RFG Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

RFG Advisory’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 Q1	–	Sell	-1,700	Closed	-$332K	–	523
2021 Q4	$332K	Buy	+1,700	New	+$384K	0.02%	382

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

RFG Advisory's IWM Position: Q2 2026 in Review

RFG Advisory increased its iShares Russell 2000 ETF (IWM) stake by 253% in Q2 2026, buying an estimated $3.82M and bringing the position to 18,947 shares worth $5.69M. The position accounts for 0.09% of the portfolio, ranked #155.

RFG Advisory first reported a position in IWM in Q2 2015 and has held it in 31 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

RFG Advisory held 18,947 shares of iShares Russell 2000 ETF worth $5.69M as of Q2 2026.
RFG Advisory bought 13,584 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.82M.
iShares Russell 2000 ETF made up 0.09% of RFG Advisory's portfolio in Q2 2026, its #155 holding.
RFG Advisory first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 31 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.