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 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 $1.37T 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

Florida Financial Advisors's IWM Position: Q1 2026 in Review

Florida Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q1 2026, selling an estimated $9.54K and leaving 1,162 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #260.

Florida Financial Advisors first reported a position in IWM in Q1 2024 and has held it in 6 quarters since. The position peaked at $374K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Florida Financial Advisors held 1,162 shares of iShares Russell 2000 ETF worth $288K as of Q1 2026.
Florida Financial Advisors sold 37 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.54K.
iShares Russell 2000 ETF made up 0.07% of Florida Financial Advisors's portfolio in Q1 2026, its #260 holding.
Florida Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 6 quarters since.
Florida Financial Advisors's iShares Russell 2000 ETF position peaked at $374K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.