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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
Q4 		– Sell
-143,800
Closed -$98K – 790
2020
Q3 		$98K Buy
143,800
+98,500
+217% +$14.8M 0.01% 629
2020
Q2 		$120K Buy
+45,300
New +$5.94M 0.02% 548

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

Centaurus Financial's IWM Position: Q1 2026 in Review

Centaurus Financial increased its iShares Russell 2000 ETF (IWM) stake by 188% in Q1 2026, buying an estimated $11.2M and bringing the position to 66,603 shares worth $16.5M. The position accounts for 0.79% of the portfolio, ranked #25.

Centaurus Financial first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Centaurus Financial held 66,603 shares of iShares Russell 2000 ETF worth $16.5M as of Q1 2026.
  • Centaurus Financial bought 43,502 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.2M.
  • iShares Russell 2000 ETF made up 0.79% of Centaurus Financial's portfolio in Q1 2026, its #25 holding.
  • Centaurus Financial first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.