SPC
IWM icon

Spirepoint Private Client’s iShares Russell 2000 ETF IWM Stock Holding History

Spirepoint Private Client’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 		$348K Sell
1,405
-100
-7% -$25.8K 0.03% 235
2025
Q4 		$370K Hold
1,505
– – 0.04% 208
2025
Q3 		$364K Hold
1,505
– – 0.04% 194
2025
Q2 		$325K Hold
1,505
– – 0.04% 188
2025
Q1 		$300K Hold
1,505
– – 0.04% 172
2024
Q4 		$333K Buy
+1,505
New +$343K 0.04% 169

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

Spirepoint Private Client's IWM Position: Q1 2026 in Review

Spirepoint Private Client reduced its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q1 2026, selling an estimated $25.8K and leaving 1,405 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #235.

Spirepoint Private Client first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $370K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Spirepoint Private Client held 1,405 shares of iShares Russell 2000 ETF worth $348K as of Q1 2026.
  • Spirepoint Private Client sold 100 iShares Russell 2000 ETF shares in Q1 2026, an estimated $25.8K.
  • iShares Russell 2000 ETF made up 0.03% of Spirepoint Private Client's portfolio in Q1 2026, its #235 holding.
  • Spirepoint Private Client first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Spirepoint Private Client's iShares Russell 2000 ETF position peaked at $370K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.