Blackston Financial Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Blackston Financial Advisory Group’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	$428K	Sell	1,727 -387	-18%	-$99.8K	0.27%	52
2025 Q4	$520K	Sell	2,114 -435	-17%	-$107K	0.32%	46
2025 Q3	$617K	Sell	2,549 -736	-22%	-$169K	0.37%	39
2025 Q2	$709K	Sell	3,285 -442	-12%	-$88.9K	0.44%	32
2025 Q1	$743K	Sell	3,727 -304	-8%	-$65.9K	0.5%	29
2024 Q4	$891K	Sell	4,031 -121	-3%	-$27.6K	0.44%	34
2024 Q3	$917K	Buy	+4,152	New	+$888K	0.47%	31
2022 Q2	–	Sell	-1,789	Closed	-$391K	–	100
2022 Q1	$391K	Buy	+1,789	New	+$365K	0.26%	51

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

Blackston Financial Advisory Group's IWM Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q1 2026, selling an estimated $99.8K and leaving 1,727 shares worth $428K. The position accounts for 0.27% of the portfolio, ranked #52.

Blackston Financial Advisory Group first reported a position in IWM in Q1 2022 and has held it in 8 quarters since. The position peaked at $917K in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Blackston Financial Advisory Group held 1,727 shares of iShares Russell 2000 ETF worth $428K as of Q1 2026.
Blackston Financial Advisory Group sold 387 iShares Russell 2000 ETF shares in Q1 2026, an estimated $99.8K.
iShares Russell 2000 ETF made up 0.27% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #52 holding.
Blackston Financial Advisory Group first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 8 quarters since.
Blackston Financial Advisory Group's iShares Russell 2000 ETF position peaked at $917K in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.