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

Peterson 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	$270K	Buy	1,087 +2	+0.2%	+$516	0.16%	40
2025 Q4	$267K	Sell	1,085 -17	-2%	-$4.18K	0.2%	36
2025 Q3	$267K	Buy	1,102 +3	+0.3%	+$688	0.18%	37
2025 Q2	$237K	Buy	+1,099	New	+$221K	0.14%	38
2022 Q1	–	Sell	-3,056	Closed	-$680K	–	63
2021 Q4	$680K	Buy	3,056 +113	+4%	+$25.5K	0.45%	49
2021 Q3	$644K	Buy	2,943 +239	+9%	+$53K	0.5%	47
2021 Q2	$620K	Buy	+2,704	New	+$608K	0.48%	47

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

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

Peterson Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q1 2026, buying an estimated $516 and bringing the position to 1,087 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #40.

Peterson Wealth Management first reported a position in IWM in Q2 2021 and has held it in 7 quarters since. The position peaked at $680K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Peterson Wealth Management held 1,087 shares of iShares Russell 2000 ETF worth $270K as of Q1 2026.
Peterson Wealth Management bought 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
iShares Russell 2000 ETF made up 0.16% of Peterson Wealth Management's portfolio in Q1 2026, its #40 holding.
Peterson Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 7 quarters since.
Peterson Wealth Management's iShares Russell 2000 ETF position peaked at $680K in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.