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

Maripau 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 		$301K Buy
1,215
+381
+46% +$98.3K 0.13% 133
2025
Q4 		$205K Buy
+834
New +$205K 0.09% 150
2025
Q1 		– Sell
-2,183
Closed -$482K – 142
2024
Q4 		$482K Buy
+2,183
New +$498K 0.29% 74
2024
Q3 		– Sell
-1,757
Closed -$356K – 90
2024
Q2 		$356K Sell
1,757
-581
-25% -$117K 0.24% 84
2024
Q1 		$492K Buy
2,338
+101
+5% +$20.1K 0.37% 62
2023
Q4 		$449K Sell
2,237
-1,254
-36% -$225K 0.39% 54
2023
Q3 		$617K Buy
3,491
+550
+19% +$103K 0.57% 41
2023
Q2 		$551K Buy
2,941
+331
+13% +$59K 0.49% 50
2023
Q1 		$466K Buy
2,610
+208
+9% +$38.3K 0.48% 44
2022
Q4 		$437K Sell
2,402
-149
-6% -$26.5K 0.45% 46
2022
Q3 		$468K Hold
2,551
– – 0.51% 47
2022
Q2 		$478K Sell
2,551
-235
-8% -$43.3K 0.52% 46
2022
Q1 		$539K Sell
2,786
-274
-9% -$55.9K 0.49% 50
2021
Q4 		$622K Buy
+3,060
New +$691K 0.59% 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

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

Maripau Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 46% in Q1 2026, buying an estimated $98.3K and bringing the position to 1,215 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #133.

Maripau Wealth Management first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $622K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Maripau Wealth Management held 1,215 shares of iShares Russell 2000 ETF worth $301K as of Q1 2026.
  • Maripau Wealth Management bought 381 iShares Russell 2000 ETF shares in Q1 2026, an estimated $98.3K.
  • iShares Russell 2000 ETF made up 0.13% of Maripau Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Maripau Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
  • Maripau Wealth Management's iShares Russell 2000 ETF position peaked at $622K in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.