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
2021 Q3	–	Sell	-700	Closed	-$161K	–	237
2021 Q2	$161K	Hold	700	–	–	0.02%	205
2021 Q1	$155K	Sell	700 -200	-22%	-$43.7K	0.02%	198
2020 Q4	$176K	Sell	900 -5,100	-85%	-$892K	0.03%	193
2020 Q3	$899K	Hold	6,000	–	–	0.14%	91
2020 Q2	$859K	Sell	6,000 -28,400	-83%	-$3.73M	0.16%	88
2020 Q1	$3.94M	Buy	+34,400	New	+$5.13M	0.75%	29
2019 Q3	–	Sell	-21,200	Closed	-$3.3M	–	215
2019 Q2	$3.3M	Buy	+21,200	New	+$3.27M	0.62%	30
2019 Q1	–	Sell	-18,500	Closed	-$2.48M	–	203
2018 Q4	$2.48M	Buy	+18,500	New	+$2.76M	0.61%	39
2017 Q2	–	Sell	-1,300	Closed	-$179K	–	188
2017 Q1	$179K	Sell	1,300 -300	-19%	-$41K	0.05%	166
2016 Q4	$216K	Buy	+1,600	New	+$204K	0.06%	156

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.