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

Redwood 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 		$3.31M Sell
13,344
-227
-2% -$58.6K 1.43% 18
2025
Q4 		$3.34M Sell
13,571
-577
-4% -$142K 1.4% 19
2025
Q3 		$3.42M Buy
14,148
+9
+0.1% +$2.06K 1.45% 19
2025
Q2 		$3.05M Buy
14,139
+393
+3% +$79.1K 1.37% 18
2025
Q1 		$2.74M Sell
13,746
-312
-2% -$67.7K 1.39% 17
2024
Q4 		$3.11M Buy
14,058
+179
+1% +$40.8K 1.51% 16
2024
Q3 		$3.07M Buy
13,879
+6,932
+100% +$1.48M 1.52% 11
2024
Q2 		$1.41M Buy
6,947
+483
+7% +$97.6K 1.06% 23
2024
Q1 		$1.36M Buy
6,464
+4,862
+303% +$970K 1.44% 22
2023
Q4 		$322K Sell
1,602
-111
-6% -$19.9K 0.36% 84
2023
Q3 		$303K Sell
1,713
-36
-2% -$6.76K 0.35% 89
2023
Q2 		$328K Sell
1,749
-34
-2% -$6.06K 0.36% 83
2023
Q1 		$318K Sell
1,783
-16
-0.9% -$2.95K 0.36% 82
2022
Q4 		$314K Buy
+1,799
New +$320K 0.39% 75

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

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

Redwood Wealth Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2026, selling an estimated $58.6K and leaving 13,344 shares worth $3.31M. The position accounts for 1.43% of the portfolio, ranked #18.

Redwood Wealth Management Group first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Redwood Wealth Management Group held 13,344 shares of iShares Russell 2000 ETF worth $3.31M as of Q1 2026.
  • Redwood Wealth Management Group sold 227 iShares Russell 2000 ETF shares in Q1 2026, an estimated $58.6K.
  • iShares Russell 2000 ETF made up 1.43% of Redwood Wealth Management Group's portfolio in Q1 2026, its #18 holding.
  • Redwood Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's iShares Russell 2000 ETF position peaked at $3.42M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.