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

Quadrant Private 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 		$434K Buy
1,751
+103
+6% +$26.6K 0.07% 190
2025
Q4 		$406K Hold
1,648
– – 0.07% 190
2025
Q3 		$399K Hold
1,648
– – 0.07% 179
2025
Q2 		$356K Sell
1,648
-15
-0.9% -$3.02K 0.07% 177
2025
Q1 		$332K Hold
1,663
– – 0.08% 174
2024
Q4 		$367K Hold
1,663
– – 0.09% 178
2024
Q3 		$367K Sell
1,663
-649
-28% -$139K 0.09% 170
2024
Q2 		$469K Sell
2,312
-89
-4% -$18K 0.11% 153
2024
Q1 		$505K Buy
2,401
+329
+16% +$65.6K 0.13% 138
2023
Q4 		$416K Buy
+2,072
New +$371K 0.12% 148
2023
Q3 		– Sell
-1,968
Closed -$369K – 232
2023
Q2 		$369K Hold
1,968
– – 0.11% 158
2023
Q1 		$351K Hold
1,968
– – 0.11% 160
2022
Q4 		$343K Buy
+1,968
New +$350K 0.12% 155
2022
Q2 		$299K Buy
+1,768
New +$326K 0.12% 148

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

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

Quadrant Private Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q1 2026, buying an estimated $26.6K and bringing the position to 1,751 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #190.

Quadrant Private Wealth Management first reported a position in IWM in Q2 2022 and has held it in 14 quarters since. The position peaked at $505K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Quadrant Private Wealth Management held 1,751 shares of iShares Russell 2000 ETF worth $434K as of Q1 2026.
  • Quadrant Private Wealth Management bought 103 iShares Russell 2000 ETF shares in Q1 2026, an estimated $26.6K.
  • iShares Russell 2000 ETF made up 0.07% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Quadrant Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 14 quarters since.
  • Quadrant Private Wealth Management's iShares Russell 2000 ETF position peaked at $505K in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.