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Dupree Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Dupree 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 		– Sell
-13,035
Closed -$3.21M – 78
2025
Q4 		$3.21M Buy
13,035
+1
+0% +$246 1.17% 30
2025
Q3 		$3.15M Buy
+13,034
New +$2.99M 1.2% 27
2024
Q2 		– Sell
-1,346
Closed -$283K – 68
2024
Q1 		$283K Sell
1,346
-27
-2% -$5.39K 0.13% 49
2023
Q4 		$276K Buy
+1,373
New +$246K 0.13% 46

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

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

Dupree Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 13,035 shares — an estimated $3.21M sold.

Dupree Financial Group first reported a position in IWM in Q4 2023 and held it in 4 quarters. The position peaked at $3.21M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Dupree Financial Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Dupree Financial Group sold 13,035 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.21M.
  • Dupree Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 4 quarters.
  • Dupree Financial Group's iShares Russell 2000 ETF position peaked at $3.21M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Dupree Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.