Coordinated Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Coordinated Financial Services’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	$1.33M	Sell	5,379 -382	-7%	-$98.5K	0.77%	33
2025 Q4	$1.42M	Buy	5,761 +94	+2%	+$23.1K	0.82%	28
2025 Q3	$1.37M	Buy	5,667 +37	+0.7%	+$8.49K	0.88%	26
2025 Q2	$1.21M	Sell	5,630 -439	-7%	-$88.3K	0.84%	33
2025 Q1	$1.21M	Sell	6,069 -438	-7%	-$95K	0.93%	33
2024 Q4	$1.44M	Buy	+6,507	New	+$1.48M	1.12%	21
2024 Q2	$1.36M	Sell	6,688 -162	-2%	-$32.7K	1.16%	22
2024 Q1	$1.44M	Buy	+6,850	New	+$1.37M	1.26%	19

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

Coordinated Financial Services's IWM Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q1 2026, selling an estimated $98.5K and leaving 5,379 shares worth $1.33M. The position accounts for 0.77% of the portfolio, ranked #33.

Coordinated Financial Services first reported a position in IWM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Coordinated Financial Services held 5,379 shares of iShares Russell 2000 ETF worth $1.33M as of Q1 2026.
Coordinated Financial Services sold 382 iShares Russell 2000 ETF shares in Q1 2026, an estimated $98.5K.
iShares Russell 2000 ETF made up 0.77% of Coordinated Financial Services's portfolio in Q1 2026, its #33 holding.
Coordinated Financial Services first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Russell 2000 ETF position peaked at $1.44M in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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