SNS Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

SNS Financial 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
2023 Q1	–	Hold	0	–	-$139K	–	194
2022 Q4	–	Hold	0	–	–	–	189
2022 Q3	–	Hold	0	–	–	–	170
2022 Q2	–	Sell	-5,900	Closed	-$1.09M	–	168
2022 Q1	$1.21M	Sell	5,900 -1,100	-16%	-$224K	0.13%	87
2021 Q4	$1.55M	Sell	7,000 -3,200	-31%	-$723K	0.17%	80
2021 Q3	$2.23M	Sell	10,200 -1,000	-9%	-$222K	0.27%	57
2021 Q2	$2.57M	Buy	11,200 +2,900	+35%	+$652K	0.33%	48
2021 Q1	$1.83M	Buy	8,300 +600	+8%	+$131K	0.24%	58
2020 Q4	$1.51M	Buy	7,700 +6,500	+542%	+$1.14M	0.22%	67
2020 Q3	$180K	Buy	1,200 +1,000	+500%	+$150K	0.03%	192
2020 Q2	$29K	Sell	200 -34,200	-99%	-$4.49M	0.01%	192
2020 Q1	$3.94M	Buy	+34,400	New	+$5.13M	0.75%	28

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

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.