DKM Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

DKM Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$623K	Sell	2,242 -77	-3%	-$22.6K	0.39%	30
2026 Q2	$697K	Sell	2,319 -15	-0.6%	-$4.22K	0.46%	26
2026 Q1	$579K	Sell	2,334 -857	-27%	-$221K	0.42%	28
2025 Q4	$785K	Sell	3,191 -29	-0.9%	-$7.13K	0.59%	26
2025 Q3	$779K	Sell	3,220 -858	-21%	-$197K	0.63%	25
2025 Q2	$880K	Sell	4,078 -4,095	-50%	-$824K	0.76%	20
2025 Q1	$1.63M	Buy	8,173 +46	+0.6%	+$10K	1.58%	12
2024 Q4	$1.8M	Buy	+8,127	New	+$1.85M	1.7%	13

Other funds holding IWM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DKM Wealth Management's IWM Position: Q3 2026 in Review

DKM Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q3 2026, selling an estimated $22.6K and leaving 2,242 shares worth $623K. The position accounts for 0.39% of the portfolio, ranked #30.

DKM Wealth Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2024. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

DKM Wealth Management held 2,242 shares of iShares Russell 2000 ETF worth $623K as of Q3 2026.
DKM Wealth Management sold 77 iShares Russell 2000 ETF shares in Q3 2026, an estimated $22.6K.
iShares Russell 2000 ETF made up 0.39% of DKM Wealth Management's portfolio in Q3 2026, its #30 holding.
DKM Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's iShares Russell 2000 ETF position peaked at $1.8M in Q4 2024.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.