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Wagner Wealth Management (South Carolina)’s iShares Russell 2000 ETF IWM Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		$14.7K Hold
49
– – ﹤0.01% 217
2026
Q1 		$12.2K Buy
49
+11
+29% +$2.84K ﹤0.01% 220
2025
Q4 		$9.35K Buy
+38
New +$9.34K ﹤0.01% 214
2024
Q3 		– Sell
-1,941
Closed -$394K – 250
2024
Q2 		$394K Sell
1,941
-2
-0.1% -$404 0.12% 83
2024
Q1 		$409K Buy
1,943
+432
+29% +$86.2K 0.12% 81
2023
Q4 		$303K Buy
1,511
+1,401
+1,274% +$251K 0.1% 96
2023
Q3 		$19.4K Buy
+110
New +$20.6K 0.01% 159
2022
Q3 		– Sell
-294
Closed -$53.6K – 733
2022
Q2 		$50K Sell
294
-294
-50% -$54.2K 0.04% 206
2022
Q1 		$120K Buy
588
+294
+100% +$60K 0.08% 135
2021
Q4 		$65K Hold
294
– – 0.05% 216
2021
Q3 		$67K Sell
294
-17
-5% -$3.77K 0.05% 204
2021
Q2 		$71K Sell
311
-300
-49% -$67.5K 0.05% 219
2021
Q1 		$135K Sell
611
-175
-22% -$38.2K 0.11% 145
2020
Q4 		$154K Buy
+786
New +$138K 0.15% 103
2018
Q3 		$328K Buy
1,948
+953
+96% +$161K 0.22% 87
2018
Q2 		$163K Buy
995
+366
+58% +$58.6K 0.12% 130
2018
Q1 		$96K Hold
629
– – 0.07% 171
2017
Q4 		$99K Buy
+629
New +$94.5K 0.07% 176

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IWM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 49 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Wagner Wealth Management (South Carolina) first reported a position in IWM in Q4 2017 and has held it in 18 quarters since. The position peaked at $409K in Q1 2024. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 49 shares of iShares Russell 2000 ETF worth $14.7K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #217 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 18 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares Russell 2000 ETF position peaked at $409K in Q1 2024.
  • 2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.