Investor's Fiduciary Advisor Network’s iShares Russell 2000 ETF IWM Stock Holding History

Investor's Fiduciary Advisor Network’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 Q1	$389K	Buy	1,570 +220	+16%	+$56.7K	0.12%	182
2025 Q4	$332K	Sell	1,350 -22	-2%	-$5.41K	0.07%	224
2025 Q3	$331K	Sell	1,372 -8	-0.6%	-$1.84K	0.11%	184
2025 Q2	$297K	Sell	1,380 -55	-4%	-$11.1K	0.11%	180
2025 Q1	$286K	Buy	1,435 +50	+4%	+$10.8K	0.13%	139
2024 Q4	$306K	Buy	+1,385	New	+$316K	0.12%	166

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Investor's Fiduciary Advisor Network's IWM Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, buying an estimated $56.7K and bringing the position to 1,570 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #182.

Investor's Fiduciary Advisor Network first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Investor's Fiduciary Advisor Network held 1,570 shares of iShares Russell 2000 ETF worth $389K as of Q1 2026.
Investor's Fiduciary Advisor Network bought 220 iShares Russell 2000 ETF shares in Q1 2026, an estimated $56.7K.
iShares Russell 2000 ETF made up 0.12% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #182 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.