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
2019 Q1	–	Sell	-1,300	Closed	-$173K	–	2881
2018 Q4	$173K	Buy	1,300 +600	+86%	+$89.5K	0.01%	924
2018 Q3	$118K	Buy	700 +300	+75%	+$50.6K	﹤0.01%	1374
2018 Q2	$66K	Buy	+400	New	+$64K	﹤0.01%	1744
2018 Q1	–	Sell	-700	Closed	-$107K	–	3788
2017 Q4	$107K	Buy	+700	New	+$105K	﹤0.01%	1350

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

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
936 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.