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

Steelhead 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	$223K	Buy	+901	New	+$232K	0.11%	80

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 $303B AUM 53.02% 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

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

Steelhead Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 901 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings.

2,571 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Steelhead Wealth Management held 901 shares of iShares Russell 2000 ETF worth $223K as of Q1 2026.
iShares Russell 2000 ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares Russell 2000 ETF made up 0.11% of Steelhead Wealth Management's portfolio in Q1 2026, its #80 holding.
2,571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.