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

Prosperity 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	$274K	Buy	1,106 +1	+0.1%	+$258	0.1%	156
2025 Q4	$272K	Buy	1,105 +1	+0.1%	+$246	0.1%	145
2025 Q3	$267K	Hold	1,104	–	–	0.1%	142
2025 Q2	$238K	Sell	1,104 -40	-3%	-$8.05K	0.1%	142
2025 Q1	$228K	Buy	1,144 +1	+0.1%	+$217	0.11%	137
2024 Q4	$253K	Buy	1,143 +1	+0.1%	+$228	0.13%	137
2024 Q3	$252K	Hold	1,142	–	–	0.14%	127
2024 Q2	$232K	Sell	1,142 -54	-5%	-$10.9K	0.15%	121
2024 Q1	$252K	Buy	1,196 +30	+3%	+$5.99K	0.16%	119
2023 Q4	$234K	Buy	1,166 +1	+0.1%	+$179	0.16%	112
2023 Q3	$206K	Buy	1,165 +25	+2%	+$4.69K	0.17%	104
2023 Q2	$213K	Buy	+1,140	New	+$203K	0.19%	115

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

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

Prosperity Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.09% in Q1 2026, buying an estimated $258 and bringing the position to 1,106 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #156.

Prosperity Financial Group first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Prosperity Financial Group held 1,106 shares of iShares Russell 2000 ETF worth $274K as of Q1 2026.
Prosperity Financial Group bought 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
iShares Russell 2000 ETF made up 0.1% of Prosperity Financial Group's portfolio in Q1 2026, its #156 holding.
Prosperity Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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