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

Resurgent 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	$817K	Buy	3,296 +20	+0.6%	+$5.16K	0.3%	81
2025 Q4	$806K	Sell	3,276 -1,001	-23%	-$246K	0.4%	69
2025 Q3	$1.03M	Sell	4,277 -1,894	-31%	-$435K	0.51%	48
2025 Q2	$1.33M	Buy	6,171 +4,756	+336%	+$957K	0.73%	35
2025 Q1	$282K	Buy	+1,415	New	+$307K	0.17%	144
2024 Q1	–	Sell	-480	Closed	-$96.3K	–	343
2023 Q4	$96.3K	Hold	480	–	–	0.06%	252
2023 Q3	$84.8K	Sell	480 -3	-0.6%	-$563	0.06%	249
2023 Q2	$90.5K	Sell	483 -200	-29%	-$35.7K	0.06%	247
2023 Q1	$122K	Sell	683 -68	-9%	-$12.5K	0.08%	204
2022 Q4	$131K	Buy	+751	New	+$134K	0.07%	265
2022 Q3	–	Sell	-14,204	Closed	-$2.59M	–	207
2022 Q2	$2.41M	Sell	14,204 -433	-3%	-$79.8K	1.54%	11
2022 Q1	$3M	Sell	14,637 -6,758	-32%	-$1.38M	1.86%	5
2021 Q4	$4.76M	Buy	+21,395	New	+$4.83M	3.79%	4

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

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

Resurgent Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.61% in Q1 2026, buying an estimated $5.16K and bringing the position to 3,296 shares worth $817K. The position accounts for 0.3% of the portfolio, ranked #81.

Resurgent Financial Advisors first reported a position in IWM in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.76M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Resurgent Financial Advisors held 3,296 shares of iShares Russell 2000 ETF worth $817K as of Q1 2026.
Resurgent Financial Advisors bought 20 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.16K.
iShares Russell 2000 ETF made up 0.3% of Resurgent Financial Advisors's portfolio in Q1 2026, its #81 holding.
Resurgent Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 13 quarters since.
Resurgent Financial Advisors's iShares Russell 2000 ETF position peaked at $4.76M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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