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

Schrum Private 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	$690K	Hold	2,783	–	–	0.53%	58
2025 Q4	$685K	Hold	2,783	–	–	0.51%	57
2025 Q3	$674K	Sell	2,783 -658	-19%	-$151K	0.49%	55
2025 Q2	$743K	Hold	3,441	–	–	0.6%	47
2025 Q1	$687K	Sell	3,441 -407	-11%	-$88.3K	0.6%	47
2024 Q4	$850K	Buy	+3,848	New	+$877K	0.72%	38
2024 Q3	–	Sell	-1,845	Closed	-$374K	–	174
2024 Q2	$374K	Hold	1,845	–	–	0.34%	73
2024 Q1	$388K	Buy	+1,845	New	+$368K	0.35%	72
2023 Q4	–	Sell	-1,800	Closed	-$318K	–	105
2023 Q3	$318K	Hold	1,800	–	–	0.36%	71
2023 Q2	$337K	Hold	1,800	–	–	0.36%	72
2023 Q1	$321K	Hold	1,800	–	–	0.37%	73
2022 Q4	$314K	Hold	1,800	–	–	0.37%	74
2022 Q3	$296K	Hold	1,800	–	–	0.37%	83
2022 Q2	$305K	Hold	1,800	–	–	0.34%	83
2022 Q1	$369K	Sell	1,800 -250	-12%	-$51K	0.37%	78
2021 Q4	$456K	Buy	+2,050	New	+$463K	0.42%	69

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

Schrum Private Wealth Management's IWM Position: Q1 2026 in Review

Schrum Private Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,783 shares worth $690K. The position accounts for 0.53% of the portfolio, ranked #58.

Schrum Private Wealth Management first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. The position peaked at $850K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Schrum Private Wealth Management held 2,783 shares of iShares Russell 2000 ETF worth $690K as of Q1 2026.
Schrum Private Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.53% of Schrum Private Wealth Management's portfolio in Q1 2026, its #58 holding.
Schrum Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
Schrum Private Wealth Management's iShares Russell 2000 ETF position peaked at $850K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.