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KMG Fiduciary Partners’s iShares Russell 2000 ETF IWM Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-1,152
Closed -$284K – 268
2025
Q4 		$284K Sell
1,152
-6,293
-85% -$1.55M 0.02% 234
2025
Q3 		$1.8M Buy
7,445
+5
+0.1% +$1.15K 0.12% 151
2025
Q2 		$1.61M Buy
7,440
+4
+0.1% +$805 0.12% 155
2025
Q1 		$1.48M Buy
7,436
+437
+6% +$94.8K 0.12% 156
2024
Q4 		$1.55M Buy
6,999
+10
+0.1% +$2.28K 0.13% 150
2024
Q3 		$1.54M Sell
6,989
-81
-1% -$17.3K 0.13% 146
2024
Q2 		$1.43M Sell
7,070
-26
-0.4% -$5.25K 0.14% 125
2024
Q1 		$1.49M Buy
7,096
+2
+0% +$399 0.15% 122
2023
Q4 		$1.42M Sell
7,094
-27
-0.4% -$4.84K 0.17% 123
2023
Q3 		$1.26M Buy
7,121
+407
+6% +$76.4K 0.17% 128
2023
Q2 		$1.26M Buy
6,714
+4
+0.1% +$713 0.16% 132
2023
Q1 		$1.2M Buy
6,710
+4,688
+232% +$863K 0.17% 131
2022
Q4 		$353K Buy
+2,022
New +$360K 0.06% 192

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

KMG Fiduciary Partners's IWM Position: Q1 2026 in Review

KMG Fiduciary Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,152 shares — an estimated $284K sold.

KMG Fiduciary Partners first reported a position in IWM in Q4 2022 and held it in 13 quarters. The position peaked at $1.8M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • KMG Fiduciary Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,152 iShares Russell 2000 ETF shares in Q1 2026, an estimated $284K.
  • KMG Fiduciary Partners first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 13 quarters.
  • KMG Fiduciary Partners's iShares Russell 2000 ETF position peaked at $1.8M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on KMG Fiduciary Partners's 13F filing for Q1 2026, filed 13 Apr 2026.