KWM
IWM icon

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

Kaydan 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
2026
Q1 		$4.21M Buy
16,973
+535
+3% +$138K 1.41% 15
2025
Q4 		$4.05M Buy
16,438
+163
+1% +$40.1K 1.17% 18
2025
Q3 		$3.94M Buy
16,275
+914
+6% +$210K 1.13% 21
2025
Q2 		$3.31M Buy
15,361
+2,287
+17% +$460K 1.09% 20
2025
Q1 		$2.61M Sell
13,074
-82,559
-86% -$17.9M 0.84% 21
2024
Q4 		$21.1M Buy
95,633
+84,463
+756% +$19.3M 7.02% 5
2024
Q3 		$2.47M Buy
11,170
+256
+2% +$54.8K 0.73% 18
2024
Q2 		$2.21M Buy
10,914
+734
+7% +$148K 0.78% 21
2024
Q1 		$2.14M Buy
10,180
+1,168
+13% +$233K 0.73% 20
2023
Q4 		$1.81M Buy
9,012
+511
+6% +$91.5K 0.74% 23
2023
Q3 		$1.5M Sell
8,501
-159,579
-95% -$30M 0.6% 22
2023
Q2 		$31.5M Buy
168,080
+79,264
+89% +$14.1M 13.19% 3
2023
Q1 		$15.8M Buy
88,816
+38,885
+78% +$7.16M 6.5% 5
2022
Q4 		$8.71M Buy
49,931
+44,446
+810% +$7.9M 3.48% 6
2022
Q3 		$905K Buy
5,485
+1,351
+33% +$246K 0.5% 26
2022
Q2 		$700K Sell
4,134
-33
-0.8% -$6.08K 0.39% 36
2022
Q1 		$855K Buy
4,167
+412
+11% +$84K 0.38% 38
2021
Q4 		$835K Buy
+3,755
New +$848K 0.32% 40

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

Kaydan Wealth Management's IWM Position: Q1 2026 in Review

Kaydan Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q1 2026, buying an estimated $138K and bringing the position to 16,973 shares worth $4.21M. The position accounts for 1.41% of the portfolio, ranked #15.

Kaydan Wealth Management first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.5M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Kaydan Wealth Management held 16,973 shares of iShares Russell 2000 ETF worth $4.21M as of Q1 2026.
  • Kaydan Wealth Management bought 535 iShares Russell 2000 ETF shares in Q1 2026, an estimated $138K.
  • iShares Russell 2000 ETF made up 1.41% of Kaydan Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Kaydan Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Kaydan Wealth Management's iShares Russell 2000 ETF position peaked at $31.5M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.