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Independent Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Financial Group’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 		$20.7M Sell
68,910
-15,471
-18% -$4.35M 0.39% 37
2026
Q1 		$20.9M Buy
84,381
+43,720
+108% +$11.3M 0.47% 32
2025
Q4 		$10M Buy
40,661
+8,358
+26% +$2.05M 0.22% 84
2025
Q3 		$7.82M Buy
32,303
+9,367
+41% +$2.15M 0.19% 103
2025
Q2 		$4.95M Buy
22,936
+1,268
+6% +$255K 0.14% 142
2025
Q1 		$4.32M Sell
21,668
-11,958
-36% -$2.59M 0.15% 137
2024
Q4 		$7.43M Sell
33,626
-9,605
-22% -$2.19M 0.25% 74
2024
Q3 		$9.55M Buy
43,231
+21,481
+99% +$4.6M 0.35% 46
2024
Q2 		$4.41M Sell
21,750
-2,979
-12% -$602K 0.18% 113
2024
Q1 		$5.2M Buy
24,729
+2,567
+12% +$512K 0.24% 88
2023
Q4 		$4.45M Buy
22,162
+6,044
+37% +$1.08M 0.24% 99
2023
Q3 		$2.85M Sell
16,118
-234
-1% -$43.9K 0.19% 116
2023
Q2 		$3.06M Buy
16,352
+5,065
+45% +$903K 0.21% 102
2023
Q1 		$2.01M Sell
11,287
-84
-0.7% -$15.5K 0.16% 141
2022
Q4 		$1.98M Sell
11,371
-416
-4% -$74K 0.17% 114
2022
Q3 		$1.94M Buy
11,787
+228
+2% +$41.6K 0.18% 114
2022
Q2 		$1.96M Sell
11,559
-1,607
-12% -$296K 0.21% 112
2022
Q1 		$2.7M Buy
13,166
+1,733
+15% +$354K 0.22% 93
2021
Q4 		$2.54M Buy
11,433
+3,792
+50% +$857K 0.21% 103
2021
Q3 		$1.67M Sell
7,641
-224
-3% -$49.7K 0.17% 120
2021
Q2 		$1.8M Buy
7,865
+276
+4% +$62.1K 0.19% 119
2021
Q1 		$1.68M Buy
7,589
+149
+2% +$32.5K 0.22% 116
2020
Q4 		$1.46M Sell
7,440
-401
-5% -$70.2K 0.22% 118
2020
Q3 		$1.17M Buy
7,841
+155
+2% +$23.3K 0.22% 110
2020
Q2 		$1.1M Buy
7,686
+1,305
+20% +$171K 0.24% 103
2020
Q1 		$730K Buy
+6,381
New +$951K 0.21% 120

Other funds holding IWM

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's IWM Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, selling an estimated $4.35M and leaving 68,910 shares worth $20.7M. The position accounts for 0.39% of the portfolio, ranked #37.

Independent Financial Group first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.9M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Independent Financial Group held 68,910 shares of iShares Russell 2000 ETF worth $20.7M as of Q2 2026.
  • Independent Financial Group sold 15,471 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.35M.
  • iShares Russell 2000 ETF made up 0.39% of Independent Financial Group's portfolio in Q2 2026, its #37 holding.
  • Independent Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Russell 2000 ETF position peaked at $20.9M in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.