Integrated Wealth Concepts’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.7M | Buy |
71,311
+19,287
| +37% | +$4.98M | 0.14% | 140 |
|
|
2025
Q4 | $12.8M | Sell |
52,024
-9,932
| -16% | -$2.44M | 0.15% | 133 |
|
|
2025
Q3 | $15M | Sell |
61,956
-781
| -1% | -$179K | 0.13% | 145 |
|
|
2025
Q2 | $13.5M | Sell |
62,737
-8,182
| -12% | -$1.65M | 0.14% | 146 |
|
|
2025
Q1 | $14.1M | Sell |
70,919
-4,084
| -5% | -$886K | 0.17% | 130 |
|
|
2024
Q4 | $16.6M | Buy |
75,003
+5,059
| +7% | +$1.15M | 0.19% | 115 |
|
|
2024
Q3 | $15.4M | Buy |
69,944
+4,463
| +7% | +$955K | 0.19% | 120 |
|
|
2024
Q2 | $13.3M | Sell |
65,481
-18,776
| -22% | -$3.79M | 0.18% | 126 |
|
|
2024
Q1 | $17.7M | Buy |
84,257
+4,345
| +5% | +$867K | 0.26% | 94 |
|
|
2023
Q4 | $16M | Sell |
79,912
-12,984
| -14% | -$2.33M | 0.26% | 91 |
|
|
2023
Q3 | $16.4M | Buy |
92,896
+707
| +0.8% | +$133K | 0.29% | 83 |
|
|
2023
Q2 | $17.3M | Buy |
92,189
+11,240
| +14% | +$2M | 0.3% | 79 |
|
|
2023
Q1 | $14.4M | Buy |
80,949
+17,329
| +27% | +$3.19M | 0.3% | 79 |
|
|
2022
Q4 | $11.1M | Sell |
63,620
-2,765
| -4% | -$492K | 0.3% | 69 |
|
|
2022
Q3 | $10.9M | Sell |
66,385
-25,256
| -28% | -$4.61M | 0.35% | 65 |
|
|
2022
Q2 | $15.5M | Sell |
91,641
-5,454
| -6% | -$1.01M | 0.48% | 46 |
|
|
2022
Q1 | $19.9M | Sell |
97,095
-11,196
| -10% | -$2.28M | 0.61% | 37 |
|
|
2021
Q4 | $24.1M | Buy |
108,291
+10,865
| +11% | +$2.46M | 0.72% | 31 |
|
|
2021
Q3 | $21.3M | Sell |
97,426
-23,300
| -19% | -$5.17M | 0.69% | 33 |
|
|
2021
Q2 | $27.7M | Buy |
120,726
+2,125
| +2% | +$478K | 0.98% | 24 |
|
|
2021
Q1 | $26.2M | Sell |
118,601
-1,593
| -1% | -$348K | 1.08% | 22 |
|
|
2020
Q4 | $23.6M | Buy |
120,194
+73,370
| +157% | +$12.8M | 1.11% | 26 |
|
|
2020
Q3 | $7.01M | Buy |
46,824
+2,999
| +7% | +$451K | 0.43% | 53 |
|
|
2020
Q2 | $6.28M | Buy |
43,825
+2,060
| +5% | +$270K | 0.45% | 52 |
|
|
2020
Q1 | $4.78M | Sell |
41,765
-8,203
| -16% | -$1.22M | 0.44% | 51 |
|
|
2019
Q4 | $8.28M | Buy |
49,968
+229
| +0.5% | +$36.2K | 0.7% | 41 |
|
|
2019
Q3 | $7.53M | Sell |
49,739
-3,007
| -6% | -$459K | 0.85% | 35 |
|
|
2019
Q2 | $7.73M | Buy |
52,746
+17,147
| +48% | +$2.64M | 1.01% | 30 |
|
|
2019
Q1 | $5.45M | Buy |
35,599
+2,439
| +7% | +$367K | 0.92% | 34 |
|
|
2018
Q4 | $4.44M | Sell |
33,160
-20,708
| -38% | -$3.09M | 1.21% | 24 |
|
|
2018
Q3 | $8.96M | Buy |
53,868
+2,054
| +4% | +$347K | 2.71% | 9 |
|
|
2018
Q2 | $8.54M | Buy |
51,814
+32,394
| +167% | +$5.18M | 2.92% | 8 |
|
|
2018
Q1 | $2.88M | Buy |
19,420
+854
| +5% | +$132K | 1.15% | 16 |
|
|
2017
Q4 | $2.88M | Buy |
+18,566
| New | +$2.79M | 1.23% | 16 |
|
Other funds holding IWM
Integrated Wealth Concepts's IWM Position: Q1 2026 in Review
Integrated Wealth Concepts increased its iShares Russell 2000 ETF (IWM) stake by 37% in Q1 2026, buying an estimated $4.98M and bringing the position to 71,311 shares worth $17.7M. The position accounts for 0.14% of the portfolio, ranked #140.
Integrated Wealth Concepts first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $27.7M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Integrated Wealth Concepts held 71,311 shares of iShares Russell 2000 ETF worth $17.7M as of Q1 2026.
- Integrated Wealth Concepts bought 19,287 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.98M.
- iShares Russell 2000 ETF made up 0.14% of Integrated Wealth Concepts's portfolio in Q1 2026, its #140 holding.
- Integrated Wealth Concepts first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's iShares Russell 2000 ETF position peaked at $27.7M in Q2 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.