IWP
IWM icon

IAG Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

IAG Wealth Partners’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 		$637K Sell
2,567
-365
-12% -$94.2K 0.07% 83
2025
Q4 		$722K Buy
2,932
+219
+8% +$53.8K 0.08% 81
2025
Q3 		$656K Sell
2,713
-74
-3% -$17K 0.08% 80
2025
Q2 		$601K Sell
2,787
-13
-0.5% -$2.62K 0.08% 79
2025
Q1 		$559K Buy
2,800
+578
+26% +$125K 0.09% 73
2024
Q4 		$491K Buy
2,222
+36
+2% +$8.21K 0.09% 71
2024
Q3 		$483K Buy
2,186
+207
+10% +$44.3K 0.09% 68
2024
Q2 		$402K Sell
1,979
-90
-4% -$18.2K 0.08% 71
2024
Q1 		$435K Buy
2,069
+15
+0.7% +$2.99K 0.09% 64
2023
Q4 		$412K Buy
2,054
+186
+10% +$33.3K 0.09% 61
2023
Q3 		$330K Sell
1,868
-195
-9% -$36.6K 0.09% 64
2023
Q2 		$386K Hold
2,063
– – 0.1% 63
2023
Q1 		$368K Sell
2,063
-222
-10% -$40.9K 0.1% 55
2022
Q4 		$398K Buy
2,285
+250
+12% +$44.5K 0.12% 52
2022
Q3 		$336K Sell
2,035
-203
-9% -$37K 0.11% 51
2022
Q2 		$379K Buy
2,238
+204
+10% +$37.6K 0.12% 50
2022
Q1 		$418K Buy
2,034
+122
+6% +$24.9K 0.13% 47
2021
Q4 		$425K Buy
1,912
+180
+10% +$40.7K 0.14% 44
2021
Q3 		$379K Buy
1,732
+342
+25% +$75.8K 0.13% 41
2021
Q2 		$319K Sell
1,390
-46
-3% -$10.3K 0.11% 40
2021
Q1 		$318K Sell
1,436
-10
-0.7% -$2.18K 0.12% 38
2020
Q4 		$284K Hold
1,446
– – 0.12% 43
2020
Q3 		$217K Hold
1,446
– – 0.1% 46
2020
Q2 		$208K Buy
1,446
+80
+6% +$10.5K 0.1% 45
2020
Q1 		$157K Buy
1,366
+518
+61% +$77.2K 0.1% 52
2019
Q4 		$141K Buy
+848
New +$134K 0.09% 56

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

IAG Wealth Partners's IWM Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, selling an estimated $94.2K and leaving 2,567 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #83.

IAG Wealth Partners first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $722K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • IAG Wealth Partners held 2,567 shares of iShares Russell 2000 ETF worth $637K as of Q1 2026.
  • IAG Wealth Partners sold 365 iShares Russell 2000 ETF shares in Q1 2026, an estimated $94.2K.
  • iShares Russell 2000 ETF made up 0.07% of IAG Wealth Partners's portfolio in Q1 2026, its #83 holding.
  • IAG Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's iShares Russell 2000 ETF position peaked at $722K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.