Inlet Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Inlet Private Wealth’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	$409K	Hold	1,649	–	–	0.1%	106
2025 Q4	$406K	Hold	1,649	–	–	0.09%	107
2025 Q3	$399K	Buy	1,649 +80	+5%	+$18.4K	0.09%	111
2025 Q2	$339K	Hold	1,569	–	–	0.08%	111
2025 Q1	$313K	Hold	1,569	–	–	0.08%	112
2024 Q4	$347K	Hold	1,569	–	–	0.09%	108
2024 Q3	$347K	Sell	1,569 -75	-5%	-$16K	0.09%	108
2024 Q2	$334K	Buy	1,644 +384	+30%	+$77.6K	0.09%	108
2024 Q1	$265K	Hold	1,260	–	–	0.07%	115
2023 Q4	$253K	Hold	1,260	–	–	0.08%	111
2023 Q3	$223K	Sell	1,260 -7	-0.6%	-$1.31K	0.07%	118
2023 Q2	$237K	Hold	1,267	–	–	0.06%	124
2023 Q1	$226K	Hold	1,267	–	–	0.06%	121
2022 Q4	$221K	Sell	1,267 -9	-0.7%	-$1.6K	0.06%	123
2022 Q3	$210K	Hold	1,276	–	–	0.06%	123
2022 Q2	$216K	Hold	1,276	–	–	0.06%	126
2022 Q1	$262K	Hold	1,276	–	–	0.07%	127
2021 Q4	$284K	Hold	1,276	–	–	0.07%	125
2021 Q3	$279K	Buy	1,276 +10	+0.8%	+$2.22K	0.07%	123
2021 Q2	$290K	Hold	1,266	–	–	0.08%	118
2021 Q1	$280K	Hold	1,266	–	–	0.08%	114
2020 Q4	$248K	Buy	+1,266	New	+$222K	0.08%	121
2020 Q1	–	Sell	-1,266	Closed	-$210K	–	135
2019 Q4	$210K	Buy	+1,266	New	+$200K	0.07%	142

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

Inlet Private Wealth's IWM Position: Q1 2026 in Review

Inlet Private Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,649 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #106.

Inlet Private Wealth first reported a position in IWM in Q4 2019 and has held it in 23 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Inlet Private Wealth held 1,649 shares of iShares Russell 2000 ETF worth $409K as of Q1 2026.
Inlet Private Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.1% of Inlet Private Wealth's portfolio in Q1 2026, its #106 holding.
Inlet Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 23 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.