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

Kiley Juergens 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	$1.89M	Buy	+7,626	New	+$1.97M	0.33%	54
2018 Q4	–	Sell	-9,399	Closed	-$1.58M	–	344
2018 Q3	$1.58M	Buy	9,399 +39	+0.4%	+$6.58K	1.18%	13
2018 Q2	$1.53M	Buy	9,360 +267	+3%	+$42.7K	1.37%	14
2018 Q1	$1.38M	Sell	9,093 -14	-0.2%	-$2.16K	1.5%	15
2017 Q4	$1.39M	Buy	+9,107	New	+$1.37M	1.25%	16

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kiley Juergens Wealth Management's IWM Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 7,626 shares worth $1.89M. The stake represents 0.33% of the portfolio and ranks #54 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in IWM as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in IWM in Q4 2017 and has held it in 5 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Kiley Juergens Wealth Management held 7,626 shares of iShares Russell 2000 ETF worth $1.89M as of Q1 2026.
iShares Russell 2000 ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
iShares Russell 2000 ETF made up 0.33% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #54 holding.
Kiley Juergens Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 5 quarters since.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.