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KFA Private Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

KFA Private Wealth 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
Q1 		$394K Buy
1,588
+298
+23% +$76.9K 0.09% 101
2025
Q4 		$318K Buy
1,290
+7
+0.5% +$1.72K 0.08% 115
2025
Q3 		$311K Hold
1,283
– – 0.09% 105
2025
Q2 		$277K Buy
+1,283
New +$258K 0.09% 109
2024
Q2 		– Sell
-24,958
Closed -$5.25M – 90
2024
Q1 		$5.25M Buy
24,958
+1,726
+7% +$344K 1.63% 11
2023
Q4 		$4.66M Buy
23,232
+1,676
+8% +$300K 1.67% 12
2023
Q3 		$3.81M Buy
21,556
+845
+4% +$159K 1.58% 13
2023
Q2 		$3.88M Buy
20,711
+1,204
+6% +$215K 1.61% 13
2023
Q1 		$3.48M Sell
19,507
-9
-0% -$1.66K 1.58% 13
2022
Q4 		$3.4M Sell
19,516
-2,731
-12% -$486K 1.74% 13
2022
Q3 		$3.67M Sell
22,247
-673
-3% -$123K 1.95% 13
2022
Q2 		$3.88M Sell
22,920
-2,079
-8% -$383K 2.15% 11
2022
Q1 		$5.13M Sell
24,999
-2,856
-10% -$583K 2.57% 11
2021
Q4 		$6.2M Buy
27,855
+3,328
+14% +$752K 3.08% 11
2021
Q3 		$5.37M Buy
24,527
+58
+0.2% +$12.9K 2.94% 11
2021
Q2 		$5.61M Buy
24,469
+743
+3% +$167K 3.06% 11
2021
Q1 		$5.24M Buy
23,726
+2,416
+11% +$528K 3.06% 11
2020
Q4 		$4.18M Buy
21,310
+19,842
+1,352% +$3.47M 2.65% 12
2020
Q3 		$220K Buy
+1,468
New +$221K 0.16% 61

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KFA Private Wealth Group's IWM Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares Russell 2000 ETF (IWM) stake by 23% in Q1 2026, buying an estimated $76.9K and bringing the position to 1,588 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #101.

KFA Private Wealth Group first reported a position in IWM in Q3 2020 and has held it in 19 quarters since. The position peaked at $6.2M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • KFA Private Wealth Group held 1,588 shares of iShares Russell 2000 ETF worth $394K as of Q1 2026.
  • KFA Private Wealth Group bought 298 iShares Russell 2000 ETF shares in Q1 2026, an estimated $76.9K.
  • iShares Russell 2000 ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q1 2026, its #101 holding.
  • KFA Private Wealth Group first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 19 quarters since.
  • KFA Private Wealth Group's iShares Russell 2000 ETF position peaked at $6.2M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.