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

IFP 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 		$7.55M Sell
25,119
-60,874
-71% -$17.1M 0.14% 171
2026
Q1 		$21.3M Buy
85,993
+61,584
+252% +$15.9M 0.44% 42
2025
Q4 		$6.01M Buy
24,409
+3,567
+17% +$877K 0.13% 158
2025
Q3 		$5.04M Sell
20,842
-7,611
-27% -$1.75M 0.13% 174
2025
Q2 		$6.14M Sell
28,453
-32,980
-54% -$6.64M 0.17% 123
2025
Q1 		$12.3M Sell
61,433
-1,207
-2% -$262K 0.38% 48
2024
Q4 		$13.8M Buy
62,640
+5,326
+9% +$1.21M 0.45% 36
2024
Q3 		$12.7M Buy
57,314
+36,399
+174% +$7.79M 0.46% 38
2024
Q2 		$6.34M Sell
20,915
-11,498
-35% -$2.32M 0.25% 83
2024
Q1 		$6.82M Buy
32,413
+20,793
+179% +$4.15M 0.3% 69
2023
Q4 		$2.33M Sell
11,620
-23,471
-67% -$4.2M 0.11% 204
2023
Q3 		$6.2M Sell
35,091
-21,852
-38% -$4.1M 0.28% 78
2023
Q2 		$10.7M Buy
56,943
+43,854
+335% +$7.82M 0.45% 47
2023
Q1 		$1.46M Sell
13,089
-23,758
-64% -$4.37M 0.06% 295
2022
Q4 		$4.13M Buy
36,847
+243
+0.7% +$43.2K 0.11% 183
2022
Q3 		$4.1M Buy
36,604
+259
+0.7% +$47.2K 0.11% 194
2022
Q2 		$4.06M Hold
36,345
– – 0.13% 171
2022
Q1 		$4.06M Sell
36,345
-16,319
-31% -$3.33M 0.13% 171
2021
Q4 		$11.7M Sell
52,664
-11,527
-18% -$2.6M 0.23% 47
2021
Q3 		$14.1M Sell
64,191
-85,189
-57% -$18.9M 0.28% 37
2021
Q2 		$34.3M Buy
149,380
+14,435
+11% +$3.25M 0.71% 15
2021
Q1 		$29.8M Buy
134,945
+71,308
+112% +$15.6M 0.58% 19
2020
Q4 		$12.5M Buy
63,637
+19,795
+45% +$3.46M 0.51% 26
2020
Q3 		$6.55M Buy
43,842
+371
+0.9% +$55.8K 0.39% 49
2020
Q2 		$6.13M Buy
43,471
+36,218
+499% +$4.75M 0.49% 42
2020
Q1 		$849K Sell
7,253
-12,269
-63% -$1.83M 0.09% 236
2019
Q4 		$3.23M Buy
19,522
+4,604
+31% +$728K 0.24% 95
2019
Q3 		$2.25M Buy
+14,918
New +$2.28M 0.15% 152
2019
Q1 		$2.96M Sell
19,283
-33,170
-63% -$4.98M 0.4% 44
2018
Q4 		$6.97M Buy
52,453
+5,234
+11% +$781K 0.42% 45
2018
Q3 		$7.96M Sell
47,219
-4,526
-9% -$764K 0.32% 65
2018
Q2 		$8.47M Sell
51,745
-896
-2% -$143K 0.36% 56
2018
Q1 		$8.03M Buy
52,641
+700
+1% +$108K 0.36% 56
2017
Q4 		$7.92M Buy
51,941
+9,652
+23% +$1.45M 0.36% 58
2017
Q3 		$6.27M Sell
42,289
-15,125
-26% -$2.13M 0.25% 81
2017
Q2 		$8.09M Sell
57,414
-13,859
-19% -$1.92M 0.34% 57
2017
Q1 		$9.8M Buy
71,273
+15,196
+27% +$2.08M 0.43% 43
2016
Q4 		$7.56M Buy
56,077
+16,759
+43% +$2.14M 0.36% 55
2016
Q3 		$4.88M Buy
39,318
+4,013
+11% +$488K 0.25% 81
2016
Q2 		$4.06M Buy
35,305
+16,022
+83% +$1.81M 0.23% 88
2016
Q1 		$2.96M Sell
19,283
-22,783
-54% -$2.36M 0.4% 44
2015
Q4 		$4.74M Buy
+42,066
New +$4.85M 0.32% 71

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors's IWM Position: Q2 2026 in Review

IFP Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 71% in Q2 2026, selling an estimated $17.1M and leaving 25,119 shares worth $7.55M. The position accounts for 0.14% of the portfolio, ranked #171.

IFP Advisors first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. The position peaked at $34.3M in Q2 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • IFP Advisors held 25,119 shares of iShares Russell 2000 ETF worth $7.55M as of Q2 2026.
  • IFP Advisors sold 60,874 iShares Russell 2000 ETF shares in Q2 2026, an estimated $17.1M.
  • iShares Russell 2000 ETF made up 0.14% of IFP Advisors's portfolio in Q2 2026, its #171 holding.
  • IFP Advisors first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Russell 2000 ETF position peaked at $34.3M in Q2 2021.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.