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Cynosure Group’s iShares Russell 2000 ETF IWM Stock Holding History

Cynosure 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 		$208K Sell
840
-2,494
-75% -$643K 0.03% 198
2025
Q4 		$396K Buy
3,334
+1,368
+70% +$336K 0.04% 370
2025
Q3 		$476K Buy
1,966
+1
+0.1% +$229 0.05% 214
2025
Q2 		$424K Sell
1,965
-48
-2% -$9.66K 0.05% 247
2025
Q1 		$402K Hold
2,013
– – 0.06% 157
2024
Q4 		$445K Buy
2,013
+1
+0% +$228 0.07% 141
2024
Q3 		$444K Sell
2,012
-806
-29% -$172K 0.06% 175
2024
Q2 		$572K Sell
2,818
-811
-22% -$164K 0.09% 138
2024
Q1 		$763K Sell
3,629
-224
-6% -$44.7K 0.14% 80
2023
Q4 		$774K Buy
3,853
+12
+0.3% +$2.15K 0.14% 106
2023
Q3 		$679K Hold
3,841
– – 0.21% 96
2023
Q2 		$719K Buy
3,841
+1,541
+67% +$275K 0.22% 92
2023
Q1 		$410K Buy
2,300
+6
+0.3% +$1.1K 0.62% 25
2022
Q4 		$400K Buy
2,294
+8
+0.3% +$1.42K 0.41% 25
2022
Q3 		$377K Buy
2,286
+9
+0.4% +$1.64K 0.4% 26
2022
Q2 		$386K Buy
2,277
+5
+0.2% +$922 0.38% 27
2022
Q1 		$466K Buy
2,272
+4
+0.2% +$816 0.38% 23
2021
Q4 		$505K Buy
2,268
+5
+0.2% +$1.13K 0.38% 22
2021
Q3 		$495K Buy
2,263
+5
+0.2% +$1.11K 0.38% 22
2021
Q2 		$518K Buy
2,258
+333
+17% +$74.9K 0.4% 21
2021
Q1 		$425K Hold
1,925
– – 0.33% 20
2020
Q4 		$377K Hold
1,925
– – 0.32% 18
2020
Q3 		$288K Sell
1,925
-71
-4% -$10.7K 0.3% 15
2020
Q2 		$286K Sell
1,996
-593
-23% -$77.8K 0.34% 14
2020
Q1 		$296K Sell
2,589
-471
-15% -$70.2K 0.21% 52
2019
Q4 		$507K Hold
3,060
– – 0.27% 35
2019
Q3 		$463K Hold
3,060
– – 0.25% 36
2019
Q2 		$476K Hold
3,060
– – 0.22% 53
2019
Q1 		$468K Sell
3,060
-375
-11% -$56.4K 0.29% 13
2018
Q4 		$460K Buy
+3,435
New +$513K 0.27% 12

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

Cynosure Group's IWM Position: Q1 2026 in Review

Cynosure Group reduced its iShares Russell 2000 ETF (IWM) stake by 75% in Q1 2026, selling an estimated $643K and leaving 840 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #198.

Cynosure Group first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $774K in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cynosure Group held 840 shares of iShares Russell 2000 ETF worth $208K as of Q1 2026.
  • Cynosure Group sold 2,494 iShares Russell 2000 ETF shares in Q1 2026, an estimated $643K.
  • iShares Russell 2000 ETF made up 0.03% of Cynosure Group's portfolio in Q1 2026, its #198 holding.
  • Cynosure Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Cynosure Group's iShares Russell 2000 ETF position peaked at $774K in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.