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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
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 $1.37T 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

Cosner Financial Group's IWM Position: Q1 2026 in Review

Cosner Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 6% in Q1 2026, selling an estimated $165K and leaving 10,019 shares worth $2.48M. The position accounts for 1.36% of the portfolio, ranked #14.

Cosner Financial Group first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.62M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cosner Financial Group held 10,019 shares of iShares Russell 2000 ETF worth $2.48M as of Q1 2026.
  • Cosner Financial Group sold 640 iShares Russell 2000 ETF shares in Q1 2026, an estimated $165K.
  • iShares Russell 2000 ETF made up 1.36% of Cosner Financial Group's portfolio in Q1 2026, its #14 holding.
  • Cosner Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
  • Cosner Financial Group's iShares Russell 2000 ETF position peaked at $2.62M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.