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

DWR 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 		$2.78M Sell
9,968
-132
-1% -$38.8K 1.93% 16
2026
Q2 		$3.02M Sell
10,100
-1,529
-13% -$430K 2.26% 14
2026
Q1 		$2.79M Sell
11,629
-226
-2% -$58.3K 2.42% 14
2025
Q4 		$2.94M Buy
+11,855
New +$2.91M 2.73% 11

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

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

DWR Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2026, selling an estimated $38.8K and leaving 9,968 shares worth $2.78M. The position accounts for 1.93% of the portfolio, ranked #16.

DWR Wealth Management first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.02M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • DWR Wealth Management held 9,968 shares of iShares Russell 2000 ETF worth $2.78M as of Q3 2026.
  • DWR Wealth Management sold 132 iShares Russell 2000 ETF shares in Q3 2026, an estimated $38.8K.
  • iShares Russell 2000 ETF made up 1.93% of DWR Wealth Management's portfolio in Q3 2026, its #16 holding.
  • DWR Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's iShares Russell 2000 ETF position peaked at $3.02M in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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