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

Quadcap 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	$2.92M	Sell	11,772 -2,174	-16%	-$561K	0.33%	67
2025 Q4	$3.43M	Sell	13,946 -62	-0.4%	-$15.2K	0.39%	58
2025 Q3	$3.39M	Buy	14,008 +1,564	+13%	+$359K	0.4%	59
2025 Q2	$2.69M	Buy	12,444 +324	+3%	+$65.2K	0.34%	60
2025 Q1	$2.42M	Sell	12,120 -5	-0%	-$1.08K	0.35%	60
2024 Q4	$2.68M	Buy	12,125 +247	+2%	+$56.3K	0.39%	51
2024 Q3	$2.62M	Buy	11,878 +1,518	+15%	+$325K	0.41%	53
2024 Q2	$2.1M	Buy	10,360 +2,194	+27%	+$443K	0.38%	55
2024 Q1	$1.72M	Buy	8,166 +21	+0.3%	+$4.19K	0.39%	56
2023 Q4	$1.63M	Buy	+8,145	New	+$1.46M	0.42%	59

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

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

Quadcap Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, selling an estimated $561K and leaving 11,772 shares worth $2.92M. The position accounts for 0.33% of the portfolio, ranked #67.

Quadcap Wealth Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.43M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Quadcap Wealth Management held 11,772 shares of iShares Russell 2000 ETF worth $2.92M as of Q1 2026.
Quadcap Wealth Management sold 2,174 iShares Russell 2000 ETF shares in Q1 2026, an estimated $561K.
iShares Russell 2000 ETF made up 0.33% of Quadcap Wealth Management's portfolio in Q1 2026, its #67 holding.
Quadcap Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's iShares Russell 2000 ETF position peaked at $3.43M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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