HWM
IWM icon

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

HighMark 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 		$13.5M Buy
54,616
+1,033
+2% +$266K 5.51% 3
2025
Q4 		$13.2M Buy
53,583
+28
+0.1% +$6.88K 5.37% 3
2025
Q3 		$13M Sell
53,555
-1,900
-3% -$436K 5.71% 3
2025
Q2 		$12M Sell
55,455
-1,637
-3% -$329K 5.85% 3
2025
Q1 		$11.4M Sell
57,092
-1,160
-2% -$252K 6.73% 3
2024
Q4 		$12.9M Sell
58,252
-741
-1% -$169K 7.4% 3
2024
Q3 		$13M Sell
58,993
-1,573
-3% -$337K 7.13% 3
2024
Q2 		$12.3M Sell
60,566
-1,577
-3% -$319K 7.4% 3
2024
Q1 		$13M Sell
62,143
-775
-1% -$155K 8.05% 3
2023
Q4 		$4.11K Buy
62,918
+62,850
+92,426% +$11.3M ﹤0.01% 400
2023
Q3 		$12.1K Hold
68
– – 0.01% 240
2023
Q2 		$12.8K Sell
68
-14
-17% -$2.5K 0.01% 230
2023
Q1 		$14.7K Sell
82
-1
-1% -$184 0.01% 241
2022
Q4 		$14.5K Hold
83
– – 0.01% 205
2022
Q3 		$14K Sell
83
-4,653
-98% -$849K 0.01% 198
2022
Q2 		$802K Buy
4,736
+4,646
+5,162% +$856K 0.64% 20
2022
Q1 		$19K Sell
90
-41,045
-100% -$8.37M 0.01% 182
2021
Q4 		$9.15M Buy
+41,135
New +$9.29M 5.8% 4
2020
Q4 		– Sell
-151
Closed -$23K – 465
2020
Q3 		$23K Hold
151
– – 0.02% 155
2020
Q2 		$22K Sell
151
-219
-59% -$28.7K 0.02% 126
2020
Q1 		$42K Sell
370
-72
-16% -$10.7K 0.05% 74
2019
Q4 		$73K Buy
+442
New +$69.9K 0.08% 64

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

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

HighMark Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q1 2026, buying an estimated $266K and bringing the position to 54,616 shares worth $13.5M. The position accounts for 5.51% of the portfolio, ranked #3.

HighMark Wealth Management first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • HighMark Wealth Management held 54,616 shares of iShares Russell 2000 ETF worth $13.5M as of Q1 2026.
  • HighMark Wealth Management bought 1,033 iShares Russell 2000 ETF shares in Q1 2026, an estimated $266K.
  • iShares Russell 2000 ETF made up 5.51% of HighMark Wealth Management's portfolio in Q1 2026, its #3 holding.
  • HighMark Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.