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

Financial Connections 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	$200K	Hold	807	–	–	0.07%	69
2025 Q4	$198K	Hold	807	–	–	0.07%	69
2025 Q3	$195K	Hold	807	–	–	0.08%	67
2025 Q2	$174K	Sell	807 -10	-1%	-$2.01K	0.07%	61
2025 Q1	$162K	Buy	817 +10	+1%	+$2.17K	0.07%	63
2024 Q4	$178K	Hold	807	–	–	0.09%	56
2024 Q3	$178K	Sell	807 -461	-36%	-$98.6K	0.09%	52
2024 Q2	$257K	Buy	+1,268	New	+$256K	0.13%	45
2024 Q1	–	Sell	-807	Closed	-$161K	–	216
2023 Q4	$161K	Buy	+807	New	+$145K	0.1%	58
2023 Q3	–	Sell	-807	Closed	-$151K	–	179
2023 Q2	$151K	Hold	807	–	–	0.1%	64
2023 Q1	$143K	Hold	807	–	–	0.1%	56
2022 Q4	$140K	Sell	807 -35	-4%	-$6.22K	0.11%	54
2022 Q3	$138K	Sell	842 -6	-0.7%	-$1.09K	0.12%	49
2022 Q2	$143K	Buy	848 +6	+0.7%	+$1.11K	0.13%	57
2022 Q1	$172K	Hold	842	–	–	0.17%	54
2021 Q4	$187K	Buy	+842	New	+$190K	0.18%	49

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

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

Financial Connections Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 807 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #69.

Financial Connections Group first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. The position peaked at $257K in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Financial Connections Group held 807 shares of iShares Russell 2000 ETF worth $200K as of Q1 2026.
Financial Connections Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.07% of Financial Connections Group's portfolio in Q1 2026, its #69 holding.
Financial Connections Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares Russell 2000 ETF position peaked at $257K in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.