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

Elk River 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	$303K	Sell	1,220 -89	-7%	-$23K	0.05%	89
2025 Q4	$304K	Buy	1,309 +18	+1%	+$4.42K	0.05%	89
2025 Q3	$312K	Buy	1,291 +89	+7%	+$20.4K	0.05%	86
2025 Q2	$259K	Sell	1,202 -862	-42%	-$173K	0.04%	85
2025 Q1	$412K	Buy	2,064 +355	+21%	+$77K	0.08%	73
2024 Q4	$378K	Buy	1,709 +507	+42%	+$116K	0.07%	80
2024 Q3	$266K	Hold	1,202	–	–	0.05%	85
2024 Q2	$244K	Hold	1,202	–	–	0.05%	81
2024 Q1	$253K	Sell	1,202 -14,079	-92%	-$2.81M	0.05%	86
2023 Q4	$3.07M	Buy	15,281 +11,029	+259%	+$1.98M	0.59%	46
2023 Q3	$755K	Sell	4,252 -20	-0.5%	-$3.75K	0.17%	57
2023 Q2	$800K	Sell	4,272 -473	-10%	-$84.3K	0.17%	57
2023 Q1	$847K	Sell	4,745 -656	-12%	-$121K	0.19%	55
2022 Q4	$942K	Sell	5,401 -1,820	-25%	-$324K	0.23%	59
2022 Q3	$1.19M	Sell	7,221 -5,382	-43%	-$982K	0.31%	53
2022 Q2	$2.13M	Buy	12,603 +5,297	+73%	+$976K	0.54%	51
2022 Q1	$1.5M	Buy	7,306 +2,536	+53%	+$517K	0.33%	55
2021 Q4	$1.06M	Sell	4,770 -560	-11%	-$127K	0.24%	60
2021 Q3	$1.17M	Hold	5,330	–	–	0.29%	56
2021 Q2	$1.22M	Sell	5,330 -120	-2%	-$27K	0.32%	56
2021 Q1	$1.2M	Buy	5,450 +568	+12%	+$124K	0.34%	58
2020 Q4	$957K	Buy	+4,882	New	+$854K	0.32%	62

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

Elk River Wealth Management's IWM Position: Q1 2026 in Review

Elk River Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.8% in Q1 2026, selling an estimated $23K and leaving 1,220 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #89.

Elk River Wealth Management first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.07M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Elk River Wealth Management held 1,220 shares of iShares Russell 2000 ETF worth $303K as of Q1 2026.
Elk River Wealth Management sold 89 iShares Russell 2000 ETF shares in Q1 2026, an estimated $23K.
iShares Russell 2000 ETF made up 0.05% of Elk River Wealth Management's portfolio in Q1 2026, its #89 holding.
Elk River Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares Russell 2000 ETF position peaked at $3.07M in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.