CFG
IWM icon

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

Cosner 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
Q2 		$3.03M Buy
10,084
+65
+0.6% +$18.3K 1.56% 13
2026
Q1 		$2.48M Sell
10,019
-640
-6% -$165K 1.36% 14
2025
Q4 		$2.62M Buy
10,659
+1,145
+12% +$282K 1.34% 15
2025
Q3 		$2.3M Buy
9,514
+580
+6% +$133K 1.24% 13
2025
Q2 		$1.93M Buy
8,934
+1,248
+16% +$251K 1.07% 15
2025
Q1 		$1.53M Buy
7,686
+130
+2% +$28.2K 0.94% 19
2024
Q4 		$1.67M Hold
7,556
– – 1.06% 16
2024
Q3 		$1.67M Sell
7,556
-10
-0.1% -$2.14K 1.08% 17
2024
Q2 		$1.54M Buy
7,566
+1,385
+22% +$280K 1.09% 16
2024
Q1 		$1.3M Buy
6,181
+198
+3% +$39.5K 0.93% 17
2023
Q4 		$1.19M Buy
5,983
+1,418
+31% +$254K 1.01% 16
2023
Q3 		$807K Buy
4,565
+57
+1% +$10.7K 0.71% 19
2023
Q2 		$844K Buy
+4,508
New +$804K 0.7% 20

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

Cosner Financial Group's IWM Position: Q2 2026 in Review

Cosner Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.65% in Q2 2026, buying an estimated $18.3K and bringing the position to 10,084 shares worth $3.03M. The position accounts for 1.56% of the portfolio, ranked #13.

Cosner Financial Group first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cosner Financial Group held 10,084 shares of iShares Russell 2000 ETF worth $3.03M as of Q2 2026.
  • Cosner Financial Group bought 65 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Russell 2000 ETF made up 1.56% of Cosner Financial Group's portfolio in Q2 2026, its #13 holding.
  • Cosner Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.