Financial Management Network’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Management Network’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	$691K	Buy	2,638 +1	+0%	+$258	0.11%	106
2025 Q4	$656K	Buy	2,637 +1	+0%	+$246	0.1%	108
2025 Q3	$651K	Buy	2,636 +81	+3%	+$18.6K	0.11%	106
2025 Q2	$570K	Buy	2,555 +1	+0%	+$201	0.1%	108
2025 Q1	$459K	Buy	2,554 +1	+0%	+$217	0.1%	110
2024 Q4	$573K	Sell	2,553 -8	-0.3%	-$1.82K	0.12%	100
2024 Q3	$561K	Buy	2,561 +140	+6%	+$30K	0.12%	102
2024 Q2	$486K	Sell	2,421 -3	-0.1%	-$606	0.12%	102
2024 Q1	$494K	Buy	2,424 +4	+0.2%	+$798	0.12%	98
2023 Q4	$468K	Buy	2,420 +841	+53%	+$151K	0.14%	90
2023 Q3	$270K	Buy	1,579 +14	+0.9%	+$2.63K	0.09%	123
2023 Q2	$294K	Sell	1,565 -1,610	-51%	-$287K	0.1%	120
2023 Q1	$557K	Hold	3,175	–	–	0.22%	73
2022 Q4	$557K	Buy	3,175 +2	+0.1%	+$356	0.25%	77
2022 Q3	$559K	Sell	3,173 -158	-5%	-$28.8K	0.28%	73
2022 Q2	$571K	Buy	3,331 +160	+5%	+$29.5K	0.3%	66
2022 Q1	$659K	Sell	3,171 -153	-5%	-$31.2K	0.33%	58
2021 Q4	$748K	Buy	3,324 +53	+2%	+$12K	0.34%	58
2021 Q3	$721K	Buy	3,271 +1	+0%	+$222	0.37%	60
2021 Q2	$749K	Buy	3,270 +1	+0%	+$225	0.38%	55
2021 Q1	$739K	Buy	3,269 +571	+21%	+$125K	0.38%	56
2020 Q4	$578K	Buy	+2,698	New	+$472K	0.36%	57

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 Management Network's IWM Position: Q1 2026 in Review

Financial Management Network increased its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q1 2026, buying an estimated $258 and bringing the position to 2,638 shares worth $691K. The position accounts for 0.11% of the portfolio, ranked #106.

Financial Management Network first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $749K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Financial Management Network held 2,638 shares of iShares Russell 2000 ETF worth $691K as of Q1 2026.
Financial Management Network bought 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
iShares Russell 2000 ETF made up 0.11% of Financial Management Network's portfolio in Q1 2026, its #106 holding.
Financial Management Network first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
Financial Management Network's iShares Russell 2000 ETF position peaked at $749K in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.