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Flagship Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Flagship Private Wealth’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 		$951K Sell
3,833
-150
-4% -$38.7K 0.39% 48
2025
Q4 		$980K Sell
3,983
-80
-2% -$19.7K 0.39% 51
2025
Q3 		$983K Buy
4,063
+173
+4% +$39.7K 0.4% 47
2025
Q2 		$839K Sell
3,890
-400
-9% -$80.5K 0.36% 43
2025
Q1 		$856K Sell
4,290
-760
-15% -$165K 0.41% 44
2024
Q4 		$1.12M Buy
5,050
+1,926
+62% +$439K 0.54% 35
2024
Q3 		$690K Buy
3,124
+1,417
+83% +$303K 0.36% 54
2024
Q2 		$346K Sell
1,707
-88
-5% -$17.8K 0.21% 67
2024
Q1 		$377K Sell
1,795
-633
-26% -$126K 0.24% 64
2023
Q4 		$487K Sell
2,428
-115
-5% -$20.6K 0.38% 49
2023
Q3 		$450K Buy
2,543
+53
+2% +$9.95K 0.4% 46
2023
Q2 		$466K Buy
2,490
+5
+0.2% +$891 0.39% 46
2023
Q1 		$443K Buy
2,485
+6
+0.2% +$1.1K 0.4% 45
2022
Q4 		$432K Buy
2,479
+45
+2% +$8K 0.4% 46
2022
Q3 		$401K Sell
2,434
-47
-2% -$8.57K 0.41% 45
2022
Q2 		$420K Sell
2,481
-52
-2% -$9.59K 0.41% 48
2022
Q1 		$520K Buy
2,533
+4
+0.2% +$816 0.43% 47
2021
Q4 		$563K Sell
2,529
-280
-10% -$63.3K 0.41% 45
2021
Q3 		$614K Sell
2,809
-15
-0.5% -$3.33K 0.49% 43
2021
Q2 		$632K Buy
2,824
+101
+4% +$22.7K 0.48% 39
2021
Q1 		$613K Buy
2,723
+26
+1% +$5.68K 0.51% 36
2020
Q4 		$565K Buy
+2,697
New +$472K 0.52% 35

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

Flagship Private Wealth's IWM Position: Q1 2026 in Review

Flagship Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q1 2026, selling an estimated $38.7K and leaving 3,833 shares worth $951K. The position accounts for 0.39% of the portfolio, ranked #48.

Flagship Private Wealth first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.12M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Flagship Private Wealth held 3,833 shares of iShares Russell 2000 ETF worth $951K as of Q1 2026.
  • Flagship Private Wealth sold 150 iShares Russell 2000 ETF shares in Q1 2026, an estimated $38.7K.
  • iShares Russell 2000 ETF made up 0.39% of Flagship Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Flagship Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Flagship Private Wealth's iShares Russell 2000 ETF position peaked at $1.12M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Flagship Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.