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

SHP 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 		$440K Sell
1,773
-444
-20% -$115K 0.03% 167
2025
Q4 		$546K Buy
+2,217
New +$545K 0.04% 140

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

SHP Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 20% in Q1 2026, selling an estimated $115K and leaving 1,773 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #167.

SHP Wealth Management first reported a position in IWM in Q4 2025 and has held it in 2 quarters since. The position peaked at $546K in Q4 2025. 2,575 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • SHP Wealth Management held 1,773 shares of iShares Russell 2000 ETF worth $440K as of Q1 2026.
  • SHP Wealth Management sold 444 iShares Russell 2000 ETF shares in Q1 2026, an estimated $115K.
  • iShares Russell 2000 ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #167 holding.
  • SHP Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Russell 2000 ETF position peaked at $546K in Q4 2025.
  • 2,575 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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