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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
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 $1.37T 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

HFG Advisors's IWM Position: Q1 2026 in Review

HFG Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q1 2026, selling an estimated $88K and leaving 3,668 shares worth $910K. The position accounts for 0.64% of the portfolio, ranked #41.

HFG Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • HFG Advisors held 3,668 shares of iShares Russell 2000 ETF worth $910K as of Q1 2026.
  • HFG Advisors sold 341 iShares Russell 2000 ETF shares in Q1 2026, an estimated $88K.
  • iShares Russell 2000 ETF made up 0.64% of HFG Advisors's portfolio in Q1 2026, its #41 holding.
  • HFG Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • HFG Advisors's iShares Russell 2000 ETF position peaked at $1.04M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.