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 Q2	$5.17M	Buy	17,199 +230	+1%	+$64.6K	0.17%	124
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 -15,850	-58%	-$3.44M	0.15%	132
2024 Q4	$6.05M	Buy	27,373 +10,597	+63%	+$2.42M	0.32%	62
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Western Wealth Management's IWM Position: Q2 2026 in Review

Western Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, buying an estimated $64.6K and bringing the position to 17,199 shares worth $5.17M. The position accounts for 0.17% of the portfolio, ranked #124.

Western Wealth Management first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.24M in Q1 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Western Wealth Management held 17,199 shares of iShares Russell 2000 ETF worth $5.17M as of Q2 2026.
Western Wealth Management bought 230 iShares Russell 2000 ETF shares in Q2 2026, an estimated $64.6K.
iShares Russell 2000 ETF made up 0.17% of Western Wealth Management's portfolio in Q2 2026, its #124 holding.
Western Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares Russell 2000 ETF position peaked at $6.24M in Q1 2022.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.