MYeCFO’s iShares Russell 2000 ETF IWM Stock Holding History

MYeCFO’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	$234K	Buy	945 +76	+9%	+$19.6K	0.1%	62
2025 Q4	$214K	Hold	869	–	–	0.09%	58
2025 Q3	$210K	Buy	+869	New	+$199K	0.1%	59
2023 Q2	–	Sell	-1,738	Closed	-$310K	–	48
2023 Q1	$310K	Hold	1,738	–	–	0.23%	37
2022 Q4	$303K	Buy	+1,738	New	+$309K	0.25%	34

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

MYeCFO's IWM Position: Q1 2026 in Review

MYeCFO increased its iShares Russell 2000 ETF (IWM) stake by 8.7% in Q1 2026, buying an estimated $19.6K and bringing the position to 945 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #62.

MYeCFO first reported a position in IWM in Q4 2022 and has held it in 5 quarters since. The position peaked at $310K in Q1 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MYeCFO held 945 shares of iShares Russell 2000 ETF worth $234K as of Q1 2026.
MYeCFO bought 76 iShares Russell 2000 ETF shares in Q1 2026, an estimated $19.6K.
iShares Russell 2000 ETF made up 0.1% of MYeCFO's portfolio in Q1 2026, its #62 holding.
MYeCFO first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 5 quarters since.
MYeCFO's iShares Russell 2000 ETF position peaked at $310K in Q1 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.