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 Q2	$4.19M	Buy	13,956 +13,854	+13,582%	+$3.89M	0.15%	177
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFG Advisory's IWM Position: Q2 2026 in Review

IFG Advisory increased its iShares Russell 2000 ETF (IWM) stake by 13,582% in Q2 2026, buying an estimated $3.89M and bringing the position to 13,956 shares worth $4.19M. The position accounts for 0.15% of the portfolio, ranked #177.

IFG Advisory first reported a position in IWM in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.9M in Q4 2025. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

IFG Advisory held 13,956 shares of iShares Russell 2000 ETF worth $4.19M as of Q2 2026.
IFG Advisory bought 13,854 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.89M.
iShares Russell 2000 ETF made up 0.15% of IFG Advisory's portfolio in Q2 2026, its #177 holding.
IFG Advisory first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 28 quarters since.
IFG Advisory's iShares Russell 2000 ETF position peaked at $8.9M in Q4 2025.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.