SW
IWM icon

Simplicity Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Simplicity Wealth’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 		$1.35M Sell
5,431
-253
-4% -$65.3K 0.08% 240
2025
Q4 		$1.4M Sell
5,684
-11,138
-66% -$2.74M 0.08% 231
2025
Q3 		$4.07M Buy
16,822
+5,611
+50% +$1.29M 0.24% 94
2025
Q2 		$2.42M Buy
11,211
+2,114
+23% +$425K 0.1% 190
2025
Q1 		$1.81M Buy
9,097
+5,297
+139% +$1.15M 0.14% 165
2024
Q4 		$840K Sell
3,800
-2,435
-39% -$555K 0.18% 107
2024
Q3 		$1.38M Sell
6,235
-32,182
-84% -$6.89M 0.13% 151
2024
Q2 		$7.79M Sell
38,417
-20,959
-35% -$4.24M 0.18% 112
2024
Q1 		$12.5M Buy
59,376
+56,361
+1,869% +$11.2M 0.3% 65
2023
Q4 		$605K Buy
3,015
+174
+6% +$31.2K 0.23% 71
2023
Q3 		$502K Buy
2,841
+764
+37% +$143K 0.29% 44
2023
Q2 		$389K Sell
2,077
-188
-8% -$33.5K 0.24% 51
2023
Q1 		$404K Buy
2,265
+1,045
+86% +$192K 0.27% 45
2022
Q4 		$213K Buy
+1,220
New +$217K 0.19% 64

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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 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

Simplicity Wealth's IWM Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q1 2026, selling an estimated $65.3K and leaving 5,431 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #240.

Simplicity Wealth first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Simplicity Wealth held 5,431 shares of iShares Russell 2000 ETF worth $1.35M as of Q1 2026.
  • Simplicity Wealth sold 253 iShares Russell 2000 ETF shares in Q1 2026, an estimated $65.3K.
  • iShares Russell 2000 ETF made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #240 holding.
  • Simplicity Wealth first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Simplicity Wealth's iShares Russell 2000 ETF position peaked at $12.5M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.