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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
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% +$9.98K 1.58% 12
2024
Q4 		$1.8M Buy
+8,127
New +$1.85M 1.7% 13

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DKM Wealth Management's IWM Position: Q1 2026 in Review

DKM Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 27% in Q1 2026, selling an estimated $221K and leaving 2,334 shares worth $579K. The position accounts for 0.42% of the portfolio, ranked #28.

DKM Wealth Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • DKM Wealth Management held 2,334 shares of iShares Russell 2000 ETF worth $579K as of Q1 2026.
  • DKM Wealth Management sold 857 iShares Russell 2000 ETF shares in Q1 2026, an estimated $221K.
  • iShares Russell 2000 ETF made up 0.42% of DKM Wealth Management's portfolio in Q1 2026, its #28 holding.
  • DKM Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • DKM Wealth Management's iShares Russell 2000 ETF position peaked at $1.8M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.