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

Bouchey Financial 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	$3.31M	Hold	12,623	–	–	0.24%	32
2025 Q4	$3.11M	Buy	12,623 +2	+0%	+$492	0.23%	34
2025 Q3	$3.05M	Sell	12,621 -9	-0.1%	-$2.06K	0.24%	31
2025 Q2	$2.73M	Hold	12,630	–	–	0.23%	31
2025 Q1	$2.52M	Sell	12,630 -729	-5%	-$158K	0.23%	33
2024 Q4	$2.95M	Sell	13,359 -337	-2%	-$76.8K	0.26%	31
2024 Q3	$3.03M	Sell	13,696 -28	-0.2%	-$5.99K	0.27%	30
2024 Q2	$2.78M	Buy	13,724 +1	+0%	+$202	0.26%	30
2024 Q1	$2.89M	Sell	13,723 -23	-0.2%	-$4.59K	0.28%	31
2023 Q4	$2.76M	Buy	13,746 +130	+1%	+$23.3K	0.3%	32
2023 Q3	$2.41M	Buy	13,616 +488	+4%	+$91.6K	0.3%	29
2023 Q2	$2.46M	Sell	13,128 -69	-0.5%	-$12.3K	0.3%	28
2023 Q1	$2.35M	Sell	13,197 -426	-3%	-$78.4K	0.31%	29
2022 Q4	$2.38M	Hold	13,623	–	–	0.34%	28
2022 Q3	$2.25M	Hold	13,623	–	–	0.33%	29
2022 Q2	$2.31M	Hold	13,623	–	–	0.37%	27
2022 Q1	$2.8M	Sell	13,623 -92	-0.7%	-$18.8K	0.38%	26
2021 Q4	$3.05M	Sell	13,715 -462	-3%	-$104K	0.41%	30
2021 Q3	$3.1M	Buy	14,177 +25	+0.2%	+$5.54K	0.43%	27
2021 Q2	$3.25M	Buy	14,152 +140	+1%	+$31.5K	0.52%	20
2021 Q1	$3.1M	Sell	14,012 -81	-0.6%	-$17.7K	0.5%	22
2020 Q4	$2.76M	Buy	14,093 +843	+6%	+$148K	0.47%	22
2020 Q3	$1.99M	Buy	13,250 +54	+0.4%	+$8.12K	0.38%	25
2020 Q2	$1.89M	Buy	13,196 +129	+1%	+$16.9K	0.4%	23
2020 Q1	$1.5M	Hold	13,067	–	–	0.4%	24
2019 Q4	$2.17M	Sell	13,067 -433	-3%	-$68.4K	0.49%	24
2019 Q3	$2.04M	Hold	13,500	–	–	0.49%	25
2019 Q2	$2.1M	Buy	13,500 +255	+2%	+$39.3K	0.51%	25
2019 Q1	$2.03M	Buy	13,245 +450	+4%	+$67.6K	0.51%	26
2018 Q4	$1.71M	Sell	12,795 -289	-2%	-$43.1K	0.49%	31
2018 Q3	$2.21M	Sell	13,084 -50	-0.4%	-$8.44K	0.54%	26
2018 Q2	$2.15M	Hold	13,134	–	–	0.58%	27
2018 Q1	$1.99M	Sell	13,134 -745	-5%	-$115K	0.57%	26
2017 Q4	$2.12M	Hold	13,879	–	–	0.61%	27
2017 Q3	$2.06M	Buy	13,879 +289	+2%	+$40.7K	0.64%	27
2017 Q2	$1.92M	Sell	13,590 -65	-0.5%	-$9K	0.61%	28
2017 Q1	$1.88M	Sell	13,655 -335	-2%	-$45.8K	0.65%	29
2016 Q4	$1.89M	Buy	13,990 +65	+0.5%	+$8.31K	0.78%	26
2016 Q3	$1.73M	Sell	13,925 -969	-7%	-$118K	0.68%	30
2016 Q2	$1.71M	Hold	14,894	–	–	0.69%	31
2016 Q1	$1.65M	Hold	14,894	–	–	0.7%	30
2015 Q4	$1.68M	Sell	14,894 -810	-5%	-$93.4K	0.72%	28
2015 Q3	$1.72M	Buy	15,704 +570	+4%	+$67.6K	0.83%	28
2015 Q2	$1.89M	Buy	15,134 +400	+3%	+$50K	0.81%	29
2015 Q1	$1.83M	Hold	14,734	–	–	0.82%	29
2014 Q4	$1.76M	Sell	14,734 -772	-5%	-$88.3K	0.83%	31
2014 Q3	$1.7M	Sell	15,506 -450	-3%	-$51.5K	0.86%	35
2014 Q2	$1.9M	Sell	15,956 -2,695	-14%	-$306K	1.02%	33
2014 Q1	$2.17M	Sell	18,651 -735	-4%	-$84.8K	1.32%	27
2013 Q4	$2.27M	Buy	+19,386	New	+$2.14M	1.6%	24

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

Bouchey Financial Group's IWM Position: Q1 2026 in Review

Bouchey Financial Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 12,623 shares worth $3.31M. The position accounts for 0.24% of the portfolio, ranked #32.

Bouchey Financial Group first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Bouchey Financial Group held 12,623 shares of iShares Russell 2000 ETF worth $3.31M as of Q1 2026.
Bouchey Financial Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.24% of Bouchey Financial Group's portfolio in Q1 2026, its #32 holding.
Bouchey Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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