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

Ritholtz 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	$696K	Buy	2,806 +221	+9%	+$57K	0.01%	669
2025 Q4	$636K	Sell	2,585 -171	-6%	-$42K	0.01%	644
2025 Q3	$667K	Buy	2,756 +207	+8%	+$47.5K	0.01%	600
2025 Q2	$550K	Sell	2,549 -201	-7%	-$40.4K	0.01%	612
2025 Q1	$549K	Buy	2,750 +474	+21%	+$103K	0.02%	567
2024 Q4	$503K	Buy	2,276 +162	+8%	+$36.9K	0.01%	563
2024 Q3	$467K	Sell	2,114 -246	-10%	-$52.6K	0.01%	580
2024 Q2	$479K	Buy	2,360 +857	+57%	+$173K	0.02%	543
2024 Q1	$316K	Buy	+1,503	New	+$300K	0.01%	621
2021 Q2	–	Sell	-929	Closed	-$205K	–	549
2021 Q1	$205K	Buy	+929	New	+$203K	0.02%	402
2016 Q4	$406K	Buy	+3,014	New	+$385K	0.21%	48

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

Ritholtz Wealth Management's IWM Position: Q1 2026 in Review

Ritholtz Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q1 2026, buying an estimated $57K and bringing the position to 2,806 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #669.

Ritholtz Wealth Management first reported a position in IWM in Q4 2016 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Ritholtz Wealth Management held 2,806 shares of iShares Russell 2000 ETF worth $696K as of Q1 2026.
Ritholtz Wealth Management bought 221 iShares Russell 2000 ETF shares in Q1 2026, an estimated $57K.
iShares Russell 2000 ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #669 holding.
Ritholtz Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.