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

IFG 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
Q3 		$2.09M Sell
7,504
-18
-0.2% -$5.29K 0.29% 46
2026
Q2 		$2.26M Sell
7,522
-4
-0.1% -$1.12K 0.31% 42
2026
Q1 		$1.87M Buy
7,526
+324
+4% +$83.6K 0.31% 40
2025
Q4 		$1.77M Buy
7,202
+168
+2% +$41.3K 0.3% 41
2025
Q3 		$1.7M Sell
7,034
-27
-0.4% -$6.2K 0.28% 40
2025
Q2 		$1.52M Buy
7,061
+18
+0.3% +$3.62K 0.26% 44
2025
Q1 		$1.41M Buy
7,043
+15
+0.2% +$3.25K 0.27% 43
2024
Q4 		$1.55M Buy
7,028
+316
+5% +$72.1K 0.31% 41
2024
Q3 		$1.48M Buy
6,712
+24
+0.4% +$5.14K 0.32% 39
2024
Q2 		$1.36M Buy
6,688
+18
+0.3% +$3.64K 0.32% 39
2024
Q1 		$1.4M Buy
6,670
+12
+0.2% +$2.39K 0.36% 34
2023
Q4 		$1.34M Buy
6,658
+771
+13% +$138K 0.39% 32
2023
Q3 		$1.04M Hold
5,887
– – 0.37% 34
2023
Q2 		$1.1M Buy
5,887
+15
+0.3% +$2.67K 0.39% 35
2023
Q1 		$1.05M Buy
5,872
+20
+0.3% +$3.68K 0.41% 31
2022
Q4 		$1.02M Buy
5,852
+28
+0.5% +$4.98K 0.45% 31
2022
Q3 		$960K Buy
5,824
+185
+3% +$33.7K 0.49% 28
2022
Q2 		$955K Buy
5,639
+17
+0.3% +$3.13K 0.48% 30
2022
Q1 		$1.15M Buy
5,622
+11
+0.2% +$2.24K 0.51% 30
2021
Q4 		$1.25M Buy
5,611
+34
+0.6% +$7.68K 0.53% 28
2021
Q3 		$1.22M Hold
5,577
– – 0.56% 28
2021
Q2 		$1.28M Buy
5,577
+19
+0.3% +$4.27K 0.61% 23
2021
Q1 		$1.23M Hold
5,558
– – 0.67% 16
2020
Q4 		$1.09M Buy
5,558
+67
+1% +$11.7K 0.68% 15
2020
Q3 		$823K Buy
5,491
+20
+0.4% +$3.01K 0.58% 18
2020
Q2 		$783K Buy
5,471
+332
+6% +$43.6K 0.62% 19
2020
Q1 		$588K Hold
5,139
– – 0.58% 25
2019
Q4 		$851K Buy
5,139
+37
+0.7% +$5.85K 0.7% 20
2019
Q3 		$772K Buy
+5,102
New +$779K 0.72% 20

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

IFG Advisors's IWM Position: Q3 2026 in Review

IFG Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q3 2026, selling an estimated $5.29K and leaving 7,504 shares worth $2.09M. The position accounts for 0.29% of the portfolio, ranked #46.

IFG Advisors first reported a position in IWM in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.26M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • IFG Advisors held 7,504 shares of iShares Russell 2000 ETF worth $2.09M as of Q3 2026.
  • IFG Advisors sold 18 iShares Russell 2000 ETF shares in Q3 2026, an estimated $5.29K.
  • iShares Russell 2000 ETF made up 0.29% of IFG Advisors's portfolio in Q3 2026, its #46 holding.
  • IFG Advisors first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 29 quarters since.
  • IFG Advisors's iShares Russell 2000 ETF position peaked at $2.26M in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.