Risk Paradigm Group’s iShares Russell 2000 ETF IWM Stock Holding History

Risk Paradigm 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	$2.38M	Buy	9,589 +5,732	+149%	+$1.48M	2.03%	26
2025 Q4	$949K	Buy	+3,857	New	+$948K	0.91%	34
2015 Q4	–	Sell	-62	Closed	-$6.77K	–	303
2015 Q3	$6.77K	Hold	62	–	–	0.01%	244
2015 Q2	$7.74K	Hold	62	–	–	0.01%	232
2015 Q1	$7.71K	Buy	+62	New	+$7.47K	0.01%	237

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

Risk Paradigm Group's IWM Position: Q1 2026 in Review

Risk Paradigm Group increased its iShares Russell 2000 ETF (IWM) stake by 149% in Q1 2026, buying an estimated $1.48M and bringing the position to 9,589 shares worth $2.38M. The position accounts for 2.03% of the portfolio, ranked #26.

Risk Paradigm Group first reported a position in IWM in Q1 2015 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Risk Paradigm Group held 9,589 shares of iShares Russell 2000 ETF worth $2.38M as of Q1 2026.
Risk Paradigm Group bought 5,732 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.48M.
iShares Russell 2000 ETF made up 2.03% of Risk Paradigm Group's portfolio in Q1 2026, its #26 holding.
Risk Paradigm Group first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 5 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.