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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

360 Financial's IWM Position: Q1 2026 in Review

360 Financial opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,135 shares worth $281K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings. This is a return to the name: 360 Financial previously reported a position in IWM as recently as Q3 2025.

360 Financial first reported a position in IWM in Q1 2024 and has held it in 8 quarters since. The position peaked at $997K in Q3 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

360 Financial held 1,135 shares of iShares Russell 2000 ETF worth $281K as of Q1 2026.
iShares Russell 2000 ETF was a new 360 Financial position in Q1 2026.
iShares Russell 2000 ETF made up 0.08% of 360 Financial's portfolio in Q1 2026, its #61 holding.
360 Financial first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 8 quarters since.
360 Financial's iShares Russell 2000 ETF position peaked at $997K in Q3 2025.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.