Safe Harbor Fiduciary’s iShares Russell 2000 ETF IWM Stock Holding History

Safe Harbor Fiduciary’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	$4.13M	Buy	16,658 +1,084	+7%	+$280K	3.93%	5
2025 Q4	$3.83M	Buy	+15,574	New	+$3.83M	3.39%	7
2025 Q2	$3.03M	Buy	14,028 +14,017	+127,427%	+$2.82M	2.84%	7
2025 Q1	$2.19K	Buy	+11	New	+$2.39K	﹤0.01%	184
2024 Q4	–	Sell	-5,000	Closed	-$1.1M	–	210
2024 Q3	$1.1M	Buy	+5,000	New	+$1.07M	1.03%	24

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

Safe Harbor Fiduciary's IWM Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its iShares Russell 2000 ETF (IWM) stake by 7% in Q1 2026, buying an estimated $280K and bringing the position to 16,658 shares worth $4.13M. The position accounts for 3.93% of the portfolio, ranked #5.

Safe Harbor Fiduciary first reported a position in IWM in Q3 2024 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Safe Harbor Fiduciary held 16,658 shares of iShares Russell 2000 ETF worth $4.13M as of Q1 2026.
Safe Harbor Fiduciary bought 1,084 iShares Russell 2000 ETF shares in Q1 2026, an estimated $280K.
iShares Russell 2000 ETF made up 3.93% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #5 holding.
Safe Harbor Fiduciary first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.