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Surience Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Surience Private Wealth’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 		$5.15M Sell
20,770
-15,795
-43% -$4.07M 5.53% 4
2025
Q4 		$9M Sell
36,565
-21,517
-37% -$5.29M 9.66% 2
2025
Q3 		$14.1M Buy
+58,082
New +$13.3M 12.85% 1
2025
Q2 		– Sell
-25,234
Closed -$5.03M – 38
2025
Q1 		$5.03M Buy
25,234
+5,807
+30% +$1.26M 8.75% 3
2024
Q4 		$4.29M Sell
19,427
-30,927
-61% -$7.05M 5.54% 10
2024
Q3 		$11.1M Buy
50,354
+24,222
+93% +$5.18M 11.37% 4
2024
Q2 		$5.3M Sell
26,132
-19,998
-43% -$4.04M 6.82% 2
2024
Q1 		$9.7M Buy
46,130
+16,469
+56% +$3.29M 9.19% 3
2023
Q4 		$5.95M Buy
+29,661
New +$5.31M 6.05% 4
2023
Q3 		– Sell
-3,405
Closed -$638K – 27
2023
Q2 		$638K Buy
3,405
+825
+32% +$147K 0.91% 17
2023
Q1 		$460K Sell
2,580
-41,817
-94% -$7.7M 0.68% 16
2022
Q4 		$7.74M Buy
44,397
+41,817
+1,621% +$7.44M 10.27% 3
2022
Q3 		$425K Hold
2,580
– – 1.09% 12
2022
Q2 		$437K Sell
2,580
-24,789
-91% -$4.57M 0.66% 10
2022
Q1 		$5.62M Buy
27,369
+25,915
+1,782% +$5.29M 4.91% 8
2021
Q4 		$323K Buy
+1,454
New +$329K 0.26% 22

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

Surience Private Wealth's IWM Position: Q1 2026 in Review

Surience Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 43% in Q1 2026, selling an estimated $4.07M and leaving 20,770 shares worth $5.15M. The position accounts for 5.53% of the portfolio, ranked #4.

Surience Private Wealth first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. The position peaked at $14.1M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Surience Private Wealth held 20,770 shares of iShares Russell 2000 ETF worth $5.15M as of Q1 2026.
  • Surience Private Wealth sold 15,795 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.07M.
  • iShares Russell 2000 ETF made up 5.53% of Surience Private Wealth's portfolio in Q1 2026, its #4 holding.
  • Surience Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
  • Surience Private Wealth's iShares Russell 2000 ETF position peaked at $14.1M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.