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Providence First Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Providence First Trust’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 		$973K Sell
3,922
-2,121
-35% -$547K 0.34% 72
2025
Q4 		$1.49M Buy
+6,043
New +$1.49M 0.52% 44
2022
Q4 		– Sell
-476
Closed -$79K – 116
2022
Q3 		$79K Buy
+476
New +$86.8K 0.05% 98

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Providence First Trust's IWM Position: Q1 2026 in Review

Providence First Trust reduced its iShares Russell 2000 ETF (IWM) stake by 35% in Q1 2026, selling an estimated $547K and leaving 3,922 shares worth $973K. The position accounts for 0.34% of the portfolio, ranked #72.

Providence First Trust first reported a position in IWM in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Providence First Trust held 3,922 shares of iShares Russell 2000 ETF worth $973K as of Q1 2026.
  • Providence First Trust sold 2,121 iShares Russell 2000 ETF shares in Q1 2026, an estimated $547K.
  • iShares Russell 2000 ETF made up 0.34% of Providence First Trust's portfolio in Q1 2026, its #72 holding.
  • Providence First Trust first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 3 quarters since.
  • Providence First Trust's iShares Russell 2000 ETF position peaked at $1.49M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Providence First Trust's 13F filing for Q1 2026, filed 5 May 2026.