Morling Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Morling Financial Advisors’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	$118K	Hold	475	–	–	0.04%	86
2025 Q4	$117K	Hold	475	–	–	0.04%	83
2025 Q3	$115K	Sell	475 -72	-13%	-$16.5K	0.04%	80
2025 Q2	$118K	Sell	547 -565	-51%	-$114K	0.04%	78
2025 Q1	$222K	Buy	1,112 +637	+134%	+$138K	0.08%	77
2024 Q4	$105K	Buy	475 +157	+49%	+$35.8K	0.04%	83
2024 Q3	$70.2K	Hold	318	–	–	0.03%	80
2024 Q2	$64.5K	Buy	318 +43	+16%	+$8.69K	0.03%	72
2024 Q1	$57.8K	Hold	275	–	–	0.03%	82
2023 Q4	$55.2K	Hold	275	–	–	0.04%	65
2023 Q3	$48.6K	Hold	275	–	–	0.05%	61
2023 Q2	$51.5K	Hold	275	–	–	0.05%	62
2023 Q1	$49.1K	Hold	275	–	–	0.05%	66
2022 Q4	$47.9K	Hold	275	–	–	0.06%	66
2022 Q3	$45K	Hold	275	–	–	0.06%	59
2022 Q2	$47K	Hold	275	–	–	0.06%	63
2022 Q1	$56K	Hold	275	–	–	0.07%	70
2021 Q4	$61K	Buy	+275	New	+$62.1K	0.06%	66

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

Morling Financial Advisors's IWM Position: Q1 2026 in Review

Morling Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 475 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #86.

Morling Financial Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $222K in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Morling Financial Advisors held 475 shares of iShares Russell 2000 ETF worth $118K as of Q1 2026.
Morling Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.04% of Morling Financial Advisors's portfolio in Q1 2026, its #86 holding.
Morling Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's iShares Russell 2000 ETF position peaked at $222K in Q1 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.