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

Xcel 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	$382K	Sell	1,273 -395	-24%	-$111K	0.09%	122
2026 Q1	$414K	Sell	1,668 -3	-0.2%	-$774	0.11%	110
2025 Q4	$411K	Hold	1,671	–	–	0.1%	111
2025 Q3	$404K	Buy	1,671 +65	+4%	+$14.9K	0.11%	108
2025 Q2	$347K	Sell	1,606 -12	-0.7%	-$2.42K	0.1%	108
2025 Q1	$323K	Sell	1,618 -9	-0.6%	-$1.95K	0.1%	110
2024 Q4	$360K	Buy	1,627 +49	+3%	+$11.2K	0.1%	102
2024 Q3	$349K	Sell	1,578 -80	-5%	-$17.1K	0.1%	100
2024 Q2	$336K	Buy	1,658 +50	+3%	+$10.1K	0.11%	92
2024 Q1	$338K	Buy	+1,608	New	+$321K	0.11%	95

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

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

Xcel Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, selling an estimated $111K and leaving 1,273 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #122.

Xcel Wealth Management first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. The position peaked at $414K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Xcel Wealth Management held 1,273 shares of iShares Russell 2000 ETF worth $382K as of Q2 2026.
Xcel Wealth Management sold 395 iShares Russell 2000 ETF shares in Q2 2026, an estimated $111K.
iShares Russell 2000 ETF made up 0.09% of Xcel Wealth Management's portfolio in Q2 2026, its #122 holding.
Xcel Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
Xcel Wealth Management's iShares Russell 2000 ETF position peaked at $414K in Q1 2026.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.