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

Power 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	$868K	Sell	3,502 -445	-11%	-$115K	0.32%	47
2025 Q4	$972K	Sell	3,947 -327	-8%	-$80.4K	0.34%	48
2025 Q3	$1.03M	Sell	4,274 -527	-11%	-$121K	0.38%	47
2025 Q2	$1.04M	Sell	4,801 -172	-3%	-$34.6K	0.4%	44
2025 Q1	$992K	Sell	4,973 -882	-15%	-$191K	0.4%	46
2024 Q4	$1.29M	Sell	5,855 -196	-3%	-$44.7K	0.54%	39
2024 Q3	$1.34M	Sell	6,051 -638	-10%	-$137K	0.57%	39
2024 Q2	$1.36M	Sell	6,689 -1,154	-15%	-$233K	0.65%	32
2024 Q1	$1.65M	Sell	7,843 -1,139	-13%	-$227K	1.03%	24
2023 Q4	$1.8M	Buy	+8,982	New	+$1.61M	1.25%	21

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

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

Power Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, selling an estimated $115K and leaving 3,502 shares worth $868K. The position accounts for 0.32% of the portfolio, ranked #47.

Power Wealth Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Power Wealth Management held 3,502 shares of iShares Russell 2000 ETF worth $868K as of Q1 2026.
Power Wealth Management sold 445 iShares Russell 2000 ETF shares in Q1 2026, an estimated $115K.
iShares Russell 2000 ETF made up 0.32% of Power Wealth Management's portfolio in Q1 2026, its #47 holding.
Power Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's iShares Russell 2000 ETF position peaked at $1.8M in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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