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

Hohimer 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	$616K	Buy	2,485 +107	+4%	+$27.6K	0.07%	197
2025 Q4	$585K	Hold	2,378	–	–	0.08%	182
2025 Q3	$575K	Hold	2,378	–	–	0.08%	188
2025 Q2	$513K	Hold	2,378	–	–	0.09%	156
2025 Q1	$474K	Hold	2,378	–	–	0.09%	164
2024 Q4	$525K	Buy	2,378 +478	+25%	+$109K	0.1%	141
2024 Q3	$420K	Hold	1,900	–	–	0.09%	144
2024 Q2	$385K	Hold	1,900	–	–	0.09%	166
2024 Q1	$400K	Hold	1,900	–	–	0.09%	171
2023 Q4	$381K	Hold	1,900	–	–	0.1%	165
2023 Q3	$336K	Hold	1,900	–	–	0.1%	162
2023 Q2	$356K	Hold	1,900	–	–	0.1%	161
2023 Q1	$339K	Buy	+1,900	New	+$350K	0.1%	159
2022 Q2	–	Sell	-1,111	Closed	-$228K	–	210
2022 Q1	$228K	Sell	1,111 -31	-3%	-$6.32K	0.05%	189
2021 Q4	$254K	Hold	1,142	–	–	0.05%	180
2021 Q3	$250K	Buy	1,142 +11	+1%	+$2.44K	0.05%	161
2021 Q2	$259K	Sell	1,131 -60	-5%	-$13.5K	0.05%	165
2021 Q1	$263K	Buy	1,191 +60	+5%	+$13.1K	0.06%	155
2020 Q4	$222K	Buy	+1,131	New	+$198K	0.06%	168
2020 Q1	–	Sell	-1,300	Closed	-$215K	–	196
2019 Q4	$215K	Buy	+1,300	New	+$205K	0.07%	215

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Hohimer Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q1 2026, buying an estimated $27.6K and bringing the position to 2,485 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #197.

Hohimer Wealth Management first reported a position in IWM in Q4 2019 and has held it in 20 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Hohimer Wealth Management held 2,485 shares of iShares Russell 2000 ETF worth $616K as of Q1 2026.
Hohimer Wealth Management bought 107 iShares Russell 2000 ETF shares in Q1 2026, an estimated $27.6K.
iShares Russell 2000 ETF made up 0.07% of Hohimer Wealth Management's portfolio in Q1 2026, its #197 holding.
Hohimer Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 20 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.