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Broadview Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Broadview Financial Management’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 		$951K Sell
3,834
-173
-4% -$44.6K 0.65% 25
2025
Q4 		$986K Buy
4,007
+14
+0.4% +$3.44K 0.66% 26
2025
Q3 		$966K Sell
3,993
-274
-6% -$62.9K 0.65% 26
2025
Q2 		$921K Sell
4,267
-59
-1% -$11.9K 0.63% 28
2025
Q1 		$863K Sell
4,326
-70
-2% -$15.2K 0.64% 26
2024
Q4 		$971K Buy
4,396
+64
+1% +$14.6K 0.69% 26
2024
Q3 		$957K Sell
4,332
-65
-1% -$13.9K 0.65% 28
2024
Q2 		$892K Buy
4,397
+12
+0.3% +$2.42K 0.65% 27
2024
Q1 		$922K Sell
4,385
-39
-0.9% -$7.78K 0.67% 27
2023
Q4 		$888K Buy
4,424
+37
+0.8% +$6.63K 0.68% 25
2023
Q3 		$775K Hold
4,387
– – 0.72% 24
2023
Q2 		$822K Buy
4,387
+12
+0.3% +$2.14K 0.7% 25
2023
Q1 		$781K Sell
4,375
-35
-0.8% -$6.44K 0.68% 25
2022
Q4 		$769K Buy
4,410
+39
+0.9% +$6.94K 0.69% 27
2022
Q3 		$721K Sell
4,371
-67
-2% -$12.2K 0.72% 26
2022
Q2 		$752K Sell
4,438
-250
-5% -$46.1K 0.7% 27
2022
Q1 		$962K Buy
4,688
+9
+0.2% +$1.84K 0.71% 29
2021
Q4 		$1.04M Buy
4,679
+26
+0.6% +$5.88K 0.74% 30
2021
Q3 		$1.02M Buy
4,653
+3
+0.1% +$665 0.79% 27
2021
Q2 		$1.07M Buy
4,650
+14
+0.3% +$3.15K 0.8% 26
2021
Q1 		$1.02M Sell
4,636
-1,399
-23% -$305K 0.8% 27
2020
Q4 		$1.18M Sell
6,035
-272
-4% -$47.6K 0.91% 27
2020
Q3 		$945K Sell
6,307
-654
-9% -$98.4K 0.8% 28
2020
Q2 		$997K Buy
6,961
+739
+12% +$97K 0.8% 30
2020
Q1 		$712K Buy
6,222
+399
+7% +$59.5K 0.64% 30
2019
Q4 		$965K Buy
5,823
+54
+0.9% +$8.53K 0.67% 30
2019
Q3 		$873K Buy
5,769
+31
+0.5% +$4.73K 0.65% 29
2019
Q2 		$892K Buy
5,738
+223
+4% +$34.4K 0.67% 29
2019
Q1 		$844K Buy
5,515
+3,055
+124% +$459K 0.66% 29
2018
Q4 		$329K Buy
+2,460
New +$367K 0.29% 42

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

Broadview Financial Management's IWM Position: Q1 2026 in Review

Broadview Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q1 2026, selling an estimated $44.6K and leaving 3,834 shares worth $951K. The position accounts for 0.65% of the portfolio, ranked #25.

Broadview Financial Management first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.18M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Broadview Financial Management held 3,834 shares of iShares Russell 2000 ETF worth $951K as of Q1 2026.
  • Broadview Financial Management sold 173 iShares Russell 2000 ETF shares in Q1 2026, an estimated $44.6K.
  • iShares Russell 2000 ETF made up 0.65% of Broadview Financial Management's portfolio in Q1 2026, its #25 holding.
  • Broadview Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Broadview Financial Management's iShares Russell 2000 ETF position peaked at $1.18M in Q4 2020.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.