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Obermeyer Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Obermeyer Wealth Partners’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 		$1.24M Hold
4,992
– – 0.06% 100
2025
Q4 		$1.23M Buy
4,992
+1
+0% +$246 0.06% 100
2025
Q3 		$1.21M Buy
4,991
+56
+1% +$12.8K 0.06% 97
2025
Q2 		$1.06M Sell
4,935
-93
-2% -$18.7K 0.05% 102
2025
Q1 		$1M Sell
5,028
-1,020
-17% -$221K 0.05% 98
2024
Q4 		$1.34M Buy
6,048
+111
+2% +$25.3K 0.07% 86
2024
Q3 		$1.31M Sell
5,937
-488
-8% -$104K 0.07% 93
2024
Q2 		$1.3M Buy
6,425
+802
+14% +$162K 0.07% 87
2024
Q1 		$1.18M Buy
5,623
+49
+0.9% +$9.78K 0.07% 90
2023
Q4 		$1.12M Hold
5,574
– – 0.08% 68
2023
Q3 		$985K Buy
5,574
+1,036
+23% +$194K 0.07% 67
2023
Q2 		$850K Hold
4,538
– – 0.06% 81
2023
Q1 		$810K Sell
4,538
-1,925
-30% -$354K 0.06% 79
2022
Q4 		$1.13M Buy
6,463
+1,464
+29% +$260K 0.09% 69
2022
Q3 		$824K Buy
4,999
+546
+12% +$99.6K 0.07% 72
2022
Q2 		$754K Buy
4,453
+22
+0.5% +$4.06K 0.06% 79
2022
Q1 		$910K Buy
4,431
+1,148
+35% +$234K 0.05% 81
2021
Q4 		$730K Hold
3,283
– – 0.04% 96
2021
Q3 		$718K Hold
3,283
– – 0.04% 98
2021
Q2 		$753K Sell
3,283
-227
-6% -$51K 0.04% 98
2021
Q1 		$775K Buy
3,510
+1,735
+98% +$379K 0.05% 95
2020
Q4 		$348K Hold
1,775
– – 0.02% 108
2020
Q3 		$266K Hold
1,775
– – 0.02% 120
2020
Q2 		$254K Buy
+1,775
New +$233K 0.02% 116
2020
Q1 		– Sell
-1,418
Closed -$235K – 133
2019
Q4 		$235K Sell
1,418
-650
-31% -$103K 0.02% 114
2019
Q3 		$313K Sell
2,068
-1,191
-37% -$182K 0.03% 98
2019
Q2 		$507K Hold
3,259
– – 0.05% 78
2019
Q1 		$499K Sell
3,259
-500
-13% -$75.1K 0.05% 76
2018
Q4 		$503K Buy
3,759
+650
+21% +$97K 0.05% 73
2018
Q3 		$524K Buy
3,109
+250
+9% +$42.2K 0.04% 74
2018
Q2 		$468K Buy
+2,859
New +$457K 0.04% 75

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

Obermeyer Wealth Partners's IWM Position: Q1 2026 in Review

Obermeyer Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,992 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #100.

Obermeyer Wealth Partners first reported a position in IWM in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.34M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Obermeyer Wealth Partners held 4,992 shares of iShares Russell 2000 ETF worth $1.24M as of Q1 2026.
  • Obermeyer Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.06% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 31 quarters since.
  • Obermeyer Wealth Partners's iShares Russell 2000 ETF position peaked at $1.34M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.