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

Opes 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 		$205K Hold
826
– – 0.03% 143
2025
Q4 		$203K Buy
+826
New +$203K 0.03% 144
2024
Q4 		– Sell
-926
Closed -$205K – 141
2024
Q3 		$205K Buy
+926
New +$198K 0.04% 136
2024
Q2 		– Sell
-998
Closed -$210K – 135
2024
Q1 		$210K Buy
+998
New +$199K 0.05% 128

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Opes Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 826 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #143.

Opes Wealth Management first reported a position in IWM in Q1 2024 and has held it in 4 quarters since. The position peaked at $210K in Q1 2024. 2,585 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Opes Wealth Management held 826 shares of iShares Russell 2000 ETF worth $205K as of Q1 2026.
  • Opes Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.03% of Opes Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Opes Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 4 quarters since.
  • Opes Wealth Management's iShares Russell 2000 ETF position peaked at $210K in Q1 2024.
  • 2,585 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.