AFG Fiduciary Services’s iShares Russell 2000 ETF IWM Stock Holding History

AFG Fiduciary 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 Q2	$497K	Sell	1,671 -2,324	-58%	-$653K	0.39%	43
2026 Q1	$1.01M	Buy	3,995 +2,356	+144%	+$608K	0.59%	38
2025 Q4	$408K	Hold	1,639	–	–	0.24%	60
2025 Q3	$397K	Hold	1,639	–	–	0.23%	61
2025 Q2	$357K	Sell	1,639 -173	-10%	-$34.8K	0.23%	60
2025 Q1	$344K	Buy	1,812 +56	+3%	+$12.1K	0.25%	53
2024 Q4	$393K	Sell	1,756 -95	-5%	-$21.7K	0.28%	52
2024 Q3	$410K	Hold	1,851	–	–	0.28%	46
2024 Q2	$408K	Sell	1,851 -25	-1%	-$5.05K	0.28%	47
2024 Q1	$387K	Sell	1,876 -376	-17%	-$75K	0.29%	51
2023 Q4	$443K	Buy	2,252 +300	+15%	+$53.7K	0.36%	49
2023 Q3	$332K	Sell	1,952 -109	-5%	-$20.5K	0.29%	48
2023 Q2	$395K	Buy	2,061 +229	+13%	+$40.8K	0.3%	55
2023 Q1	$327K	Sell	1,832 -535	-23%	-$98.5K	0.3%	47
2022 Q4	$413K	Sell	2,367 -128	-5%	-$22.8K	0.39%	42
2022 Q3	$411K	Buy	2,495 +555	+29%	+$101K	0.39%	44
2022 Q2	$329K	Sell	1,940 -177	-8%	-$32.6K	0.29%	60
2022 Q1	$435K	Sell	2,117 -612	-22%	-$125K	0.31%	56
2021 Q4	$607K	Buy	+2,729	New	+$617K	0.43%	39

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

AFG Fiduciary Services's IWM Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares Russell 2000 ETF (IWM) stake by 58% in Q2 2026, selling an estimated $653K and leaving 1,671 shares worth $497K. The position accounts for 0.39% of the portfolio, ranked #43.

AFG Fiduciary Services first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

AFG Fiduciary Services held 1,671 shares of iShares Russell 2000 ETF worth $497K as of Q2 2026.
AFG Fiduciary Services sold 2,324 iShares Russell 2000 ETF shares in Q2 2026, an estimated $653K.
iShares Russell 2000 ETF made up 0.39% of AFG Fiduciary Services's portfolio in Q2 2026, its #43 holding.
AFG Fiduciary Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
AFG Fiduciary Services's iShares Russell 2000 ETF position peaked at $1.01M in Q1 2026.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.