Cosner Financial Group
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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
Q3 		$2.85M Buy
10,246
+162
+2% +$47.6K 1.5% 14
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cosner Financial Group's IWM Position: Q3 2026 in Review

Cosner Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q3 2026, buying an estimated $47.6K and bringing the position to 10,246 shares worth $2.85M. The position accounts for 1.5% of the portfolio, ranked #14.

Cosner Financial Group first reported a position in IWM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.03M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Cosner Financial Group held 10,246 shares of iShares Russell 2000 ETF worth $2.85M as of Q3 2026.
  • Cosner Financial Group bought 162 iShares Russell 2000 ETF shares in Q3 2026, an estimated $47.6K.
  • iShares Russell 2000 ETF made up 1.5% of Cosner Financial Group's portfolio in Q3 2026, its #14 holding.
  • Cosner Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 14 quarters since.
  • Cosner Financial Group's iShares Russell 2000 ETF position peaked at $3.03M in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Cosner Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.