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Centaurus Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Centaurus Financial’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
2020
Q3 		– Sell
-17,400
Closed -$151K – 675
2020
Q2 		$151K Buy
+17,400
New +$2.28M 0.02% 496

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centaurus Financial's IWM Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Russell 2000 ETF (IWM) stake by 51% in Q2 2026, selling an estimated $9.56M and leaving 32,582 shares worth $9.79M. The position accounts for 0.38% of the portfolio, ranked #51.

Centaurus Financial first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $16.5M in Q1 2026. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Centaurus Financial held 32,582 shares of iShares Russell 2000 ETF worth $9.79M as of Q2 2026.
  • Centaurus Financial sold 34,021 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.56M.
  • iShares Russell 2000 ETF made up 0.38% of Centaurus Financial's portfolio in Q2 2026, its #51 holding.
  • Centaurus Financial first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Centaurus Financial's iShares Russell 2000 ETF position peaked at $16.5M in Q1 2026.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.