Spahn Wealth & Retirement’s iShares Russell 2000 ETF IWM Stock Holding History

Spahn Wealth & Retirement’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	$5.81M	Hold	23,445	–	–	7.4%	3
2025 Q4	$5.77M	Buy	23,445 +208	+0.9%	+$51.1K	3.58%	11
2025 Q3	$5.62M	Sell	23,237 -1,233	-5%	-$283K	3.33%	13
2025 Q2	$5.28M	Sell	24,470 -27,652	-53%	-$5.56M	3.4%	11
2025 Q1	$10.4M	Sell	52,122 -16,236	-24%	-$3.52M	7.63%	3
2024 Q4	$15.1M	Buy	+68,358	New	+$15.6M	9.91%	2

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

Spahn Wealth & Retirement's IWM Position: Q1 2026 in Review

Spahn Wealth & Retirement held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 23,445 shares worth $5.81M. The position accounts for 7.4% of the portfolio, ranked #3.

Spahn Wealth & Retirement first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.1M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Spahn Wealth & Retirement held 23,445 shares of iShares Russell 2000 ETF worth $5.81M as of Q1 2026.
Spahn Wealth & Retirement left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 7.4% of Spahn Wealth & Retirement's portfolio in Q1 2026, its #3 holding.
Spahn Wealth & Retirement first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Spahn Wealth & Retirement's iShares Russell 2000 ETF position peaked at $15.1M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.