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

Ethos 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	$1.78M	Sell	7,320 -165	-2%	-$42.6K	0.13%	144
2025 Q4	$1.84M	Sell	7,485 -308	-4%	-$75.7K	0.14%	142
2025 Q3	$1.89M	Buy	7,793 +92	+1%	+$21.1K	0.15%	127
2025 Q2	$1.66M	Sell	7,701 -2,186	-22%	-$440K	0.14%	136
2025 Q1	$2.06M	Sell	9,887 -12,222	-55%	-$2.65M	0.2%	110
2024 Q4	$4.89M	Buy	22,109 +15,053	+213%	+$3.43M	0.64%	45
2024 Q3	$1.56M	Buy	7,056 +1,031	+17%	+$221K	0.26%	61
2024 Q2	$1.37M	Buy	+6,025	New	+$1.22M	0.24%	65
2023 Q4	–	Sell	-1,186	Closed	-$210K	–	283
2023 Q3	$210K	Buy	+1,186	New	+$223K	0.05%	162

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

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

Ethos Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q1 2026, selling an estimated $42.6K and leaving 7,320 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #144.

Ethos Financial Group first reported a position in IWM in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.89M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Ethos Financial Group held 7,320 shares of iShares Russell 2000 ETF worth $1.78M as of Q1 2026.
Ethos Financial Group sold 165 iShares Russell 2000 ETF shares in Q1 2026, an estimated $42.6K.
iShares Russell 2000 ETF made up 0.13% of Ethos Financial Group's portfolio in Q1 2026, its #144 holding.
Ethos Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 9 quarters since.
Ethos Financial Group's iShares Russell 2000 ETF position peaked at $4.89M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.