Dunhill Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Dunhill Financial’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	$331K	Hold	1,334	–	–	0.08%	102
2025 Q4	$328K	Sell	1,334 -135	-9%	-$33.2K	0.08%	88
2025 Q3	$355K	Buy	1,469 +1	+0.1%	+$229	0.09%	80
2025 Q2	$317K	Buy	1,468 +100	+7%	+$20.1K	0.09%	81
2025 Q1	$273K	Sell	1,368 -288	-17%	-$62.5K	0.12%	75
2024 Q4	$366K	Buy	1,656 +435	+36%	+$99.2K	0.17%	51
2024 Q3	$270K	Buy	1,221 +477	+64%	+$102K	0.14%	58
2024 Q2	$151K	Hold	744	–	–	0.09%	88
2024 Q1	$156K	Hold	744	–	–	0.12%	59
2023 Q4	$149K	Buy	+744	New	+$133K	0.14%	51
2023 Q3	–	Sell	-802	Closed	-$148K	–	80
2023 Q2	$148K	Buy	+802	New	+$143K	0.1%	70

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

Dunhill Financial's IWM Position: Q1 2026 in Review

Dunhill Financial held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,334 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #102.

Dunhill Financial first reported a position in IWM in Q2 2023 and has held it in 11 quarters since. The position peaked at $366K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Dunhill Financial held 1,334 shares of iShares Russell 2000 ETF worth $331K as of Q1 2026.
Dunhill Financial left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.08% of Dunhill Financial's portfolio in Q1 2026, its #102 holding.
Dunhill Financial first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 11 quarters since.
Dunhill Financial's iShares Russell 2000 ETF position peaked at $366K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.