SNS Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.96M | Sell |
7,911
-380
| -5% | -$98K | 0.17% | 55 |
|
|
2025
Q4 | $2.04M | Sell |
8,291
-57
| -0.7% | -$14K | 0.18% | 53 |
|
|
2025
Q3 | $2.02M | Sell |
8,348
-181
| -2% | -$41.5K | 0.18% | 51 |
|
|
2025
Q2 | $1.84M | Sell |
8,529
-69
| -0.8% | -$13.9K | 0.18% | 51 |
|
|
2025
Q1 | $1.72M | Sell |
8,598
-520
| -6% | -$113K | 0.17% | 53 |
|
|
2024
Q4 | $2.01M | Sell |
9,118
-863
| -9% | -$197K | 0.21% | 53 |
|
|
2024
Q3 | $2.2M | Sell |
9,981
-976
| -9% | -$209K | 0.22% | 51 |
|
|
2024
Q2 | $2.22M | Sell |
10,957
-966
| -8% | -$195K | 0.24% | 46 |
|
|
2024
Q1 | $2.51M | Sell |
11,923
-959
| -7% | -$191K | 0.28% | 41 |
|
|
2023
Q4 | $2.59M | Sell |
12,882
-1,383
| -10% | -$248K | 0.31% | 40 |
|
|
2023
Q3 | $2.53M | Sell |
14,265
-1,375
| -9% | -$258K | 0.33% | 37 |
|
|
2023
Q2 | $2.93M | Sell |
15,640
-5,954
| -28% | -$1.06M | 0.38% | 36 |
|
|
2023
Q1 | $3.85M | Sell |
21,594
-1,517
| -7% | -$279K | 0.51% | 33 |
|
|
2022
Q4 | $4.03M | Sell |
23,111
-5,253
| -19% | -$934K | 0.54% | 35 |
|
|
2022
Q3 | $4.68M | Sell |
28,364
-311
| -1% | -$56.7K | 0.67% | 30 |
|
|
2022
Q2 | $4.86M | Sell |
28,675
-3,090
| -10% | -$570K | 0.63% | 29 |
|
|
2022
Q1 | $6.52M | Sell |
31,765
-2,104
| -6% | -$429K | 0.72% | 30 |
|
|
2021
Q4 | $7.53M | Sell |
33,869
-2,359
| -7% | -$533K | 0.8% | 28 |
|
|
2021
Q3 | $7.92M | Sell |
36,228
-5,068
| -12% | -$1.12M | 0.95% | 26 |
|
|
2021
Q2 | $9.47M | Sell |
41,296
-2,092
| -5% | -$470K | 1.2% | 20 |
|
|
2021
Q1 | $9.59M | Sell |
43,388
-1,550
| -3% | -$338K | 1.28% | 21 |
|
|
2020
Q4 | $8.81M | Sell |
44,938
-11,990
| -21% | -$2.1M | 1.26% | 20 |
|
|
2020
Q3 | $8.53M | Buy |
56,928
+1,308
| +2% | +$197K | 1.34% | 18 |
|
|
2020
Q2 | $7.96M | Sell |
55,620
-6,156
| -10% | -$808K | 1.44% | 16 |
|
|
2020
Q1 | $7.07M | Sell |
61,776
-12,072
| -16% | -$1.8M | 1.35% | 17 |
|
|
2019
Q4 | $12.2M | Buy |
73,848
+7,108
| +11% | +$1.12M | 2.15% | 15 |
|
|
2019
Q3 | $10.1M | Sell |
66,740
-4,369
| -6% | -$667K | 1.92% | 15 |
|
|
2019
Q2 | $11.1M | Sell |
71,109
-2,233
| -3% | -$344K | 2.08% | 14 |
|
|
2019
Q1 | $11.2M | Sell |
73,342
-1,489
| -2% | -$224K | 2.47% | 12 |
|
|
2018
Q4 | $10M | Sell |
74,831
-16,877
| -18% | -$2.52M | 2.48% | 12 |
|
|
2018
Q3 | $15.5M | Sell |
91,708
-3,129
| -3% | -$528K | 3.7% | 5 |
|
|
2018
Q2 | $15.5M | Sell |
94,837
-1,149
| -1% | -$184K | 4.07% | 5 |
|
|
2018
Q1 | $14.6M | Sell |
95,986
-2,869
| -3% | -$443K | 3.97% | 5 |
|
|
2017
Q4 | $15.1M | Sell |
98,855
-4,785
| -5% | -$719K | 3.63% | 4 |
|
|
2017
Q3 | $15.4M | Sell |
103,640
-6,043
| -6% | -$850K | 3.93% | 4 |
|
|
2017
Q2 | $15.5M | Sell |
109,683
-5,327
| -5% | -$737K | 4.1% | 4 |
|
|
2017
Q1 | $15.8M | Sell |
115,010
-36,881
| -24% | -$5.04M | 4.06% | 3 |
|
|
2016
Q4 | $20.5M | Sell |
151,891
-24,537
| -14% | -$3.14M | 6.01% | 2 |
|
|
2016
Q3 | $21.9M | Sell |
176,428
-11,832
| -6% | -$1.44M | 6.36% | 3 |
|
|
2016
Q2 | $21.6M | Buy |
188,260
+16,315
| +9% | +$1.84M | 5.44% | 5 |
|
|
2016
Q1 | $19M | Sell |
171,945
-1,494
| -0.9% | -$155K | 4.85% | 6 |
|
|
2015
Q4 | $19.5M | Buy |
173,439
+6,587
| +4% | +$760K | 4.82% | 7 |
|
|
2015
Q3 | $18.2M | Sell |
166,852
-27,360
| -14% | -$3.24M | 4.96% | 5 |
|
|
2015
Q2 | $24.2M | Buy |
194,212
+3,415
| +2% | +$427K | 7.35% | 2 |
|
|
2015
Q1 | $23.7M | Sell |
190,797
-4,108
| -2% | -$495K | 8.64% | 2 |
|
|
2014
Q4 | $23.3M | Buy |
194,905
+8,419
| +5% | +$963K | 9.21% | 2 |
|
|
2014
Q3 | $20.4M | Sell |
186,486
-39,976
| -18% | -$4.57M | 6.67% | 4 |
|
|
2014
Q2 | $26.9M | Buy |
226,462
+58,897
| +35% | +$6.69M | 10.81% | 3 |
|
|
2014
Q1 | $19.5M | Buy |
167,565
+11,350
| +7% | +$1.31M | 8.7% | 2 |
|
|
2013
Q4 | $18M | Buy |
156,215
+16,929
| +12% | +$1.87M | 8.31% | 2 |
|
|
2013
Q3 | $14.8M | Sell |
139,286
-8,122
| -6% | -$840K | 9.42% | 2 |
|
|
2013
Q2 | $14.3M | Buy |
+147,408
| New | +$14.1M | 5.37% | 6 |
|
Other funds holding IWM
SNS Financial Group's IWM Position: Q1 2026 in Review
SNS Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q1 2026, selling an estimated $98K and leaving 7,911 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #55.
SNS Financial Group first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.9M in Q2 2014. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- SNS Financial Group held 7,911 shares of iShares Russell 2000 ETF worth $1.96M as of Q1 2026.
- SNS Financial Group sold 380 iShares Russell 2000 ETF shares in Q1 2026, an estimated $98K.
- iShares Russell 2000 ETF made up 0.17% of SNS Financial Group's portfolio in Q1 2026, its #55 holding.
- SNS Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- SNS Financial Group's iShares Russell 2000 ETF position peaked at $26.9M in Q2 2014.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.