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

EPG 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
Q2 		$109K Hold
362
– – 0.03% 204
2026
Q1 		$89.8K Hold
362
– – 0.02% 209
2025
Q4 		$89K Buy
362
+1
+0.3% +$246 0.02% 211
2025
Q3 		$87.3K Buy
361
+1
+0.3% +$229 0.02% 208
2025
Q2 		$77.7K Sell
360
-1,147
-76% -$231K 0.02% 211
2025
Q1 		$301K Sell
1,507
-99
-6% -$21.5K 0.08% 195
2024
Q4 		$355K Buy
1,606
+6
+0.4% +$1.37K 0.09% 182
2024
Q3 		$353K Buy
+1,600
New +$342K 0.09% 188
2024
Q2 		– Sell
-1,378
Closed -$278K – 221
2024
Q1 		$290K Buy
1,378
+3
+0.2% +$598 0.07% 221
2023
Q4 		$268K Buy
1,375
+826
+150% +$148K 0.07% 213
2023
Q3 		$97K Sell
549
-36
-6% -$6.76K 0.03% 260
2023
Q2 		$110K Buy
585
+117
+25% +$20.9K 0.03% 255
2023
Q1 		$83.5K Buy
468
+21
+5% +$3.87K 0.03% 272
2022
Q4 		$77.9K Buy
447
+2
+0.4% +$356 0.03% 245
2022
Q3 		$73K Buy
+445
New +$81.2K 0.03% 242
2022
Q2 		– Sell
-346
Closed -$71K – 307
2022
Q1 		$71K Sell
346
-210
-38% -$42.8K 0.02% 274
2021
Q4 		$124K Buy
556
+1
+0.2% +$226 0.04% 249
2021
Q3 		$121K Buy
+555
New +$123K 0.05% 231
2021
Q1 		– Sell
-1,102
Closed -$216K – 191
2020
Q4 		$216K Buy
+1,102
New +$193K 0.13% 142
2020
Q2 		– Sell
-1,734
Closed -$198K – 459
2020
Q1 		$198K Buy
1,734
+1,300
+300% +$194K 0.15% 123
2019
Q4 		$72K Buy
+434
New +$68.6K 0.05% 184

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPG Wealth Management's IWM Position: Q2 2026 in Review

EPG Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 362 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #204.

EPG Wealth Management first reported a position in IWM in Q4 2019 and has held it in 21 quarters since. The position peaked at $355K in Q4 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • EPG Wealth Management held 362 shares of iShares Russell 2000 ETF worth $109K as of Q2 2026.
  • EPG Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of EPG Wealth Management's portfolio in Q2 2026, its #204 holding.
  • EPG Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 21 quarters since.
  • EPG Wealth Management's iShares Russell 2000 ETF position peaked at $355K in Q4 2024.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.