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Smith & Howard Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Smith & Howard 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 		$5.14M Sell
20,767
-1,669
-7% -$431K 1.11% 23
2025
Q4 		$5.52M Sell
22,436
-2,743
-11% -$674K 1.24% 19
2025
Q3 		$6.09M Sell
25,179
-724
-3% -$166K 1.4% 18
2025
Q2 		$5.59M Buy
25,903
+61
+0.2% +$12.3K 1.42% 18
2025
Q1 		$5.16M Buy
25,842
+2,105
+9% +$457K 1.41% 17
2024
Q4 		$5.24M Sell
23,737
-318
-1% -$72.5K 1.48% 17
2024
Q3 		$5.31M Buy
24,055
+304
+1% +$65.1K 1.49% 18
2024
Q2 		$4.82M Sell
23,751
-96
-0.4% -$19.4K 1.43% 18
2024
Q1 		$5.02M Buy
23,847
+1,358
+6% +$271K 1.55% 19
2023
Q4 		$4.51M Sell
22,489
-630
-3% -$113K 1.6% 20
2023
Q3 		$4.09M Sell
23,119
-6
-0% -$1.13K 1.43% 21
2023
Q2 		$4.33M Sell
23,125
-3,815
-14% -$680K 1.52% 20
2023
Q1 		$4.81M Buy
26,940
+2,270
+9% +$418K 1.66% 20
2022
Q4 		$4.3M Buy
24,670
+1,263
+5% +$225K 1.64% 20
2022
Q3 		$3.86M Buy
23,407
+5,118
+28% +$933K 1.65% 19
2022
Q2 		$3.1M Buy
18,289
+2,839
+18% +$523K 1.31% 22
2022
Q1 		$3.17M Buy
15,450
+1,452
+10% +$296K 1.33% 20
2021
Q4 		$3.11M Buy
13,998
+347
+3% +$78.4K 1.41% 19
2021
Q3 		$2.99M Buy
13,651
+170
+1% +$37.7K 1.41% 19
2021
Q2 		$3.09M Sell
13,481
-295
-2% -$66.3K 1.47% 19
2021
Q1 		$3.04M Sell
13,776
-27
-0.2% -$5.89K 1.53% 20
2020
Q4 		$2.71M Sell
13,803
-168
-1% -$29.4K 1.44% 20
2020
Q3 		$2.09M Buy
13,971
+269
+2% +$40.5K 1.23% 21
2020
Q2 		$1.96M Buy
13,702
+1,887
+16% +$248K 1.22% 21
2020
Q1 		$1.35M Buy
11,815
+7,510
+174% +$1.12M 0.86% 24
2019
Q4 		$713K Hold
4,305
– – 0.24% 42
2019
Q3 		$652K Buy
4,305
+621
+17% +$94.8K 0.26% 38
2019
Q2 		$573K Sell
3,684
-1,953
-35% -$301K 0.24% 32
2019
Q1 		$863K Buy
5,637
+2,079
+58% +$312K 0.43% 23
2018
Q4 		$476K Buy
+3,558
New +$531K 0.26% 31
2014
Q1 		– Sell
-119
Closed -$14K – 127
2013
Q4 		$14K Buy
+119
New +$13.1K 0.01% 190

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

Smith & Howard Wealth Management's IWM Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 7.4% in Q1 2026, selling an estimated $431K and leaving 20,767 shares worth $5.14M. The position accounts for 1.11% of the portfolio, ranked #23.

Smith & Howard Wealth Management first reported a position in IWM in Q4 2013 and has held it in 31 quarters since. The position peaked at $6.09M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Smith & Howard Wealth Management held 20,767 shares of iShares Russell 2000 ETF worth $5.14M as of Q1 2026.
  • Smith & Howard Wealth Management sold 1,669 iShares Russell 2000 ETF shares in Q1 2026, an estimated $431K.
  • iShares Russell 2000 ETF made up 1.11% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Smith & Howard Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 31 quarters since.
  • Smith & Howard Wealth Management's iShares Russell 2000 ETF position peaked at $6.09M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.