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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
Q2 		– Sell
-13,344
Closed -$3.31M – 58
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Redwood Wealth Management Group's IWM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 13,344 shares — an estimated $3.31M sold.

Redwood Wealth Management Group first reported a position in IWM in Q4 2022 and held it in 14 quarters. The position peaked at $3.42M in Q3 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 13,344 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.31M.
  • Redwood Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's iShares Russell 2000 ETF position peaked at $3.42M in Q3 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.