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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institute for Wealth Management's IWM Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, selling an estimated $907K and leaving 12,226 shares worth $3.67M. The position accounts for 0.32% of the portfolio, ranked #59.

Institute for Wealth Management first reported a position in IWM in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.3M in Q2 2013. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Institute for Wealth Management held 12,226 shares of iShares Russell 2000 ETF worth $3.67M as of Q2 2026.
Institute for Wealth Management sold 3,229 iShares Russell 2000 ETF shares in Q2 2026, an estimated $907K.
iShares Russell 2000 ETF made up 0.32% of Institute for Wealth Management's portfolio in Q2 2026, its #59 holding.
Institute for Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 38 quarters since.
Institute for Wealth Management's iShares Russell 2000 ETF position peaked at $5.3M in Q2 2013.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.