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

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

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. 2,734 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.
2,734 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.