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

Financial Management Professionals’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	$252K	Buy	839 +187	+29%	+$52.5K	0.02%	164
2026 Q1	$162K	Sell	652 -48	-7%	-$12.4K	0.02%	169
2025 Q4	$172K	Buy	700 +48	+7%	+$11.8K	0.02%	159
2025 Q3	$158K	Hold	652	–	–	0.02%	165
2025 Q2	$141K	Buy	652 +505	+344%	+$102K	0.02%	168
2025 Q1	$29.3K	Hold	147	–	–	﹤0.01%	344
2024 Q4	$32.5K	Buy	+147	New	+$33.5K	﹤0.01%	329
2024 Q3	–	Sell	-86	Closed	-$17K	–	987
2024 Q2	$17K	Hold	86	–	–	﹤0.01%	416
2024 Q1	$18K	Hold	86	–	–	﹤0.01%	438
2023 Q4	$17K	Buy	+86	New	+$15.4K	﹤0.01%	434
2023 Q3	–	Sell	-70	Closed	-$13K	–	961
2023 Q2	$13K	Buy	+70	New	+$12.5K	﹤0.01%	490
2020 Q4	–	Sell	-34	Closed	-$5K	–	651
2020 Q3	$5K	Hold	34	–	–	﹤0.01%	405
2020 Q2	$5K	Buy	+34	New	+$4.46K	﹤0.01%	389
2016 Q3	–	Sell	-40	Closed	-$4K	–	362
2016 Q2	$4K	Buy	+40	New	+$4.51K	﹤0.01%	326

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

Financial Management Professionals's IWM Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Russell 2000 ETF (IWM) stake by 29% in Q2 2026, buying an estimated $52.5K and bringing the position to 839 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #164.

Financial Management Professionals first reported a position in IWM in Q2 2016 and has held it in 14 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Financial Management Professionals held 839 shares of iShares Russell 2000 ETF worth $252K as of Q2 2026.
Financial Management Professionals bought 187 iShares Russell 2000 ETF shares in Q2 2026, an estimated $52.5K.
iShares Russell 2000 ETF made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #164 holding.
Financial Management Professionals first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 14 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.