DCF Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

DCF Advisers’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	$744K	Hold	3,000	–	–	0.2%	66
2025 Q4	$738K	Hold	3,000	–	–	0.2%	76
2025 Q3	$726K	Hold	3,000	–	–	0.23%	78
2025 Q2	$647K	Hold	3,000	–	–	0.3%	64
2025 Q1	$598K	Sell	3,000 -7,750	-72%	-$1.68M	0.29%	66
2024 Q4	$2.38M	Hold	10,750	–	–	1.15%	27
2024 Q3	$2.37M	Sell	10,750 -750	-7%	-$160K	0.95%	26
2024 Q2	$2.33M	Hold	11,500	–	–	1.2%	26
2024 Q1	$2.42M	Hold	11,500	–	–	1.19%	25
2023 Q4	$2.31M	Hold	11,500	–	–	1.25%	21
2023 Q3	$2.03M	Buy	11,500 +8,200	+248%	+$1.54M	1.11%	27
2023 Q2	$618K	Buy	+3,300	New	+$588K	0.33%	53

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

DCF Advisers's IWM Position: Q1 2026 in Review

DCF Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,000 shares worth $744K. The position accounts for 0.2% of the portfolio, ranked #66.

DCF Advisers first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.42M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

DCF Advisers held 3,000 shares of iShares Russell 2000 ETF worth $744K as of Q1 2026.
DCF Advisers left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.2% of DCF Advisers's portfolio in Q1 2026, its #66 holding.
DCF Advisers first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
DCF Advisers's iShares Russell 2000 ETF position peaked at $2.42M in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on DCF Advisers's 13F filing for Q1 2026, filed 11 May 2026.