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

Institute for 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
2023 Q4	–	Hold	0	–	-$619K	–	489
2023 Q3	–	Hold	0	–	–	–	219
2023 Q2	–	Sell	-15,500	Closed	-$2.76M	–	42
2023 Q1	$2.77M	Buy	+15,500	New	+$2.85M	0.53%	38
2022 Q4	–	Sell	-18,000	Closed	-$3.2M	–	78
2022 Q3	$261K	Buy	18,000 +500	+3%	+$91.2K	0.06%	365
2022 Q2	$2.96M	Buy	17,500 +8,000	+84%	+$1.47M	0.58%	34
2022 Q1	$1.95M	Buy	+9,500	New	+$1.94M	0.32%	77
2021 Q4	–	Sell	-1,000	Closed	-$219K	–	500
2021 Q3	$219K	Buy	+1,000	New	+$222K	0.04%	446
2021 Q2	–	Sell	-2,000	Closed	-$42K	–	496
2021 Q1	$42K	Buy	+2,000	New	+$437K	0.01%	470

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

Institute for Wealth Management's IWM Position: Q1 2026 in Review

Institute for Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2026, buying an estimated $582K and bringing the position to 15,455 shares worth $3.83M. The position accounts for 0.41% of the portfolio, ranked #49.

Institute for Wealth Management first reported a position in IWM in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.3M in Q2 2013. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Institute for Wealth Management held 15,455 shares of iShares Russell 2000 ETF worth $3.83M as of Q1 2026.
Institute for Wealth Management bought 2,257 iShares Russell 2000 ETF shares in Q1 2026, an estimated $582K.
iShares Russell 2000 ETF made up 0.41% of Institute for Wealth Management's portfolio in Q1 2026, its #49 holding.
Institute for Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 37 quarters since.
Institute for Wealth Management's iShares Russell 2000 ETF position peaked at $5.3M in Q2 2013.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.