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 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

IFG Advisors's IWM Position: Q2 2026 in Review

IFG Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q2 2026, selling an estimated $1.12K and leaving 7,522 shares worth $2.26M. The position accounts for 0.31% of the portfolio, ranked #42.

IFG Advisors first reported a position in IWM in Q3 2019 and has held it in 28 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

IFG Advisors held 7,522 shares of iShares Russell 2000 ETF worth $2.26M as of Q2 2026.
IFG Advisors sold 4 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.12K.
iShares Russell 2000 ETF made up 0.31% of IFG Advisors's portfolio in Q2 2026, its #42 holding.
IFG Advisors first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 28 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.