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HFG Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

HFG 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
Q2 		$1.05M Sell
3,486
-182
-5% -$51.1K 0.65% 41
2026
Q1 		$910K Sell
3,668
-341
-9% -$88K 0.64% 41
2025
Q4 		$987K Sell
4,009
-121
-3% -$29.7K 0.72% 40
2025
Q3 		$999K Sell
4,130
-24
-0.6% -$5.51K 0.74% 39
2025
Q2 		$896K Sell
4,154
-20
-0.5% -$4.03K 0.71% 39
2025
Q1 		$833K Sell
4,174
-196
-4% -$42.5K 0.71% 44
2024
Q4 		$966K Buy
4,370
+170
+4% +$38.8K 0.84% 37
2024
Q3 		$928K Sell
4,200
-394
-9% -$84.3K 0.82% 34
2024
Q2 		$932K Sell
4,594
-353
-7% -$71.3K 0.87% 31
2024
Q1 		$1.04M Buy
4,947
+20
+0.4% +$3.99K 0.92% 31
2023
Q4 		$989K Sell
4,927
-131
-3% -$23.5K 0.95% 27
2023
Q3 		$894K Buy
5,058
+22
+0.4% +$4.13K 0.98% 26
2023
Q2 		$943K Buy
5,036
+116
+2% +$20.7K 1% 27
2023
Q1 		$878K Buy
4,920
+9
+0.2% +$1.66K 1% 26
2022
Q4 		$856K Buy
4,911
+74
+2% +$13.2K 1.01% 27
2022
Q3 		$798K Buy
4,837
+87
+2% +$15.9K 1.11% 28
2022
Q2 		$804K Buy
4,750
+19
+0.4% +$3.5K 1.09% 26
2022
Q1 		$971K Buy
4,731
+136
+3% +$27.7K 1.11% 27
2021
Q4 		$1.02M Buy
+4,595
New +$1.04M 1.15% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HFG Advisors's IWM Position: Q2 2026 in Review

HFG Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q2 2026, selling an estimated $51.1K and leaving 3,486 shares worth $1.05M. The position accounts for 0.65% of the portfolio, ranked #41.

HFG Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • HFG Advisors held 3,486 shares of iShares Russell 2000 ETF worth $1.05M as of Q2 2026.
  • HFG Advisors sold 182 iShares Russell 2000 ETF shares in Q2 2026, an estimated $51.1K.
  • iShares Russell 2000 ETF made up 0.65% of HFG Advisors's portfolio in Q2 2026, its #41 holding.
  • HFG Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.