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

Larson 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
Q1 		$4.86M Sell
19,599
-3,378
-15% -$871K 0.16% 117
2025
Q4 		$5.66M Sell
22,977
-4,144
-15% -$1.02M 0.19% 100
2025
Q3 		$6.56M Sell
27,121
-8,661
-24% -$1.99M 0.23% 84
2025
Q2 		$7.72M Sell
35,782
-73,209
-67% -$14.7M 0.31% 74
2025
Q1 		$21.7M Buy
108,991
+4,835
+5% +$1.05M 1.03% 15
2024
Q4 		$23M Buy
104,156
+33,277
+47% +$7.59M 1.19% 13
2024
Q3 		$15.7M Buy
70,879
+22,443
+46% +$4.8M 0.89% 22
2024
Q2 		$9.83M Buy
48,436
+22,122
+84% +$4.47M 0.67% 34
2024
Q1 		$5.53M Buy
26,314
+18,238
+226% +$3.64M 0.43% 46
2023
Q4 		$1.62M Buy
8,076
+4,408
+120% +$790K 0.14% 130
2023
Q3 		$648K Buy
3,668
+60
+2% +$11.3K 0.06% 177
2023
Q2 		$676K Buy
3,608
+553
+18% +$98.6K 0.07% 172
2023
Q1 		$545K Sell
3,055
-1,221
-29% -$225K 0.06% 190
2022
Q4 		$745K Sell
4,276
-53
-1% -$9.43K 0.09% 165
2022
Q3 		$714K Buy
4,329
+113
+3% +$20.6K 0.1% 148
2022
Q2 		$714K Buy
4,216
+128
+3% +$23.6K 0.12% 84
2022
Q1 		$839K Sell
4,088
-71
-2% -$14.5K 0.13% 82
2021
Q4 		$925K Sell
4,159
-9
-0.2% -$2.03K 0.15% 71
2021
Q3 		$912K Buy
4,168
+161
+4% +$35.7K 0.18% 58
2021
Q2 		$919K Buy
4,007
+231
+6% +$51.9K 0.21% 54
2021
Q1 		$834K Buy
3,776
+721
+24% +$157K 0.25% 47
2020
Q4 		$599K Sell
3,055
-96
-3% -$16.8K 0.2% 50
2020
Q3 		$472K Sell
3,151
-973
-24% -$146K 0.19% 54
2020
Q2 		$590K Buy
4,124
+3,118
+310% +$409K 0.28% 55
2020
Q1 		$115K Buy
1,006
+608
+153% +$90.6K 0.07% 105
2019
Q4 		$66K Sell
398
-33
-8% -$5.21K 0.04% 129
2019
Q3 		$65K Buy
431
+51
+13% +$7.79K 0.04% 127
2019
Q2 		$59K Sell
380
-30
-7% -$4.62K 0.04% 114
2019
Q1 		$63K Buy
410
+1
+0.2% +$150 0.05% 98
2018
Q4 		$55K Buy
+409
New +$61K 0.05% 106

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

Larson Financial Group's IWM Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2026, selling an estimated $871K and leaving 19,599 shares worth $4.86M. The position accounts for 0.16% of the portfolio, ranked #117.

Larson Financial Group first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $23M in Q4 2024. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Larson Financial Group held 19,599 shares of iShares Russell 2000 ETF worth $4.86M as of Q1 2026.
  • Larson Financial Group sold 3,378 iShares Russell 2000 ETF shares in Q1 2026, an estimated $871K.
  • iShares Russell 2000 ETF made up 0.16% of Larson Financial Group's portfolio in Q1 2026, its #117 holding.
  • Larson Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares Russell 2000 ETF position peaked at $23M in Q4 2024.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.