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Leo Wealth LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Leo Wealth LLC’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 		$842K Buy
3,396
+393
+13% +$101K 0.06% 201
2025
Q4 		$739K Buy
3,003
+32
+1% +$7.87K 0.05% 210
2025
Q3 		$719K Sell
2,971
-26
-0.9% -$5.97K 0.09% 149
2025
Q2 		$647K Buy
2,997
+56
+2% +$11.3K 0.05% 208
2025
Q1 		$587K Sell
2,941
-23
-0.8% -$4.99K 0.08% 162
2024
Q4 		$655K Buy
2,964
+644
+28% +$147K 0.06% 199
2024
Q3 		$513K Buy
2,320
+1
+0% +$214 0.05% 221
2024
Q2 		$470K Sell
2,319
-68
-3% -$13.7K 0.05% 227
2024
Q1 		$502K Buy
2,387
+11
+0.5% +$2.19K 0.05% 212
2023
Q4 		$477K Buy
+2,376
New +$426K 0.05% 210

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

Leo Wealth LLC's IWM Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, buying an estimated $101K and bringing the position to 3,396 shares worth $842K. The position accounts for 0.06% of the portfolio, ranked #201.

Leo Wealth LLC first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Leo Wealth LLC held 3,396 shares of iShares Russell 2000 ETF worth $842K as of Q1 2026.
  • Leo Wealth LLC bought 393 iShares Russell 2000 ETF shares in Q1 2026, an estimated $101K.
  • iShares Russell 2000 ETF made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #201 holding.
  • Leo Wealth LLC first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.