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

Independent Solutions 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 		$230K Sell
926
-7
-0.8% -$1.81K 0.03% 176
2025
Q4 		$230K Hold
933
– – 0.04% 154
2025
Q3 		$226K Buy
+933
New +$214K 0.04% 163
2021
Q1 		– Sell
-1,144
Closed -$224K – 192
2020
Q4 		$224K Buy
+1,144
New +$200K 0.07% 172

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

Independent Solutions Wealth Management's IWM Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.75% in Q1 2026, selling an estimated $1.81K and leaving 926 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #176.

Independent Solutions Wealth Management first reported a position in IWM in Q4 2020 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Independent Solutions Wealth Management held 926 shares of iShares Russell 2000 ETF worth $230K as of Q1 2026.
  • Independent Solutions Wealth Management sold 7 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.81K.
  • iShares Russell 2000 ETF made up 0.03% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 4 quarters since.
  • Independent Solutions Wealth Management's iShares Russell 2000 ETF position peaked at $230K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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