Florida Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Florida Financial Advisors’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	$555K	Buy	1,846 +684	+59%	+$192K	0.09%	189
2026 Q1	$288K	Sell	1,162 -37	-3%	-$9.54K	0.07%	260
2025 Q4	$296K	Sell	1,199 -348	-22%	-$85.6K	0.08%	218
2025 Q3	$374K	Buy	+1,547	New	+$355K	0.12%	174
2025 Q1	–	Sell	-1,375	Closed	-$304K	–	251
2024 Q4	$304K	Sell	1,375 -163	-11%	-$37.2K	0.14%	144
2024 Q3	$340K	Buy	+1,538	New	+$329K	0.18%	112
2024 Q2	–	Sell	-1,051	Closed	-$221K	–	150
2024 Q1	$221K	Buy	+1,051	New	+$210K	0.16%	114

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

Florida Financial Advisors's IWM Position: Q2 2026 in Review

Florida Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 59% in Q2 2026, buying an estimated $192K and bringing the position to 1,846 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #189.

Florida Financial Advisors first reported a position in IWM in Q1 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Florida Financial Advisors held 1,846 shares of iShares Russell 2000 ETF worth $555K as of Q2 2026.
Florida Financial Advisors bought 684 iShares Russell 2000 ETF shares in Q2 2026, an estimated $192K.
iShares Russell 2000 ETF made up 0.09% of Florida Financial Advisors's portfolio in Q2 2026, its #189 holding.
Florida Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.