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

Francis Financial’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	$1.16M	Buy	3,864 +424	+12%	+$119K	0.19%	52
2026 Q1	$853K	Sell	3,440 -34	-1%	-$8.77K	0.16%	52
2025 Q4	$855K	Buy	3,474 +5	+0.1%	+$1.23K	0.17%	52
2025 Q3	$839K	Sell	3,469 -67	-2%	-$15.4K	0.15%	50
2025 Q2	$763K	Hold	3,536	–	–	0.18%	47
2025 Q1	$705K	Sell	3,536 -58	-2%	-$12.6K	0.17%	41
2024 Q4	$794K	Sell	3,594 -116	-3%	-$26.4K	0.2%	39
2024 Q3	$819K	Sell	3,710 -99	-3%	-$21.2K	0.22%	36
2024 Q2	$773K	Sell	3,809 -146	-4%	-$29.5K	0.23%	37
2024 Q1	$832K	Buy	3,955 +1,490	+60%	+$297K	0.27%	31
2023 Q4	$495K	Sell	2,465 -288	-10%	-$51.6K	0.21%	36
2023 Q3	$487K	Buy	2,753 +189	+7%	+$35.5K	0.25%	31
2023 Q2	$480K	Buy	2,564 +263	+11%	+$46.9K	0.26%	33
2023 Q1	$411K	Sell	2,301 -113	-5%	-$20.8K	0.28%	32
2022 Q4	$421K	Sell	2,414 -1,636	-40%	-$291K	0.39%	26
2022 Q3	$668K	Sell	4,050 -552	-12%	-$101K	0.68%	12
2022 Q2	$830K	Buy	+4,602	New	+$848K	0.73%	12
2018 Q1	$1.03M	Sell	6,790 -166	-2%	-$25.6K	2.37%	7
2017 Q4	$1.06M	Buy	+6,956	New	+$1.04M	2.29%	7

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

Francis Financial's IWM Position: Q2 2026 in Review

Francis Financial increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, buying an estimated $119K and bringing the position to 3,864 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #52.

Francis Financial first reported a position in IWM in Q4 2017 and has held it in 19 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Francis Financial held 3,864 shares of iShares Russell 2000 ETF worth $1.16M as of Q2 2026.
Francis Financial bought 424 iShares Russell 2000 ETF shares in Q2 2026, an estimated $119K.
iShares Russell 2000 ETF made up 0.19% of Francis Financial's portfolio in Q2 2026, its #52 holding.
Francis Financial first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 19 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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