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

Guided Capital 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 		$6.17M Sell
24,888
-7,861
-24% -$2.03M 4.07% 10
2025
Q4 		$8.06M Sell
32,749
-117
-0.4% -$28.8K 5.65% 9
2025
Q3 		$7.95M Buy
32,866
+443
+1% +$102K 6.81% 4
2025
Q2 		$7M Sell
32,423
-278
-0.9% -$55.9K 5.39% 6
2025
Q1 		$6.52M Buy
32,701
+9,137
+39% +$1.98M 5.45% 8
2024
Q4 		$5.21M Buy
+23,564
New +$5.37M 4.77% 9

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

Guided Capital Wealth Management's IWM Position: Q1 2026 in Review

Guided Capital Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2026, selling an estimated $2.03M and leaving 24,888 shares worth $6.17M. The position accounts for 4.07% of the portfolio, ranked #10.

Guided Capital Wealth Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.06M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Guided Capital Wealth Management held 24,888 shares of iShares Russell 2000 ETF worth $6.17M as of Q1 2026.
  • Guided Capital Wealth Management sold 7,861 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.03M.
  • iShares Russell 2000 ETF made up 4.07% of Guided Capital Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Guided Capital Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Guided Capital Wealth Management's iShares Russell 2000 ETF position peaked at $8.06M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.