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

Tradition 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	$2.24M	Buy	9,015 +11	+0.1%	+$2.84K	0.16%	131
2025 Q4	$2.22M	Sell	9,004 -2	-0%	-$492	0.16%	128
2025 Q3	$2.18M	Sell	9,006 -425	-5%	-$97.5K	0.16%	125
2025 Q2	$2.04M	Sell	9,431 -173	-2%	-$34.8K	0.16%	124
2025 Q1	$1.92M	Buy	9,604 +22	+0.2%	+$4.77K	0.17%	116
2024 Q4	$2.12M	Buy	9,582 +711	+8%	+$162K	0.19%	105
2024 Q3	$1.96M	Buy	8,871 +19	+0.2%	+$4.07K	0.17%	107
2024 Q2	$1.8M	Sell	8,852 -61	-0.7%	-$12.3K	0.17%	113
2024 Q1	$1.87M	Buy	+8,913	New	+$1.78M	0.19%	105
2022 Q2	–	Sell	-8,470	Closed	-$1.74M	–	1114
2022 Q1	$1.74M	Buy	8,470 +15	+0.2%	+$3.06K	0.22%	92
2021 Q4	$1.88M	Buy	8,455 +740	+10%	+$167K	0.24%	90
2021 Q3	$1.69M	Sell	7,715 -86	-1%	-$19.1K	0.24%	94
2021 Q2	$1.79M	Buy	7,801 +67	+0.9%	+$15.1K	0.27%	92
2021 Q1	$1.71M	Sell	7,734 -837	-10%	-$183K	0.3%	82
2020 Q4	$1.68M	Buy	+8,571	New	+$1.5M	0.33%	77

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

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

Tradition Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q1 2026, buying an estimated $2.84K and bringing the position to 9,015 shares worth $2.24M. The position accounts for 0.16% of the portfolio, ranked #131.

Tradition Wealth Management first reported a position in IWM in Q4 2020 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Tradition Wealth Management held 9,015 shares of iShares Russell 2000 ETF worth $2.24M as of Q1 2026.
Tradition Wealth Management bought 11 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.84K.
iShares Russell 2000 ETF made up 0.16% of Tradition Wealth Management's portfolio in Q1 2026, its #131 holding.
Tradition Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 15 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.