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Frisch Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Frisch Financial Group’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 		$356K Buy
1,434
+162
+13% +$41.8K 0.07% 121
2025
Q4 		$313K Buy
1,272
+3
+0.2% +$738 0.07% 118
2025
Q3 		$307K Buy
1,269
+10
+0.8% +$2.29K 0.07% 114
2025
Q2 		$272K Sell
1,259
-29
-2% -$5.84K 0.07% 116
2025
Q1 		$257K Buy
1,288
+32
+3% +$6.94K 0.07% 109
2024
Q4 		$278K Sell
1,256
-141
-10% -$32.1K 0.08% 101
2024
Q3 		$309K Buy
1,397
+13
+0.9% +$2.78K 0.09% 96
2024
Q2 		$281K Buy
1,384
+2
+0.1% +$404 0.09% 103
2024
Q1 		$291K Sell
1,382
-364
-21% -$72.6K 0.1% 96
2023
Q4 		$350K Buy
1,746
+7
+0.4% +$1.25K 0.13% 85
2023
Q3 		$307K Buy
1,739
+129
+8% +$24.2K 0.12% 89
2023
Q2 		$301K Buy
+1,610
New +$287K 0.14% 86
2023
Q1 		– Sell
-1,990
Closed -$347K – 130
2022
Q4 		$347K Buy
1,990
+5
+0.3% +$889 0.13% 92
2022
Q3 		$327K Buy
1,985
+6
+0.3% +$1.09K 0.14% 82
2022
Q2 		$335K Sell
1,979
-97
-5% -$17.9K 0.13% 80
2022
Q1 		$426K Buy
2,076
+2
+0.1% +$408 0.14% 88
2021
Q4 		$461K Buy
2,074
+103
+5% +$23.3K 0.14% 87
2021
Q3 		$431K Buy
1,971
+4
+0.2% +$887 0.14% 82
2021
Q2 		$451K Sell
1,967
-243
-11% -$54.6K 0.14% 84
2021
Q1 		$488K Sell
2,210
-62
-3% -$13.5K 0.16% 73
2020
Q4 		$445K Buy
+2,272
New +$398K 0.16% 69
2019
Q4 		– Sell
-1,457
Closed -$221K – 117
2019
Q3 		$221K Buy
1,457
+97
+7% +$14.8K 0.13% 94
2019
Q2 		$211K Sell
1,360
-343
-20% -$52.9K 0.14% 93
2019
Q1 		$261K Buy
1,703
+188
+12% +$28.3K 0.16% 84
2018
Q4 		$203K Buy
+1,515
New +$226K 0.14% 92

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

Frisch Financial Group's IWM Position: Q1 2026 in Review

Frisch Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, buying an estimated $41.8K and bringing the position to 1,434 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #121.

Frisch Financial Group first reported a position in IWM in Q4 2018 and has held it in 25 quarters since. The position peaked at $488K in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Frisch Financial Group held 1,434 shares of iShares Russell 2000 ETF worth $356K as of Q1 2026.
  • Frisch Financial Group bought 162 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41.8K.
  • iShares Russell 2000 ETF made up 0.07% of Frisch Financial Group's portfolio in Q1 2026, its #121 holding.
  • Frisch Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 25 quarters since.
  • Frisch Financial Group's iShares Russell 2000 ETF position peaked at $488K in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.