IA
IWM icon

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

IFG Advisory’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 		$25.3K Sell
102
-36,047
-100% -$9.3M 0.07% 185
2025
Q4 		$8.9M Buy
36,149
+1,743
+5% +$429K 0.39% 66
2025
Q3 		$8.32M Buy
34,406
+2,211
+7% +$507K 0.38% 70
2025
Q2 		$6.95M Buy
32,195
+479
+2% +$96.4K 0.35% 77
2025
Q1 		$6.33M Sell
31,716
-2,453
-7% -$532K 0.35% 73
2024
Q4 		$7.55M Buy
34,169
+5,833
+21% +$1.33M 0.43% 57
2024
Q3 		$6.26M Buy
28,336
+2,688
+10% +$575K 0.4% 61
2024
Q2 		$5.2M Buy
25,648
+3,107
+14% +$628K 0.33% 72
2024
Q1 		$4.74M Buy
22,541
+4,823
+27% +$962K 0.35% 85
2023
Q4 		$3.56M Buy
17,718
+1,988
+13% +$356K 0.26% 108
2023
Q3 		$2.78M Buy
15,730
+147
+0.9% +$27.6K 0.23% 116
2023
Q2 		$2.92M Sell
15,583
-1,648
-10% -$294K 0.26% 114
2023
Q1 		$3.07M Sell
17,231
-422
-2% -$77.7K 0.29% 82
2022
Q4 		$3.08M Sell
17,653
-11,161
-39% -$1.98M 0.31% 79
2022
Q3 		$4.75M Buy
28,814
+6,177
+27% +$1.13M 0.43% 51
2022
Q2 		$3.83M Sell
22,637
-442
-2% -$81.5K 0.41% 53
2022
Q1 		$4.74M Buy
23,079
+5,431
+31% +$1.11M 0.48% 47
2021
Q4 		$3.92M Buy
17,648
+237
+1% +$53.6K 0.38% 55
2021
Q3 		$3.81M Buy
17,411
+591
+4% +$131K 0.41% 51
2021
Q2 		$3.86M Sell
16,820
-329
-2% -$74K 0.43% 47
2021
Q1 		$3.79M Sell
17,149
-270
-2% -$59K 0.47% 46
2020
Q4 		$3.42M Buy
17,419
+397
+2% +$69.5K 0.47% 48
2020
Q3 		$2.55M Sell
17,022
-1,024
-6% -$154K 0.41% 57
2020
Q2 		$2.58M Buy
18,046
+1,880
+12% +$247K 0.47% 49
2020
Q1 		$1.85M Buy
16,166
+137
+0.9% +$20.4K 0.41% 62
2019
Q4 		$2.65M Sell
16,029
-1,717
-10% -$271K 0.48% 51
2019
Q3 		$2.69M Buy
+17,746
New +$2.71M 0.52% 45

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

IFG Advisory's IWM Position: Q1 2026 in Review

IFG Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 100% in Q1 2026, selling an estimated $9.3M and leaving 102 shares worth $25.3K. The position accounts for 0.07% of the portfolio, ranked #185.

IFG Advisory first reported a position in IWM in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.9M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • IFG Advisory held 102 shares of iShares Russell 2000 ETF worth $25.3K as of Q1 2026.
  • IFG Advisory sold 36,047 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.3M.
  • iShares Russell 2000 ETF made up 0.07% of IFG Advisory's portfolio in Q1 2026, its #185 holding.
  • IFG Advisory first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 27 quarters since.
  • IFG Advisory's iShares Russell 2000 ETF position peaked at $8.9M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.