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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Francis Financial's IWM Position: Q1 2026 in Review

Francis Financial reduced its iShares Russell 2000 ETF (IWM) stake by 0.98% in Q1 2026, selling an estimated $8.77K and leaving 3,440 shares worth $853K. The position accounts for 0.16% of the portfolio, ranked #52.

Francis Financial first reported a position in IWM in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2017. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Francis Financial held 3,440 shares of iShares Russell 2000 ETF worth $853K as of Q1 2026.
  • Francis Financial sold 34 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.77K.
  • iShares Russell 2000 ETF made up 0.16% of Francis Financial's portfolio in Q1 2026, its #52 holding.
  • Francis Financial first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 18 quarters since.
  • Francis Financial's iShares Russell 2000 ETF position peaked at $1.06M in Q4 2017.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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