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

Western 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 		$4.21M Buy
16,969
+5,497
+48% +$1.42M 0.16% 125
2025
Q4 		$2.82M Buy
11,472
+106
+0.9% +$26.1K 0.13% 165
2025
Q3 		$2.75M Sell
11,366
-157
-1% -$36K 0.15% 147
2025
Q2 		$2.49M Hold
11,523
– – 0.15% 141
2025
Q1 		$2.3M Sell
11,523
-432
-4% -$93.7K 0.15% 132
2024
Q4 		$2.64M Sell
11,955
-4,821
-29% -$1.1M 0.17% 115
2024
Q3 		$3.71M Buy
16,776
+4,965
+42% +$1.06M 0.21% 98
2024
Q2 		$2.4M Sell
11,811
-1,067
-8% -$216K 0.18% 113
2024
Q1 		$2.71M Sell
12,878
-2,891
-18% -$577K 0.21% 97
2023
Q4 		$3.17M Buy
15,769
+286
+2% +$51.2K 0.23% 90
2023
Q3 		$2.74M Buy
15,483
+492
+3% +$92.4K 0.23% 90
2023
Q2 		$2.81M Sell
14,991
-559
-4% -$99.7K 0.24% 87
2023
Q1 		$2.77M Buy
15,550
+71
+0.5% +$13.1K 0.26% 91
2022
Q4 		$2.7M Sell
15,479
-16,523
-52% -$2.94M 0.28% 93
2022
Q3 		$5.32M Buy
32,002
+411
+1% +$75K 0.3% 67
2022
Q2 		$5.38M Buy
31,591
+1,197
+4% +$221K 0.31% 71
2022
Q1 		$6.24M Buy
30,394
+11,712
+63% +$2.39M 0.3% 72
2021
Q4 		$4.16M Buy
+18,682
New +$4.22M 0.41% 46
2021
Q2 		$5.13M Buy
22,379
+6,941
+45% +$1.56M 0.53% 31
2021
Q1 		$3.41M Buy
15,438
+5,186
+51% +$1.13M 0.46% 42
2020
Q4 		$2.01M Sell
10,252
-3,331
-25% -$583K 0.3% 79
2020
Q3 		$2.04M Sell
13,583
-1,648
-11% -$248K 0.33% 66
2020
Q2 		$2.18M Sell
15,231
-3,720
-20% -$488K 0.4% 49
2020
Q1 		$2.17M Sell
18,951
-6,510
-26% -$971K 0.5% 43
2019
Q4 		$4.22M Sell
25,461
-1,376
-5% -$217K 0.64% 35
2019
Q3 		$3.94M Buy
26,837
+604
+2% +$92.2K 0.82% 23
2019
Q2 		$4.08M Buy
26,233
+170
+0.7% +$26.2K 0.54% 42
2019
Q1 		$3.99M Sell
26,063
-1,499
-5% -$225K 0.89% 22
2018
Q4 		$3.68M Buy
+27,562
New +$4.11M 0.99% 20

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

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

Western Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 48% in Q1 2026, buying an estimated $1.42M and bringing the position to 16,969 shares worth $4.21M. The position accounts for 0.16% of the portfolio, ranked #125.

Western Wealth Management first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.24M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Western Wealth Management held 16,969 shares of iShares Russell 2000 ETF worth $4.21M as of Q1 2026.
  • Western Wealth Management bought 5,497 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.42M.
  • iShares Russell 2000 ETF made up 0.16% of Western Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Western Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's iShares Russell 2000 ETF position peaked at $6.24M in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.