360 Financial’s iShares Russell 2000 ETF IWM Stock Holding History

360 Financial’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	$341K	Hold	1,135	–	–	0.09%	61
2026 Q1	$281K	Buy	+1,135	New	+$293K	0.08%	61
2025 Q4	–	Sell	-4,119	Closed	-$997K	–	84
2025 Q3	$997K	Buy	4,119 +418	+11%	+$95.9K	0.32%	31
2025 Q2	$799K	Buy	3,701 +747	+25%	+$150K	0.25%	38
2025 Q1	$589K	Sell	2,954 -281	-9%	-$61K	0.21%	46
2024 Q4	$715K	Buy	3,235 +975	+43%	+$222K	0.26%	40
2024 Q3	$499K	Buy	2,260 +271	+14%	+$58K	0.18%	49
2024 Q2	$404K	Buy	1,989 +243	+14%	+$49.1K	0.15%	60
2024 Q1	$367K	Buy	+1,746	New	+$348K	0.14%	59

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

360 Financial's IWM Position: Q2 2026 in Review

360 Financial held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,135 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #61.

360 Financial first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $997K in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

360 Financial held 1,135 shares of iShares Russell 2000 ETF worth $341K as of Q2 2026.
360 Financial left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.09% of 360 Financial's portfolio in Q2 2026, its #61 holding.
360 Financial first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
360 Financial's iShares Russell 2000 ETF position peaked at $997K in Q3 2025.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.