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	$591K	Hold	11,800	–	–	0.02%	429
2025 Q4	$575K	Buy	11,800 +2,000	+20%	+$492K	0.02%	425
2025 Q3	$495K	Hold	9,800	–	–	0.02%	465
2025 Q2	$312K	Hold	9,800	–	–	0.01%	558
2025 Q1	$226K	Hold	9,800	–	–	0.01%	606
2024 Q4	$410K	Hold	9,800	–	–	0.02%	401
2024 Q3	$417K	Hold	9,800	–	–	0.02%	382
2024 Q2	$309K	Buy	+9,800	New	+$1.98M	0.02%	357

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

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. 2,568 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.
2,568 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.