RF&L Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

RF&L Wealth Management’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	$987K	Sell	3,981 -78	-2%	-$20.1K	0.74%	25
2025 Q4	$999K	Sell	4,059 -87	-2%	-$21.4K	0.56%	36
2025 Q3	$1M	Buy	4,146 +5	+0.1%	+$1.15K	0.59%	35
2025 Q2	$894K	Buy	4,141 +30	+0.7%	+$6.04K	0.58%	35
2025 Q1	$820K	Sell	4,111 -45	-1%	-$9.76K	0.59%	34
2024 Q4	$918K	Hold	4,156	–	–	0.65%	32
2024 Q3	$918K	Sell	4,156 -82	-2%	-$17.5K	0.65%	33
2024 Q2	$860K	Hold	4,238	–	–	0.65%	31
2024 Q1	$891K	Sell	4,238 -138	-3%	-$27.5K	0.69%	31
2023 Q4	$878K	Sell	4,376 -30	-0.7%	-$5.38K	0.73%	29
2023 Q3	$779K	Sell	4,406 -54	-1%	-$10.1K	0.72%	30
2023 Q2	$835K	Sell	4,460 -29	-0.6%	-$5.17K	0.76%	30
2023 Q1	$801K	Sell	4,489 -119	-3%	-$21.9K	0.78%	30
2022 Q4	$803K	Buy	+4,608	New	+$820K	0.83%	30

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

RF&L Wealth Management's IWM Position: Q1 2026 in Review

RF&L Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q1 2026, selling an estimated $20.1K and leaving 3,981 shares worth $987K. The position accounts for 0.74% of the portfolio, ranked #25.

RF&L Wealth Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

RF&L Wealth Management held 3,981 shares of iShares Russell 2000 ETF worth $987K as of Q1 2026.
RF&L Wealth Management sold 78 iShares Russell 2000 ETF shares in Q1 2026, an estimated $20.1K.
iShares Russell 2000 ETF made up 0.74% of RF&L Wealth Management's portfolio in Q1 2026, its #25 holding.
RF&L Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's iShares Russell 2000 ETF position peaked at $1M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.