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

Keebeck 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 		$2.54M Sell
10,233
-4,317
-30% -$1.11M 0.29% 95
2025
Q4 		$3.58M Sell
14,550
-255
-2% -$62.7K 0.41% 69
2025
Q3 		$3.58M Sell
14,805
-59
-0.4% -$13.5K 0.42% 66
2025
Q2 		$3.21M Hold
14,864
– – 0.42% 65
2025
Q1 		$2.97M Sell
14,864
-140
-0.9% -$30.4K 0.44% 66
2024
Q4 		$3.32M Sell
15,004
-1,625
-10% -$371K 0.48% 62
2024
Q3 		$3.67M Sell
16,629
-93
-0.6% -$19.9K 0.53% 57
2024
Q2 		$3.39M Sell
16,722
-517
-3% -$104K 0.5% 59
2024
Q1 		$3.63M Hold
17,239
– – 0.53% 56
2023
Q4 		$3.46M Sell
17,239
-287
-2% -$51.4K 0.57% 51
2023
Q3 		$3.11M Sell
17,526
-142
-0.8% -$26.7K 0.54% 54
2023
Q2 		$3.31M Sell
17,668
-2,825
-14% -$504K 0.45% 61
2023
Q1 		$3.66M Sell
20,493
-18,169
-47% -$3.35M 0.59% 46
2022
Q4 		$6.74M Buy
38,662
+2,289
+6% +$407K 1.18% 17
2022
Q3 		$6M Sell
36,373
-227
-0.6% -$41.4K 1.16% 18
2022
Q2 		$6.2M Sell
36,600
-8,107
-18% -$1.49M 1.18% 18
2022
Q1 		$9.18M Buy
44,707
+7,697
+21% +$1.57M 1.52% 16
2021
Q4 		$8.23M Sell
37,010
-429
-1% -$96.9K 1.47% 14
2021
Q3 		$8.19M Sell
37,439
-3,793
-9% -$841K 1.62% 13
2021
Q2 		$9.46M Buy
41,232
+1,176
+3% +$264K 1.36% 20
2021
Q1 		$8.85M Sell
40,056
-179
-0.4% -$39.1K 1.37% 19
2020
Q4 		$7.89M Sell
40,235
-271
-0.7% -$47.4K 1.37% 17
2020
Q3 		$6.07M Sell
40,506
-3,731
-8% -$561K 1.25% 18
2020
Q2 		$6.33M Buy
44,237
+37,632
+570% +$4.94M 2% 9
2020
Q1 		$756K Buy
6,605
+4,910
+290% +$732K 0.31% 64
2019
Q4 		$280K Buy
+1,695
New +$268K 0.09% 121

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

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

Keebeck Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 30% in Q1 2026, selling an estimated $1.11M and leaving 10,233 shares worth $2.54M. The position accounts for 0.29% of the portfolio, ranked #95.

Keebeck Wealth Management first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.46M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Keebeck Wealth Management held 10,233 shares of iShares Russell 2000 ETF worth $2.54M as of Q1 2026.
  • Keebeck Wealth Management sold 4,317 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.11M.
  • iShares Russell 2000 ETF made up 0.29% of Keebeck Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Keebeck Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's iShares Russell 2000 ETF position peaked at $9.46M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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