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

Whalen 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 		– Sell
-1,542
Closed -$379K – 203
2025
Q4 		$379K Buy
+1,542
New +$379K 0.2% 142
2024
Q3 		– Sell
-9,132
Closed -$1.85M – 129
2024
Q2 		$1.85M Buy
+9,132
New +$1.85M 1.47% 18

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

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

Whalen Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,542 shares — an estimated $379K sold.

Whalen Wealth Management first reported a position in IWM in Q2 2024 and held it in 2 quarters. The position peaked at $1.85M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Whalen Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,542 iShares Russell 2000 ETF shares in Q1 2026, an estimated $379K.
  • Whalen Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 2 quarters.
  • Whalen Wealth Management's iShares Russell 2000 ETF position peaked at $1.85M in Q2 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.