RiverFront Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

RiverFront Investment Group’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	$422K	Buy	1,702 +47	+3%	+$12.1K	0.01%	281
2025 Q4	$407K	Sell	1,655 -314	-16%	-$77.2K	0.01%	256
2025 Q3	$476K	Buy	1,969 +106	+6%	+$24.3K	0.01%	219
2025 Q2	$402K	Sell	1,863 -189	-9%	-$38K	0.01%	225
2025 Q1	$409K	Sell	2,052 -261	-11%	-$56.6K	0.01%	208
2024 Q4	$511K	Buy	2,313 +1,022	+79%	+$233K	0.01%	159
2024 Q3	$285K	Buy	1,291 +117	+10%	+$25K	0.01%	185
2024 Q2	$238K	Buy	+1,174	New	+$237K	0.01%	151

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

RiverFront Investment Group's IWM Position: Q1 2026 in Review

RiverFront Investment Group increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,702 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #281.

RiverFront Investment Group first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. The position peaked at $511K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

RiverFront Investment Group held 1,702 shares of iShares Russell 2000 ETF worth $422K as of Q1 2026.
RiverFront Investment Group bought 47 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.1K.
iShares Russell 2000 ETF made up 0.01% of RiverFront Investment Group's portfolio in Q1 2026, its #281 holding.
RiverFront Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
RiverFront Investment Group's iShares Russell 2000 ETF position peaked at $511K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.