Larson Financial Group
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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
Q3 		$3.58M Buy
12,888
+2,905
+29% +$853K 0.09% 185
2026
Q2 		$3M Sell
9,983
-9,616
-49% -$2.7M 0.08% 199
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 		$9.8M 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% -$5.22K 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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Larson Financial Group's IWM Position: Q3 2026 in Review

Larson Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 29% in Q3 2026, buying an estimated $853K and bringing the position to 12,888 shares worth $3.58M. The position accounts for 0.09% of the portfolio, ranked #185.

Larson Financial Group first reported a position in IWM in Q4 2018 and has held it in 32 quarters since. The position peaked at $23M in Q4 2024. 1,695 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Larson Financial Group held 12,888 shares of iShares Russell 2000 ETF worth $3.58M as of Q3 2026.
  • Larson Financial Group bought 2,905 iShares Russell 2000 ETF shares in Q3 2026, an estimated $853K.
  • iShares Russell 2000 ETF made up 0.09% of Larson Financial Group's portfolio in Q3 2026, its #185 holding.
  • Larson Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 32 quarters since.
  • Larson Financial Group's iShares Russell 2000 ETF position peaked at $23M in Q4 2024.
  • 1,695 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.