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

Straight Path 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 		$280K Hold
1,130
– – 0.07% 100
2025
Q4 		$278K Hold
1,130
– – 0.08% 102
2025
Q3 		$273K Hold
1,130
– – 0.07% 112
2025
Q2 		$244K Hold
1,130
– – 0.08% 100
2025
Q1 		$225K Hold
1,130
– – 0.09% 92
2024
Q4 		$250K Hold
1,130
– – 0.1% 83
2024
Q3 		$250K Buy
+1,130
New +$242K 0.11% 83
2022
Q2 		– Sell
-1,097
Closed -$225K – 76
2022
Q1 		$225K Sell
1,097
-14
-1% -$2.86K 0.19% 59
2021
Q4 		$247K Buy
+1,111
New +$251K 0.22% 63

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