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Blankinship & Foster’s iShares Russell 2000 ETF IWM Stock Holding History

Blankinship & Foster’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 		$336K Hold
1,355
– – 0.07% 54
2025
Q4 		$334K Hold
1,355
– – 0.07% 55
2025
Q3 		$328K Hold
1,355
– – 0.07% 55
2025
Q2 		$292K Sell
1,355
-78
-5% -$15.7K 0.07% 59
2025
Q1 		$286K Buy
1,433
+386
+37% +$83.7K 0.07% 54
2024
Q4 		$231K Buy
+1,047
New +$239K 0.06% 63

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Blankinship & Foster's IWM Position: Q1 2026 in Review

Blankinship & Foster held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,355 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #54.

Blankinship & Foster first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Blankinship & Foster held 1,355 shares of iShares Russell 2000 ETF worth $336K as of Q1 2026.
  • Blankinship & Foster left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.07% of Blankinship & Foster's portfolio in Q1 2026, its #54 holding.
  • Blankinship & Foster first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.