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

IHT 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 		$46.2M Sell
186,492
-2,556
-1% -$659K 1.07% 15
2025
Q4 		$46.5M Buy
189,048
+25,105
+15% +$6.17M 1.13% 13
2025
Q3 		$39.7M Sell
163,943
-713
-0.4% -$164K 1% 17
2025
Q2 		$35.5M Buy
164,656
+2,092
+1% +$421K 0.98% 16
2025
Q1 		$32.4M Buy
162,564
+4,795
+3% +$1.04M 1.01% 16
2024
Q4 		$34.9M Sell
157,769
-134,177
-46% -$30.6M 1.12% 15
2024
Q3 		$64.1M Buy
291,946
+172,626
+145% +$36.9M 1.82% 5
2024
Q2 		$24.2M Buy
119,320
+12,768
+12% +$2.58M 0.9% 18
2024
Q1 		$22.4M Sell
106,552
-654
-0.6% -$130K 0.9% 17
2023
Q4 		$21.5M Buy
107,206
+16,761
+19% +$3M 0.96% 16
2023
Q3 		$16M Sell
90,445
-1,859
-2% -$349K 0.81% 21
2023
Q2 		$17.3M Buy
92,304
+7,601
+9% +$1.36M 0.9% 19
2023
Q1 		$15.1M Buy
84,703
+10,156
+14% +$1.87M 0.86% 22
2022
Q4 		$13M Buy
74,547
+20,100
+37% +$3.57M 0.82% 17
2022
Q3 		$8.98M Buy
54,447
+12,298
+29% +$2.24M 0.68% 19
2022
Q2 		$7.14M Buy
42,149
+8,443
+25% +$1.56M 0.63% 27
2022
Q1 		$6.92M Buy
33,706
+5,531
+20% +$1.13M 0.52% 34
2021
Q4 		$6.27M Buy
28,175
+6,804
+32% +$1.54M 0.46% 37
2021
Q3 		$4.67M Sell
21,371
-15,813
-43% -$3.51M 0.38% 53
2021
Q2 		$8.53M Buy
37,184
+6,465
+21% +$1.45M 0.54% 31
2021
Q1 		$6.79M Buy
30,719
+3,235
+12% +$706K 0.49% 37
2020
Q4 		$5.39M Buy
27,484
+1,741
+7% +$305K 0.45% 39
2020
Q3 		$3.86M Sell
25,743
-572
-2% -$86.1K 0.39% 47
2020
Q2 		$3.77M Sell
26,315
-8,014
-23% -$1.05M 0.52% 35
2020
Q1 		$3.93M Sell
34,329
-3,967
-10% -$591K 0.57% 31
2019
Q4 		$6.34M Buy
38,296
+1,278
+3% +$202K 0.75% 19
2019
Q3 		$5.6M Buy
37,018
+7,121
+24% +$1.09M 0.76% 21
2019
Q2 		$4.65M Buy
29,897
+569
+2% +$87.7K 0.68% 25
2019
Q1 		$4.49M Sell
29,328
-8,469
-22% -$1.27M 0.75% 23
2018
Q4 		$5.06M Buy
37,797
+4,598
+14% +$686K 0.97% 17
2018
Q3 		$5.6M Buy
33,199
+6,305
+23% +$1.06M 1.21% 13
2018
Q2 		$4.4M Buy
26,894
+5,131
+24% +$821K 1.13% 12
2018
Q1 		$3.22M Buy
21,763
+2,419
+13% +$374K 0.87% 15
2017
Q4 		$3M Buy
19,344
+2,555
+15% +$384K 0.79% 17
2017
Q3 		$2.51M Buy
16,789
+16,764
+67,056% +$2.36M 1.07% 12
2017
Q2 		$273 Hold
25
– – 0.13% 192
2017
Q1 		$3K Sell
25
-4,977
-100% -$680K ﹤0.01% 1031
2016
Q4 		$678K Buy
+5,002
New +$639K 0.51% 45

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

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

IHT Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q1 2026, selling an estimated $659K and leaving 186,492 shares worth $46.2M. The position accounts for 1.07% of the portfolio, ranked #15.

IHT Wealth Management first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $64.1M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • IHT Wealth Management held 186,492 shares of iShares Russell 2000 ETF worth $46.2M as of Q1 2026.
  • IHT Wealth Management sold 2,556 iShares Russell 2000 ETF shares in Q1 2026, an estimated $659K.
  • iShares Russell 2000 ETF made up 1.07% of IHT Wealth Management's portfolio in Q1 2026, its #15 holding.
  • IHT Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's iShares Russell 2000 ETF position peaked at $64.1M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.