SF
IWM icon

Symphony Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Symphony Financial’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
Q2 		$15.1M Buy
50,384
+4,144
+9% +$1.16M 1.65% 15
2026
Q1 		$11.3M Sell
46,240
-11,665
-20% -$3.01M 1.5% 18
2025
Q4 		$14.3M Sell
57,905
-38,164
-40% -$9.38M 1.93% 13
2025
Q3 		$23.4M Sell
96,069
-11,557
-11% -$2.65M 2.85% 6
2025
Q2 		$21.4M Buy
107,626
+52,396
+95% +$10.5M 2.8% 6
2025
Q1 		$10.4M Sell
55,230
-18,123
-25% -$3.93M 6.15% 4
2024
Q4 		$16.8M Buy
73,353
+3,776
+5% +$861K 2.63% 8
2024
Q3 		$15.3M Buy
69,577
+4,670
+7% +$999K 2.52% 9
2024
Q2 		$13.1M Buy
64,907
+25,817
+66% +$5.22M 2.39% 10
2024
Q1 		$8.22M Sell
39,090
-18,886
-33% -$3.77M 1.92% 14
2023
Q4 		$11.2M Sell
57,976
-8,786
-13% -$1.57M 2.4% 9
2023
Q3 		$11.6M Buy
66,762
+3,683
+6% +$691K 2.83% 11
2023
Q2 		$11.7M Buy
63,079
+6,796
+12% +$1.21M 2.88% 8
2023
Q1 		$9.87M Sell
56,283
-1,294
-2% -$238K 2.56% 9
2022
Q4 		$10.3M Buy
57,577
+15,108
+36% +$2.69M 2.73% 9
2022
Q3 		$7.06M Sell
42,469
-24,982
-37% -$4.56M 2.31% 8
2022
Q2 		$11.5M Sell
67,451
-12,580
-16% -$2.32M 3.41% 6
2022
Q1 		$15.5M Sell
80,031
-2,506
-3% -$511K 3.64% 6
2021
Q4 		$12.7M Buy
82,537
+46,626
+130% +$10.5M 3.53% 8
2021
Q3 		$7.93M Buy
35,911
+3,280
+10% +$727K 2.76% 10
2021
Q2 		$7.49M Sell
32,631
-3,879
-11% -$872K 2.55% 10
2021
Q1 		$11.2M Buy
36,510
+27,040
+286% +$5.9M 2.96% 10
2020
Q4 		$1.83M Buy
+9,470
New +$1.66M 0.66% 36
2020
Q2 		– Sell
-1,859
Closed -$214K – 139
2020
Q1 		$214K Buy
+1,859
New +$277K 0.15% 90

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Symphony Financial's IWM Position: Q2 2026 in Review

Symphony Financial increased its iShares Russell 2000 ETF (IWM) stake by 9% in Q2 2026, buying an estimated $1.16M and bringing the position to 50,384 shares worth $15.1M. The position accounts for 1.65% of the portfolio, ranked #15.

Symphony Financial first reported a position in IWM in Q1 2020 and has held it in 24 quarters since. The position peaked at $23.4M in Q3 2025. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Symphony Financial held 50,384 shares of iShares Russell 2000 ETF worth $15.1M as of Q2 2026.
  • Symphony Financial bought 4,144 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Russell 2000 ETF made up 1.65% of Symphony Financial's portfolio in Q2 2026, its #15 holding.
  • Symphony Financial first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's iShares Russell 2000 ETF position peaked at $23.4M in Q3 2025.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.