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

SK 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 		$2.71M Buy
10,754
+567
+6% +$146K 0.75% 22
2025
Q4 		$2.68M Buy
10,187
+8,966
+734% +$2.2M 0.75% 20
2025
Q3 		$299K Sell
1,221
-111
-8% -$25.5K 0.11% 68
2025
Q2 		$298K Sell
1,332
-1,065
-44% -$214K 0.13% 62
2025
Q1 		$438K Sell
2,397
-683
-22% -$148K 0.24% 46
2024
Q4 		$680K Hold
3,080
– – 0.35% 39
2024
Q3 		$685K Buy
+3,080
New +$659K 0.35% 37

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

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

SK Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 5.6% in Q1 2026, buying an estimated $146K and bringing the position to 10,754 shares worth $2.71M. The position accounts for 0.75% of the portfolio, ranked #22.

SK Wealth Management first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • SK Wealth Management held 10,754 shares of iShares Russell 2000 ETF worth $2.71M as of Q1 2026.
  • SK Wealth Management bought 567 iShares Russell 2000 ETF shares in Q1 2026, an estimated $146K.
  • iShares Russell 2000 ETF made up 0.75% of SK Wealth Management's portfolio in Q1 2026, its #22 holding.
  • SK Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.