Financial Perspectives’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Perspectives’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	$1.07M	Buy	4,329 +167	+4%	+$43.1K	0.3%	55
2025 Q4	$1.02M	Buy	4,162 +37	+0.9%	+$9.1K	0.28%	56
2025 Q3	$998K	Buy	4,125 +241	+6%	+$55.3K	0.28%	54
2025 Q2	$838K	Buy	3,884 +703	+22%	+$141K	0.25%	57
2025 Q1	$635K	Buy	3,181 +338	+12%	+$73.3K	0.22%	64
2024 Q4	$628K	Buy	2,843 +312	+12%	+$71.1K	0.21%	70
2024 Q3	$559K	Buy	2,531 +159	+7%	+$34K	0.19%	70
2024 Q2	$481K	Buy	2,372 +222	+10%	+$44.9K	0.18%	74
2024 Q1	$452K	Buy	2,150 +148	+7%	+$29.5K	0.17%	74
2023 Q4	$402K	Buy	2,002 +449	+29%	+$80.4K	0.16%	79
2023 Q3	$274K	Buy	1,553 +137	+10%	+$25.7K	0.13%	96
2023 Q2	$265K	Buy	1,416 +721	+104%	+$129K	0.12%	104
2023 Q1	$124K	Buy	695 +420	+153%	+$77.3K	0.06%	162
2022 Q4	$47.9K	Buy	+275	New	+$48.9K	0.02%	251

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 Perspectives's IWM Position: Q1 2026 in Review

Financial Perspectives increased its iShares Russell 2000 ETF (IWM) stake by 4% in Q1 2026, buying an estimated $43.1K and bringing the position to 4,329 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #55.

Financial Perspectives first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Financial Perspectives held 4,329 shares of iShares Russell 2000 ETF worth $1.07M as of Q1 2026.
Financial Perspectives bought 167 iShares Russell 2000 ETF shares in Q1 2026, an estimated $43.1K.
iShares Russell 2000 ETF made up 0.3% of Financial Perspectives's portfolio in Q1 2026, its #55 holding.
Financial Perspectives first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.