REDW Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.81M | Sell |
11,345
-569
| -5% | -$147K | 1.12% | 22 |
|
|
2025
Q4 | $2.93M | Sell |
11,914
-613
| -5% | -$151K | 1.12% | 22 |
|
|
2025
Q3 | $3.03M | Sell |
12,527
-145
| -1% | -$33.3K | 1.15% | 20 |
|
|
2025
Q2 | $2.73M | Buy |
12,672
+116
| +0.9% | +$23.3K | 1.09% | 20 |
|
|
2025
Q1 | $2.5M | Buy |
12,556
+1,793
| +17% | +$389K | 0.93% | 24 |
|
|
2024
Q4 | $2.38M | Buy |
10,763
+9,347
| +660% | +$2.13M | 0.83% | 26 |
|
|
2024
Q3 | $313K | Hold |
1,416
| – | – | 0.08% | 124 |
|
|
2024
Q2 | $287K | Hold |
1,416
| – | – | 0.08% | 127 |
|
|
2024
Q1 | $298K | Hold |
1,416
| – | – | 0.08% | 119 |
|
|
2023
Q4 | $284K | Sell |
1,416
-299
| -17% | -$53.6K | 0.08% | 116 |
|
|
2023
Q3 | $303K | Sell |
1,715
-500
| -23% | -$93.9K | 0.09% | 105 |
|
|
2023
Q2 | $415K | Hold |
2,215
| – | – | 0.12% | 94 |
|
|
2023
Q1 | $395K | Hold |
2,215
| – | – | 0.13% | 92 |
|
|
2022
Q4 | $386K | Sell |
2,215
-561
| -20% | -$99.8K | 0.13% | 90 |
|
|
2022
Q3 | $458K | Buy |
2,776
+261
| +10% | +$47.6K | 0.18% | 73 |
|
|
2022
Q2 | $426K | Sell |
2,515
-100
| -4% | -$18.4K | 0.16% | 72 |
|
|
2022
Q1 | $537K | Buy |
2,615
+400
| +18% | +$81.6K | 0.16% | 61 |
|
|
2021
Q4 | $493K | Sell |
2,215
-118
| -5% | -$26.7K | 0.14% | 64 |
|
|
2021
Q3 | $510K | Hold |
2,333
| – | – | 0.16% | 60 |
|
|
2021
Q2 | $535K | Sell |
2,333
-50
| -2% | -$11.2K | 0.17% | 60 |
|
|
2021
Q1 | $527K | Hold |
2,383
| – | – | 0.18% | 59 |
|
|
2020
Q4 | $467K | Hold |
2,383
| – | – | 0.17% | 56 |
|
|
2020
Q3 | $357K | Hold |
2,383
| – | – | 0.15% | 60 |
|
|
2020
Q2 | $341K | Sell |
2,383
-260
| -10% | -$34.1K | 0.17% | 55 |
|
|
2020
Q1 | $303K | Sell |
2,643
-114
| -4% | -$17K | 0.19% | 50 |
|
|
2019
Q4 | $457K | Hold |
2,757
| – | – | 0.25% | 46 |
|
|
2019
Q3 | $417K | Sell |
2,757
-526
| -16% | -$80.3K | 0.25% | 47 |
|
|
2019
Q2 | $510K | Buy |
3,283
+2
| +0.1% | +$308 | 0.31% | 36 |
|
|
2019
Q1 | $502K | Buy |
3,281
+2
| +0.1% | +$301 | 0.31% | 33 |
|
|
2018
Q4 | $439K | Sell |
3,279
-110
| -3% | -$16.4K | 0.3% | 33 |
|
|
2018
Q3 | $571K | Sell |
3,389
-1
| -0% | -$169 | 0.38% | 29 |
|
|
2018
Q2 | $555K | Buy |
3,390
+509
| +18% | +$81.4K | 0.4% | 28 |
|
|
2018
Q1 | $437K | Sell |
2,881
-178
| -6% | -$27.5K | 0.33% | 39 |
|
|
2017
Q4 | $466K | Sell |
3,059
-32
| -1% | -$4.81K | 0.36% | 38 |
|
|
2017
Q3 | $458K | Sell |
3,091
-166
| -5% | -$23.4K | 0.38% | 31 |
|
|
2017
Q2 | $459K | Hold |
3,257
| – | – | 0.45% | 26 |
|
|
2017
Q1 | $448K | Sell |
3,257
-102
| -3% | -$13.9K | 0.46% | 31 |
|
|
2016
Q4 | $453K | Buy |
+3,359
| New | +$429K | 0.51% | 28 |
|
Other funds holding IWM
REDW Wealth's IWM Position: Q1 2026 in Review
REDW Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 4.8% in Q1 2026, selling an estimated $147K and leaving 11,345 shares worth $2.81M. The position accounts for 1.12% of the portfolio, ranked #22.
REDW Wealth first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.03M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- REDW Wealth held 11,345 shares of iShares Russell 2000 ETF worth $2.81M as of Q1 2026.
- REDW Wealth sold 569 iShares Russell 2000 ETF shares in Q1 2026, an estimated $147K.
- iShares Russell 2000 ETF made up 1.12% of REDW Wealth's portfolio in Q1 2026, its #22 holding.
- REDW Wealth first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
- REDW Wealth's iShares Russell 2000 ETF position peaked at $3.03M in Q3 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.