First Foundation Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.8M | Sell |
128,097
-1,363
| -1% | -$352K | 1.28% | 18 |
|
|
2025
Q4 | $31.9M | Buy |
129,460
+9,505
| +8% | +$2.34M | 1.2% | 19 |
|
|
2025
Q3 | $29M | Buy |
119,955
+1,880
| +2% | +$431K | 1.07% | 19 |
|
|
2025
Q2 | $25.5M | Sell |
118,075
-3,826
| -3% | -$770K | 0.94% | 22 |
|
|
2025
Q1 | $24.3M | Buy |
121,901
+6,890
| +6% | +$1.49M | 0.99% | 22 |
|
|
2024
Q4 | $25.4M | Buy |
115,011
+9,263
| +9% | +$2.11M | 0.96% | 24 |
|
|
2024
Q3 | $23.4M | Buy |
105,748
+4,434
| +4% | +$949K | 0.88% | 25 |
|
|
2024
Q2 | $20.6M | Buy |
101,314
+8,178
| +9% | +$1.65M | 0.79% | 32 |
|
|
2024
Q1 | $19.6M | Buy |
93,136
+2,964
| +3% | +$591K | 0.78% | 33 |
|
|
2023
Q4 | $18.1M | Buy |
90,172
+7,493
| +9% | +$1.34M | 0.82% | 31 |
|
|
2023
Q3 | $14.6M | Buy |
82,679
+76
| +0.1% | +$14.3K | 0.68% | 39 |
|
|
2023
Q2 | $15.5M | Sell |
82,603
-22,729
| -22% | -$4.05M | 0.67% | 44 |
|
|
2023
Q1 | $18.8M | Sell |
105,332
-10,310
| -9% | -$1.9M | 0.86% | 29 |
|
|
2022
Q4 | $20.2M | Buy |
115,642
+53,851
| +87% | +$9.58M | 0.97% | 27 |
|
|
2022
Q3 | $10.2M | Buy |
61,791
+31,169
| +102% | +$5.69M | 0.5% | 53 |
|
|
2022
Q2 | $5.19M | Buy |
30,622
+19,348
| +172% | +$3.57M | 0.23% | 73 |
|
|
2022
Q1 | $2.31M | Sell |
11,274
-4,928
| -30% | -$1.01M | 0.08% | 123 |
|
|
2021
Q4 | $3.6M | Buy |
16,202
+13,016
| +409% | +$2.94M | 0.12% | 93 |
|
|
2021
Q3 | $697K | Buy |
3,186
+395
| +14% | +$87.6K | 0.03% | 234 |
|
|
2021
Q2 | $640K | Buy |
2,791
+1,608
| +136% | +$362K | 0.02% | 252 |
|
|
2021
Q1 | $261K | Buy |
1,183
+62
| +6% | +$13.5K | 0.01% | 360 |
|
|
2020
Q4 | $220K | Buy |
+1,121
| New | +$196K | 0.01% | 375 |
|
|
2020
Q3 | – | Sell |
-1,457
| Closed | -$209K | – | 380 |
|
|
2020
Q2 | $209K | Sell |
1,457
-1,853
| -56% | -$243K | 0.01% | 329 |
|
|
2020
Q1 | $379K | Buy |
+3,310
| New | +$493K | 0.02% | 256 |
|
|
2018
Q4 | – | Sell |
-1,570
| Closed | -$265K | – | 391 |
|
|
2018
Q3 | $265K | Buy |
1,570
+150
| +11% | +$25.3K | 0.01% | 302 |
|
|
2018
Q2 | $233K | Sell |
1,420
-214
| -13% | -$34.2K | 0.01% | 296 |
|
|
2018
Q1 | $248K | Sell |
1,634
-500
| -23% | -$77.2K | 0.01% | 282 |
|
|
2017
Q4 | $325K | Buy |
+2,134
| New | +$321K | 0.02% | 266 |
|
|
2017
Q1 | – | Sell |
-2,020
| Closed | -$272K | – | 326 |
|
|
2016
Q4 | $272K | Buy |
2,020
+294
| +17% | +$37.6K | 0.02% | 265 |
|
|
2016
Q3 | $214K | Buy |
+1,726
| New | +$210K | 0.01% | 271 |
|
|
2016
Q1 | – | Sell |
-1,854
| Closed | -$209K | – | 314 |
|
|
2015
Q4 | $209K | Sell |
1,854
-2,330
| -56% | -$269K | 0.01% | 268 |
|
|
2015
Q3 | $457K | Buy |
4,184
+2,330
| +126% | +$276K | 0.04% | 159 |
|
|
2015
Q2 | $231K | Sell |
1,854
-34
| -2% | -$4.25K | 0.02% | 200 |
|
|
2015
Q1 | $235K | Sell |
1,888
-2,038
| -52% | -$246K | 0.02% | 202 |
|
|
2014
Q4 | $470K | Buy |
+3,926
| New | +$449K | 0.04% | 151 |
|
|
2014
Q3 | – | Sell |
-2,133
| Closed | -$253K | – | 251 |
|
|
2014
Q2 | $253K | Buy |
+2,133
| New | +$242K | 0.03% | 182 |
|
Other funds holding IWM
First Foundation Advisors's IWM Position: Q1 2026 in Review
First Foundation Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q1 2026, selling an estimated $352K and leaving 128,097 shares worth $31.8M. The position accounts for 1.28% of the portfolio, ranked #18.
First Foundation Advisors first reported a position in IWM in Q2 2014 and has held it in 36 quarters since. The position peaked at $31.9M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- First Foundation Advisors held 128,097 shares of iShares Russell 2000 ETF worth $31.8M as of Q1 2026.
- First Foundation Advisors sold 1,363 iShares Russell 2000 ETF shares in Q1 2026, an estimated $352K.
- iShares Russell 2000 ETF made up 1.28% of First Foundation Advisors's portfolio in Q1 2026, its #18 holding.
- First Foundation Advisors first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 36 quarters since.
- First Foundation Advisors's iShares Russell 2000 ETF position peaked at $31.9M in Q4 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.