RFA
IWM icon

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

Rollins 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 		$728K Buy
2,935
+664
+29% +$171K 0.12% 81
2025
Q4 		$559K Buy
2,271
+226
+11% +$55.6K 0.08% 91
2025
Q3 		$495K Sell
2,045
-25
-1% -$5.74K 0.07% 87
2025
Q2 		$447K Buy
2,070
+378
+22% +$76.1K 0.07% 86
2025
Q1 		$337K Buy
1,692
+3
+0.2% +$651 0.06% 97
2024
Q4 		$373K Buy
1,689
+110
+7% +$25.1K 0.06% 93
2024
Q3 		$349K Buy
1,579
+525
+50% +$112K 0.06% 95
2024
Q2 		$214K Buy
+1,054
New +$213K 0.04% 119

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Rollins Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 29% in Q1 2026, buying an estimated $171K and bringing the position to 2,935 shares worth $728K. The position accounts for 0.12% of the portfolio, ranked #81.

Rollins Financial Advisors first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Rollins Financial Advisors held 2,935 shares of iShares Russell 2000 ETF worth $728K as of Q1 2026.
  • Rollins Financial Advisors bought 664 iShares Russell 2000 ETF shares in Q1 2026, an estimated $171K.
  • iShares Russell 2000 ETF made up 0.12% of Rollins Financial Advisors's portfolio in Q1 2026, its #81 holding.
  • Rollins Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.