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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SNS Financial Group's IWM Position: Q2 2026 in Review

SNS Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 108% in Q2 2026, buying an estimated $2.4M and bringing the position to 16,462 shares worth $4.95M. The position accounts for 0.1% of the portfolio, ranked #139.

SNS Financial Group first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.9M in Q2 2014. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SNS Financial Group held 16,462 shares of iShares Russell 2000 ETF worth $4.95M as of Q2 2026.
SNS Financial Group bought 8,551 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.4M.
iShares Russell 2000 ETF made up 0.1% of SNS Financial Group's portfolio in Q2 2026, its #139 holding.
SNS Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
SNS Financial Group's iShares Russell 2000 ETF position peaked at $26.9M in Q2 2014.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.