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TFB Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

TFB Advisors’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 		– Sell
-15,755
Closed -$3.88M – 256
2025
Q4 		$3.88M Buy
15,755
+274
+2% +$67.4K 1.08% 19
2025
Q3 		$3.84M Buy
15,481
+1,258
+9% +$289K 1.12% 20
2025
Q2 		$3.07M Buy
14,223
+423
+3% +$85.1K 0.8% 26
2025
Q1 		$2.75M Buy
13,800
+1,655
+14% +$359K 0.79% 27
2024
Q4 		$2.68M Buy
12,145
+525
+5% +$120K 0.77% 27
2024
Q3 		$2.57M Buy
11,620
+172
+2% +$36.8K 0.76% 25
2024
Q2 		$2.32M Sell
11,448
-45
-0.4% -$9.09K 0.76% 27
2024
Q1 		$2.26M Buy
11,493
+584
+5% +$116K 0.82% 26
2023
Q4 		$2.19M Buy
+10,909
New +$1.95M 1.12% 24
2023
Q3 		– Sell
-10,552
Closed -$1.98M – 163
2023
Q2 		$1.98M Buy
+10,552
New +$1.88M 0.86% 29

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

TFB Advisors's IWM Position: Q1 2026 in Review

TFB Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 15,755 shares — an estimated $3.88M sold.

TFB Advisors first reported a position in IWM in Q2 2023 and held it in 10 quarters. The position peaked at $3.88M in Q4 2025. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • TFB Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 15,755 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.88M.
  • TFB Advisors first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 10 quarters.
  • TFB Advisors's iShares Russell 2000 ETF position peaked at $3.88M in Q4 2025.
  • 2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.