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
2022 Q4	–	Sell	-3,000	Closed	-$181K	–	629
2022 Q3	$181K	Sell	3,000 -13,200	-81%	-$2.41M	0.12%	193
2022 Q2	$1.46M	Buy	+16,200	New	+$2.99M	0.94%	24
2022 Q1	–	Sell	-28,200	Closed	-$1.13M	–	198
2021 Q4	$1.13M	Buy	+28,200	New	+$6.37M	0.9%	31

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Resurgent Financial Advisors's IWM Position: Q2 2026 in Review

Resurgent Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 7.5% in Q2 2026, buying an estimated $69.4K and bringing the position to 3,543 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #72.

Resurgent Financial Advisors first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.76M in Q4 2021. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Resurgent Financial Advisors held 3,543 shares of iShares Russell 2000 ETF worth $1.06M as of Q2 2026.
Resurgent Financial Advisors bought 247 iShares Russell 2000 ETF shares in Q2 2026, an estimated $69.4K.
iShares Russell 2000 ETF made up 0.3% of Resurgent Financial Advisors's portfolio in Q2 2026, its #72 holding.
Resurgent Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
Resurgent Financial Advisors's iShares Russell 2000 ETF position peaked at $4.76M in Q4 2021.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.