Focus Financial Network’s iShares Russell 2000 ETF IWM Stock Holding History

Focus Financial Network’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	$2.45M	Buy	8,145 +244	+3%	+$68.6K	0.08%	206
2026 Q1	$1.96M	Sell	7,901 -795	-9%	-$205K	0.07%	216
2025 Q4	$2.14M	Buy	8,696 +515	+6%	+$127K	0.07%	202
2025 Q3	$1.98M	Buy	8,181 +636	+8%	+$146K	0.07%	208
2025 Q2	$1.63M	Buy	7,545 +653	+9%	+$131K	0.06%	221
2025 Q1	$1.37M	Sell	6,892 -472	-6%	-$102K	0.06%	239
2024 Q4	$1.63M	Buy	7,364 +72	+1%	+$16.4K	0.06%	210
2024 Q3	$1.61M	Sell	7,292 -339	-4%	-$72.5K	0.07%	211
2024 Q2	$1.7M	Sell	7,631 -1,705	-18%	-$345K	0.07%	197
2024 Q1	$1.8M	Sell	9,336 -48,295	-84%	-$9.63M	0.09%	176
2023 Q4	$11.6M	Buy	57,631 +52,542	+1,032%	+$9.41M	0.43%	48
2023 Q3	$904K	Sell	5,089 -392	-7%	-$73.6K	0.05%	252
2023 Q2	$1.03M	Sell	5,481 -2,899	-35%	-$517K	0.06%	232
2023 Q1	$1.5M	Buy	+8,380	New	+$1.54M	0.09%	177
2022 Q4	–	Sell	-9,010	Closed	-$1.49M	–	494
2022 Q3	$1.49M	Sell	9,010 -354	-4%	-$64.6K	0.13%	139
2022 Q2	$1.59M	Sell	9,364 -197	-2%	-$36.3K	0.13%	133
2022 Q1	$1.96M	Buy	9,561 +4,216	+79%	+$860K	0.14%	129
2021 Q4	$1.19M	Sell	5,345 -151	-3%	-$34.1K	0.17%	122
2021 Q3	$1.2M	Sell	5,496 -413	-7%	-$91.6K	0.16%	139
2021 Q2	$1.36M	Sell	5,909 -322	-5%	-$72.4K	0.18%	129
2021 Q1	$1.38M	Sell	6,231 -1,175	-16%	-$257K	0.16%	130
2020 Q4	$1.45M	Sell	7,406 -1,504	-17%	-$263K	0.13%	144
2020 Q3	$1.33M	Sell	8,910 -479	-5%	-$72.1K	0.12%	152
2020 Q2	$1.34M	Sell	9,389 -41	-0.4%	-$5.38K	0.15%	131
2020 Q1	$1.08M	Buy	9,430 +6,341	+205%	+$945K	0.14%	134
2019 Q4	$512K	Buy	3,089 +1,046	+51%	+$165K	0.06%	239
2019 Q3	$309K	Buy	2,043 +29	+1%	+$4.43K	0.04%	286
2019 Q2	$313K	Buy	2,014 +1	+0%	+$154	0.05%	277
2019 Q1	$308K	Buy	+2,013	New	+$303K	0.05%	274

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

Focus Financial Network's IWM Position: Q2 2026 in Review

Focus Financial Network increased its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, buying an estimated $68.6K and bringing the position to 8,145 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #206.

Focus Financial Network first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.6M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Focus Financial Network held 8,145 shares of iShares Russell 2000 ETF worth $2.45M as of Q2 2026.
Focus Financial Network bought 244 iShares Russell 2000 ETF shares in Q2 2026, an estimated $68.6K.
iShares Russell 2000 ETF made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #206 holding.
Focus Financial Network first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
Focus Financial Network's iShares Russell 2000 ETF position peaked at $11.6M in Q4 2023.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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