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

RMG 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
Q3 		$702K Buy
2,544
+265
+12% +$77.8K 0.07% 31
2026
Q2 		$690K Buy
2,279
+31
+1% +$8.71K 0.07% 33
2026
Q1 		$641K Buy
+2,248
New +$580K 0.07% 34
2025
Q4 		– Sell
-57
Closed -$13.9K – 456
2025
Q3 		$13.9K Hold
57
– – ﹤0.01% 209
2025
Q2 		$12.7K Buy
+57
New +$11.5K ﹤0.01% 215

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

RMG Wealth Management's IWM Position: Q3 2026 in Review

RMG Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q3 2026, buying an estimated $77.8K and bringing the position to 2,544 shares worth $702K. The position accounts for 0.07% of the portfolio, ranked #31.

RMG Wealth Management first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. 1,637 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • RMG Wealth Management held 2,544 shares of iShares Russell 2000 ETF worth $702K as of Q3 2026.
  • RMG Wealth Management bought 265 iShares Russell 2000 ETF shares in Q3 2026, an estimated $77.8K.
  • iShares Russell 2000 ETF made up 0.07% of RMG Wealth Management's portfolio in Q3 2026, its #31 holding.
  • RMG Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,637 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.