Dynamic Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Dynamic Wealth Strategies’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	$168K	Sell	679 -16	-2%	-$4.13K	0.1%	91
2025 Q4	$171K	Hold	695	–	–	0.1%	89
2025 Q3	$168K	Sell	695 -5	-0.7%	-$1.15K	0.11%	81
2025 Q2	$151K	Buy	700 +9	+1%	+$1.81K	0.11%	82
2025 Q1	$138K	Buy	+691	New	+$150K	0.11%	86
2024 Q4	–	Sell	-653	Closed	-$144K	–	150
2024 Q3	$144K	Sell	653 -28	-4%	-$5.99K	0.12%	87
2024 Q2	$138K	Sell	681 -3	-0.4%	-$606	0.12%	84
2024 Q1	$144K	Hold	684	–	–	0.12%	84
2023 Q4	$137K	Buy	+684	New	+$123K	0.13%	78

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Dynamic Wealth Strategies's IWM Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q1 2026, selling an estimated $4.13K and leaving 679 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #91.

Dynamic Wealth Strategies first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $171K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Dynamic Wealth Strategies held 679 shares of iShares Russell 2000 ETF worth $168K as of Q1 2026.
Dynamic Wealth Strategies sold 16 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.13K.
iShares Russell 2000 ETF made up 0.1% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #91 holding.
Dynamic Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's iShares Russell 2000 ETF position peaked at $171K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.