HWM
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HB Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

HB 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 		$2.7M Buy
10,900
+900
+9% +$232K 0.02% 369
2025
Q4 		$2.46M Hold
10,000
– – 0.02% 368
2025
Q3 		$2.42M Sell
10,000
-700
-7% -$161K 0.02% 381
2025
Q2 		$2.31M Hold
10,700
– – 0.02% 343
2025
Q1 		$2.13M Buy
+10,700
New +$2.32M 0.02% 366

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

HB Wealth Management's IWM Position: Q1 2026 in Review

HB Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, buying an estimated $1.22M and bringing the position to 48,265 shares worth $12M. The position accounts for 0.08% of the portfolio, ranked #140.

HB Wealth Management first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • HB Wealth Management held 48,265 shares of iShares Russell 2000 ETF worth $12M as of Q1 2026.
  • HB Wealth Management bought 4,735 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.22M.
  • iShares Russell 2000 ETF made up 0.08% of HB Wealth Management's portfolio in Q1 2026, its #140 holding.
  • HB Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.