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NewEdge Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

NewEdge Wealth’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 		$5.48M Sell
22,106
-9,951
-31% -$2.57M 0.07% 205
2025
Q4 		$7.89M Buy
32,057
+8,826
+38% +$2.17M 0.09% 160
2025
Q3 		$5.68M Buy
23,231
+4,719
+25% +$1.08M 0.08% 190
2025
Q2 		$4.07M Buy
18,512
+106
+0.6% +$21.3K 0.06% 242
2025
Q1 		$3.67M Sell
18,406
-3,456
-16% -$750K 0.07% 235
2024
Q4 		$4.83M Buy
21,862
+6,670
+44% +$1.52M 0.08% 192
2024
Q3 		$3.36M Sell
15,192
-3,535
-19% -$756K 0.06% 271
2024
Q2 		$3.8M Buy
18,727
+1,241
+7% +$251K 0.08% 206
2024
Q1 		$3.5M Sell
17,486
-6,149
-26% -$1.23M 0.08% 215
2023
Q4 		$4.74M Buy
23,635
+4,340
+22% +$778K 0.12% 147
2023
Q3 		$3.41M Buy
19,295
+2,741
+17% +$515K 0.11% 170
2023
Q2 		$3.1M Buy
16,554
+10,774
+186% +$1.92M 0.1% 185
2023
Q1 		$1.03M Sell
5,780
-7,303
-56% -$1.34M 0.04% 308
2022
Q4 		$2.28M Buy
13,083
+9,655
+282% +$1.72M 0.1% 193
2022
Q3 		$565K Buy
3,428
+540
+19% +$98.5K 0.03% 339
2022
Q2 		$489K Sell
2,888
-146
-5% -$26.9K 0.02% 395
2022
Q1 		$623K Buy
3,034
+761
+33% +$155K 0.03% 273
2021
Q4 		$506K Buy
+2,273
New +$514K 0.02% 293

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

NewEdge Wealth's IWM Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 31% in Q1 2026, selling an estimated $2.57M and leaving 22,106 shares worth $5.48M. The position accounts for 0.07% of the portfolio, ranked #205.

NewEdge Wealth first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.89M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • NewEdge Wealth held 22,106 shares of iShares Russell 2000 ETF worth $5.48M as of Q1 2026.
  • NewEdge Wealth sold 9,951 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.57M.
  • iShares Russell 2000 ETF made up 0.07% of NewEdge Wealth's portfolio in Q1 2026, its #205 holding.
  • NewEdge Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's iShares Russell 2000 ETF position peaked at $7.89M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.