PWM
IWM icon

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

Provident 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 		$14.1K Hold
57
– – ﹤0.01% 124
2025
Q4 		$14K Hold
57
– – ﹤0.01% 128
2025
Q3 		$13.8K Hold
57
– – ﹤0.01% 129
2025
Q2 		$12.3K Sell
57
-331
-85% -$66.6K ﹤0.01% 126
2025
Q1 		$77.4K Hold
388
– – 0.03% 101
2024
Q4 		$85.7K Sell
388
-117
-23% -$26.7K 0.03% 98
2024
Q3 		$112K Hold
505
– – 0.04% 94
2024
Q2 		$102K Buy
505
+243
+93% +$49.1K 0.04% 89
2024
Q1 		$55.1K Buy
262
+259
+8,633% +$51.7K 0.02% 82
2023
Q4 		$602 Hold
3
– – ﹤0.01% 85
2023
Q3 		$530 Sell
3
-9
-75% -$1.69K ﹤0.01% 81
2023
Q2 		$2.25K Buy
12
+8
+200% +$1.43K ﹤0.01% 87
2023
Q1 		$714 Sell
4
-1
-20% -$184 ﹤0.01% 93
2022
Q4 		$872 Sell
5
-1
-17% -$178 ﹤0.01% 86
2022
Q3 		$1K Sell
6
-104
-95% -$19K ﹤0.01% 88
2022
Q2 		$19K Sell
110
-709
-87% -$131K 0.01% 83
2022
Q1 		$168K Sell
819
-13,732
-94% -$2.8M 0.1% 66
2021
Q4 		$3.24M Buy
14,551
+1,243
+9% +$281K 2.13% 12
2021
Q3 		$2.91M Buy
13,308
+1,200
+10% +$266K 2.21% 13
2021
Q2 		$2.78M Buy
12,108
+765
+7% +$172K 2.33% 13
2021
Q1 		$2.51M Sell
11,343
-1,133
-9% -$247K 2.77% 9
2020
Q4 		$2.45M Sell
12,476
-938
-7% -$164K 2.84% 8
2020
Q3 		$2.01M Sell
13,414
-1,528
-10% -$230K 2.33% 9
2020
Q2 		$2.14M Buy
14,942
+353
+2% +$46.3K 2.36% 11
2020
Q1 		$1.67M Sell
14,589
-4,872
-25% -$726K 2.04% 12
2019
Q4 		$3.22M Buy
+19,461
New +$3.08M 2.88% 8

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

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

Provident Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 57 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

Provident Wealth Management first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.24M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Provident Wealth Management held 57 shares of iShares Russell 2000 ETF worth $14.1K as of Q1 2026.
  • Provident Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Provident Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Provident Wealth Management's iShares Russell 2000 ETF position peaked at $3.24M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.