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

Modern 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	$51.3M	Buy	205,625 +197,108	+2,314%	+$50.8M	0.88%	25
2025 Q4	$2.1M	Sell	8,517 -23,214	-73%	-$5.71M	0.04%	289
2025 Q3	$7.68M	Sell	31,731 -2,908	-8%	-$667K	0.15%	147
2025 Q2	$7.47M	Buy	34,639 +2,365	+7%	+$476K	0.18%	122
2025 Q1	$6.44M	Buy	32,274 +5,140	+19%	+$1.11M	0.21%	99
2024 Q4	$6M	Buy	27,134 +23,189	+588%	+$5.29M	0.22%	91
2024 Q3	$871K	Buy	3,945 +262	+7%	+$56.1K	0.05%	179
2024 Q2	$747K	Sell	3,683 -1,932	-34%	-$390K	0.06%	164
2024 Q1	$1.18M	Buy	+5,615	New	+$1.12M	0.11%	104

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

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

Modern Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 2,314% in Q1 2026, buying an estimated $50.8M and bringing the position to 205,625 shares worth $51.3M. The position accounts for 0.88% of the portfolio, ranked #25.

Modern Wealth Management first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Modern Wealth Management held 205,625 shares of iShares Russell 2000 ETF worth $51.3M as of Q1 2026.
Modern Wealth Management bought 197,108 iShares Russell 2000 ETF shares in Q1 2026, an estimated $50.8M.
iShares Russell 2000 ETF made up 0.88% of Modern Wealth Management's portfolio in Q1 2026, its #25 holding.
Modern Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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