A&I Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

A&I Financial Services’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	-169,929	Closed	-$41.8M	–	79
2025 Q4	$41.8M	Buy	169,929 +85	+0.1%	+$20.9K	19.87%	1
2025 Q3	$41.2M	Sell	169,844 -343	-0.2%	-$78.7K	20.1%	1
2025 Q2	$36.7M	Buy	170,187 +1,349	+0.8%	+$271K	20.73%	1
2025 Q1	$33.7M	Sell	168,838 -3,941	-2%	-$855K	22.79%	1
2024 Q4	$38.2M	Buy	+172,779	New	+$39.4M	37.22%	1

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

A&I Financial Services's IWM Position: Q1 2026 in Review

A&I Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 169,929 shares — an estimated $41.8M sold.

A&I Financial Services first reported a position in IWM in Q4 2024 and held it in 5 quarters. The position peaked at $41.8M in Q4 2025. 2,583 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

A&I Financial Services reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
A&I Financial Services sold 169,929 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41.8M.
A&I Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 5 quarters.
A&I Financial Services's iShares Russell 2000 ETF position peaked at $41.8M in Q4 2025.
2,583 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on A&I Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.