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Fiducient Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Fiducient Advisors’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 		$3.51M Buy
14,171
+7,526
+113% +$1.94M 0.46% 39
2025
Q4 		$1.64M Sell
6,645
-1,463
-18% -$360K 0.2% 69
2025
Q3 		$1.96M Buy
8,108
+1,585
+24% +$364K 0.23% 53
2025
Q2 		$1.41M Buy
6,523
+118
+2% +$23.7K 0.17% 70
2025
Q1 		$1.28M Sell
6,405
-31
-0.5% -$6.72K 0.16% 67
2024
Q4 		$1.42M Sell
6,436
-2,095
-25% -$478K 0.18% 50
2024
Q3 		$1.88M Buy
8,531
+1,758
+26% +$376K 0.22% 43
2024
Q2 		$1.37M Buy
6,773
+1,825
+37% +$369K 0.19% 45
2024
Q1 		$1.04M Sell
4,948
-88
-2% -$17.6K 0.21% 52
2023
Q4 		$1.01M Buy
5,036
+3,532
+235% +$633K 0.19% 42
2023
Q3 		$267K Buy
+1,504
New +$282K 0.02% 98
2021
Q2 		– Sell
-1,069
Closed -$236K – 85
2021
Q1 		$236K Sell
1,069
-969
-48% -$212K 0.08% 75
2020
Q4 		$400K Buy
2,038
+56
+3% +$9.8K 0.15% 45
2020
Q3 		$297K Sell
1,982
-310
-14% -$46.6K 0.17% 17
2020
Q2 		$328K Sell
2,292
-4,784
-68% -$628K 0.2% 16
2020
Q1 		$810K Buy
7,076
+3,192
+82% +$476K 0.48% 13
2019
Q4 		$643K Sell
3,884
-55
-1% -$8.69K 0.35% 13
2019
Q3 		$596K Buy
3,939
+188
+5% +$28.7K 0.34% 13
2019
Q2 		$583K Sell
3,751
-14,521
-79% -$2.24M 0.35% 13
2019
Q1 		$2.8M Buy
18,272
+4,270
+30% +$642K 1.38% 10
2018
Q4 		$1.88M Buy
14,002
+1,563
+13% +$233K 1.08% 11
2018
Q3 		$2.1M Sell
12,439
-9
-0.1% -$1.52K 1.05% 11
2018
Q2 		$2.04M Buy
12,448
+56
+0.5% +$8.96K 1.03% 11
2018
Q1 		$1.88M Buy
+12,392
New +$1.91M 0.96% 12

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

Fiducient Advisors's IWM Position: Q1 2026 in Review

Fiducient Advisors increased its iShares Russell 2000 ETF (IWM) stake by 113% in Q1 2026, buying an estimated $1.94M and bringing the position to 14,171 shares worth $3.51M. The position accounts for 0.46% of the portfolio, ranked #39.

Fiducient Advisors first reported a position in IWM in Q1 2018 and has held it in 24 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Fiducient Advisors held 14,171 shares of iShares Russell 2000 ETF worth $3.51M as of Q1 2026.
  • Fiducient Advisors bought 7,526 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.94M.
  • iShares Russell 2000 ETF made up 0.46% of Fiducient Advisors's portfolio in Q1 2026, its #39 holding.
  • Fiducient Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 24 quarters since.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.