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

Mindset 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 		$274K Sell
1,104
-99
-8% -$25.5K 0.07% 132
2025
Q4 		$296K Buy
1,203
+2
+0.2% +$492 0.08% 133
2025
Q3 		$291K Sell
1,201
-6
-0.5% -$1.38K 0.08% 124
2025
Q2 		$260K Hold
1,207
– – 0.09% 127
2025
Q1 		$241K Hold
1,207
– – 0.09% 118
2024
Q4 		$267K Buy
+1,207
New +$275K 0.1% 104

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

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

Mindset Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 8.2% in Q1 2026, selling an estimated $25.5K and leaving 1,104 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #132.

Mindset Wealth Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Mindset Wealth Management held 1,104 shares of iShares Russell 2000 ETF worth $274K as of Q1 2026.
  • Mindset Wealth Management sold 99 iShares Russell 2000 ETF shares in Q1 2026, an estimated $25.5K.
  • iShares Russell 2000 ETF made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Mindset Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Mindset Wealth Management's iShares Russell 2000 ETF position peaked at $296K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.