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Strategic Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Financial Services’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
Q1 		$250K Buy
1,007
+38
+4% +$9.8K 0.01% 134
2025
Q4 		$257K Hold
969
– – 0.01% 124
2025
Q3 		$234K Sell
969
-110
-10% -$25.2K 0.01% 127
2025
Q2 		$233K Sell
1,079
-1,312
-55% -$264K 0.01% 130
2025
Q1 		$477K Sell
2,391
-29
-1% -$6.29K 0.03% 92
2024
Q4 		$535K Sell
2,420
-228
-9% -$52K 0.03% 90
2024
Q3 		$585K Sell
2,648
-60
-2% -$12.8K 0.03% 82
2024
Q2 		$549K Buy
2,708
+778
+40% +$157K 0.03% 80
2024
Q1 		$406K Sell
1,930
-110
-5% -$21.9K 0.03% 96
2023
Q4 		$409K Sell
2,040
-275
-12% -$49.3K 0.03% 95
2023
Q3 		$409K Sell
2,315
-600
-21% -$113K 0.03% 94
2023
Q2 		$558K Sell
2,915
-140
-5% -$25K 0.04% 83
2023
Q1 		$545K Buy
3,055
+159
+5% +$29.3K 0.04% 85
2022
Q4 		$505K Buy
2,896
+349
+14% +$62.1K 0.04% 84
2022
Q3 		$420K Sell
2,547
-426
-14% -$77.7K 0.04% 90
2022
Q2 		$504K Sell
2,973
-2
-0.1% -$369 0.04% 90
2022
Q1 		$611K Buy
2,975
+183
+7% +$37.3K 0.05% 89
2021
Q4 		$621K Sell
2,792
-260
-9% -$58.8K 0.05% 90
2021
Q3 		$668K Sell
3,052
-127
-4% -$28.2K 0.05% 85
2021
Q2 		$729K Buy
3,179
+134
+4% +$30.1K 0.06% 85
2021
Q1 		$673K Sell
3,045
-10
-0.3% -$2.18K 0.06% 84
2020
Q4 		$599K Sell
3,055
-145
-5% -$25.4K 0.05% 92
2020
Q3 		$479K Sell
3,200
-145
-4% -$21.8K 0.05% 91
2020
Q2 		$479K Sell
3,345
-714
-18% -$93.7K 0.05% 90
2020
Q1 		$465K Sell
4,059
-67,987
-94% -$10.1M 0.06% 87
2019
Q4 		$11.9M Sell
72,046
-1,366
-2% -$216K 1.37% 17
2019
Q3 		$11.1M Sell
73,412
-3,232
-4% -$494K 1.42% 17
2019
Q2 		$11.9M Sell
76,644
-1,869
-2% -$288K 1.57% 15
2019
Q1 		$12M Sell
78,513
-2,580
-3% -$388K 1.66% 15
2018
Q4 		$10.9M Sell
81,093
-170,883
-68% -$25.5M 1.7% 13
2018
Q3 		$42.5M Sell
251,976
-1,966
-0.8% -$332K 6.33% 2
2018
Q2 		$41.6M Sell
253,942
-11,489
-4% -$1.84M 6.41% 2
2018
Q1 		$40.3M Buy
265,431
+24,499
+10% +$3.78M 6.55% 3
2017
Q4 		$36.7M Buy
240,932
+26,126
+12% +$3.92M 5.81% 3
2017
Q3 		$31.8M Buy
214,806
+1,308
+0.6% +$184K 5.26% 3
2017
Q2 		$30.1M Buy
213,498
+3,478
+2% +$481K 5.26% 4
2017
Q1 		$28.9M Buy
210,020
+5,370
+3% +$734K 5.25% 3
2016
Q4 		$27.6M Sell
204,650
-408
-0.2% -$52.1K 5.3% 3
2016
Q3 		$25.5M Buy
205,058
+198
+0.1% +$24.1K 5.06% 3
2016
Q2 		$24.8M Buy
204,860
+17,290
+9% +$1.95M 4.98% 3
2016
Q1 		$20.8M Buy
187,570
+53,995
+40% +$5.59M 4.82% 3
2015
Q4 		$15M Buy
133,575
+4,441
+3% +$512K 3.95% 3
2015
Q3 		$14.1M Buy
129,134
+3,785
+3% +$449K 3.91% 2
2015
Q2 		$15.7M Sell
125,349
-799
-0.6% -$99.8K 4.39% 3
2015
Q1 		$15.7M Buy
126,148
+3,540
+3% +$427K 4.04% 3
2014
Q4 		$14.7M Buy
122,608
+35,491
+41% +$4.06M 3.99% 3
2014
Q3 		$9.53M Buy
87,117
+2,704
+3% +$309K 2.66% 3
2014
Q2 		$10M Buy
84,413
+2,006
+2% +$228K 2.78% 3
2014
Q1 		$9.59M Buy
82,407
+4,138
+5% +$477K 2.81% 3
2013
Q4 		$9.03M Sell
78,269
-29,819
-28% -$3.29M 2.86% 3
2013
Q3 		$11.5M Buy
108,088
+4,040
+4% +$418K 3.88% 3
2013
Q2 		$10.1M Buy
+104,048
New +$9.94M 3.57% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Strategic Financial Services's IWM Position: Q1 2026 in Review

Strategic Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, buying an estimated $9.8K and bringing the position to 1,007 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #134.

Strategic Financial Services first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.5M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Strategic Financial Services held 1,007 shares of iShares Russell 2000 ETF worth $250K as of Q1 2026.
  • Strategic Financial Services bought 38 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.8K.
  • iShares Russell 2000 ETF made up 0.01% of Strategic Financial Services's portfolio in Q1 2026, its #134 holding.
  • Strategic Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Strategic Financial Services's iShares Russell 2000 ETF position peaked at $42.5M in Q3 2018.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.