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Journey Strategic Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Journey Strategic 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 		$223K Sell
898
-5,385
-86% -$1.39M 0.01% 714
2025
Q4 		$1.55M Buy
6,283
+5,318
+551% +$1.31M 0.04% 126
2025
Q3 		$234K Sell
965
-4,219
-81% -$968K 0.01% 585
2025
Q2 		$1.12M Buy
5,184
+3,985
+332% +$802K 0.04% 148
2025
Q1 		$239K Sell
1,199
-814
-40% -$177K 0.01% 410
2024
Q4 		$445K Buy
+2,013
New +$459K 0.02% 243
2024
Q3 		– Sell
-1,679
Closed -$341K – 518
2024
Q2 		$341K Sell
1,679
-4,903
-74% -$991K 0.01% 219
2024
Q1 		$1.38M Sell
6,582
-8,172
-55% -$1.63M 0.06% 56
2023
Q4 		$2.96M Sell
14,754
-181
-1% -$32.4K 0.14% 30
2023
Q3 		$2.64M Sell
14,935
-8,275
-36% -$1.55M 0.13% 30
2023
Q2 		$4.35M Buy
23,210
+7,347
+46% +$1.31M 0.2% 22
2023
Q1 		$2.83M Sell
15,863
-252
-2% -$46.4K 0.3% 26
2022
Q4 		$2.81M Buy
16,115
+578
+4% +$103K 0.33% 25
2022
Q3 		$2.56M Sell
15,537
-196
-1% -$35.7K 0.35% 22
2022
Q2 		$2.67M Buy
+15,733
New +$2.9M 0.36% 20
2022
Q1 		– Sell
-14,698
Closed -$3.27M – 212
2021
Q4 		$3.27M Buy
+14,698
New +$3.32M 0.34% 19

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

Journey Strategic Wealth's IWM Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 86% in Q1 2026, selling an estimated $1.39M and leaving 898 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #714.

Journey Strategic Wealth first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.35M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Journey Strategic Wealth held 898 shares of iShares Russell 2000 ETF worth $223K as of Q1 2026.
  • Journey Strategic Wealth sold 5,385 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.39M.
  • iShares Russell 2000 ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #714 holding.
  • Journey Strategic Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
  • Journey Strategic Wealth's iShares Russell 2000 ETF position peaked at $4.35M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.