Fairman Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fairman 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	$244K	Buy	986 +2	+0.2%	+$516	0.21%	52
2025 Q4	$242K	Buy	984 +3	+0.3%	+$738	0.19%	50
2025 Q3	$237K	Sell	981 -142	-13%	-$32.6K	0.19%	51
2025 Q2	$242K	Sell	1,123 -8	-0.7%	-$1.61K	0.2%	47
2025 Q1	$249K	Buy	1,131 +2	+0.2%	+$434	0.23%	48
2024 Q4	$249K	Buy	1,129 +3	+0.3%	+$684	0.21%	50
2024 Q3	$249K	Sell	1,126 -116	-9%	-$24.8K	0.22%	51
2024 Q2	$252K	Buy	1,242 +14	+1%	+$2.83K	0.26%	50
2024 Q1	$258K	Buy	1,228 +25	+2%	+$4.99K	0.24%	42
2023 Q4	$241K	Buy	+1,203	New	+$216K	0.23%	43

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

Fairman Group's IWM Position: Q1 2026 in Review

Fairman Group increased its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q1 2026, buying an estimated $516 and bringing the position to 986 shares worth $244K. The position accounts for 0.21% of the portfolio, ranked #52.

Fairman Group first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $258K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Fairman Group held 986 shares of iShares Russell 2000 ETF worth $244K as of Q1 2026.
Fairman Group bought 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
iShares Russell 2000 ETF made up 0.21% of Fairman Group's portfolio in Q1 2026, its #52 holding.
Fairman Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Fairman Group's iShares Russell 2000 ETF position peaked at $258K in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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