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SFG Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

SFG 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
Q2 		$433K Sell
1,441
-182
-11% -$51.1K 0.16% 79
2026
Q1 		$402K Sell
1,623
-268
-14% -$69.1K 0.17% 74
2025
Q4 		$466K Sell
1,891
-523
-22% -$129K 0.18% 83
2025
Q3 		$584K Buy
2,414
+491
+26% +$113K 0.25% 68
2025
Q2 		$415K Sell
1,923
-115
-6% -$23.1K 0.25% 53
2025
Q1 		$407K Buy
2,038
+45
+2% +$9.76K 0.2% 84
2024
Q4 		$440K Buy
1,993
+96
+5% +$21.9K 0.23% 62
2024
Q3 		$419K Sell
1,897
-271
-13% -$58K 0.22% 62
2024
Q2 		$440K Sell
2,168
-93
-4% -$18.8K 0.25% 57
2024
Q1 		$476K Sell
2,261
-205
-8% -$40.9K 0.28% 52
2023
Q4 		$495K Buy
2,466
+239
+11% +$42.8K 0.33% 47
2023
Q3 		$394K Sell
2,227
-36
-2% -$6.76K 0.31% 54
2023
Q2 		$424K Sell
2,263
-176
-7% -$31.4K 0.36% 52
2023
Q1 		$435K Sell
2,439
-199
-8% -$36.6K 0.48% 39
2022
Q4 		$460K Sell
2,638
-39
-1% -$6.94K 0.57% 34
2022
Q3 		$441K Sell
2,677
-66
-2% -$12K 0.6% 37
2022
Q2 		$465K Buy
2,743
+115
+4% +$21.2K 0.54% 42
2022
Q1 		$540K Sell
2,628
-140
-5% -$28.6K 0.51% 45
2021
Q4 		$616K Buy
+2,768
New +$625K 0.55% 47

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFG Wealth Management's IWM Position: Q2 2026 in Review

SFG Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $51.1K and leaving 1,441 shares worth $433K. The position accounts for 0.16% of the portfolio, ranked #79.

SFG Wealth Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $616K in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SFG Wealth Management held 1,441 shares of iShares Russell 2000 ETF worth $433K as of Q2 2026.
  • SFG Wealth Management sold 182 iShares Russell 2000 ETF shares in Q2 2026, an estimated $51.1K.
  • iShares Russell 2000 ETF made up 0.16% of SFG Wealth Management's portfolio in Q2 2026, its #79 holding.
  • SFG Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's iShares Russell 2000 ETF position peaked at $616K in Q4 2021.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.