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 Q2	$2.15M	Sell	7,264 -56	-0.8%	-$15.7K	0.14%	135
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ethos Financial Group's IWM Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.77% in Q2 2026, selling an estimated $15.7K and leaving 7,264 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #135.

Ethos Financial Group first reported a position in IWM in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.89M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ethos Financial Group held 7,264 shares of iShares Russell 2000 ETF worth $2.15M as of Q2 2026.
Ethos Financial Group sold 56 iShares Russell 2000 ETF shares in Q2 2026, an estimated $15.7K.
iShares Russell 2000 ETF made up 0.14% of Ethos Financial Group's portfolio in Q2 2026, its #135 holding.
Ethos Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 10 quarters since.
Ethos Financial Group's iShares Russell 2000 ETF position peaked at $4.89M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.