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

Private Wealth Management Group’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	$140K	Buy	565 +19	+3%	+$4.9K	0.04%	107
2025 Q4	$134K	Hold	546	–	–	0.04%	105
2025 Q3	$132K	Hold	546	–	–	0.04%	107
2025 Q2	$118K	Hold	546	–	–	0.04%	109
2025 Q1	$109K	Hold	546	–	–	0.04%	109
2024 Q4	$121K	Hold	546	–	–	0.05%	103
2024 Q3	$121K	Hold	546	–	–	0.05%	95
2024 Q2	$111K	Buy	546 +196	+56%	+$39.6K	0.05%	100
2024 Q1	$73.6K	Sell	350 -25	-7%	-$4.99K	0.03%	121
2023 Q4	$75.3K	Buy	+375	New	+$67.2K	0.04%	120

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

Private Wealth Management Group's IWM Position: Q1 2026 in Review

Private Wealth Management Group increased its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q1 2026, buying an estimated $4.9K and bringing the position to 565 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #107.

Private Wealth Management Group first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Private Wealth Management Group held 565 shares of iShares Russell 2000 ETF worth $140K as of Q1 2026.
Private Wealth Management Group bought 19 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.9K.
iShares Russell 2000 ETF made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #107 holding.
Private Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.