TFC Financial Management
IWM icon

TFC Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

TFC Financial Management’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
Q3 		$8.39K Hold
30
– – ﹤0.01% 451
2026
Q2 		$9.05K Hold
30
– – ﹤0.01% 434
2026
Q1 		$7.45K Hold
30
– – ﹤0.01% 421
2025
Q4 		$7.38K Sell
30
-31
-51% -$7.62K ﹤0.01% 417
2025
Q3 		$14.8K Hold
61
– – ﹤0.01% 375
2025
Q2 		$13.2K Hold
61
– – ﹤0.01% 360
2025
Q1 		$12.2K Sell
61
-15
-20% -$3.25K ﹤0.01% 350
2024
Q4 		$16.9K Hold
76
– – ﹤0.01% 330
2024
Q3 		$16.8K Hold
76
– – ﹤0.01% 337
2024
Q2 		$15.4K Hold
76
– – ﹤0.01% 313
2024
Q1 		$15.9K Sell
76
-11
-13% -$2.19K ﹤0.01% 310
2023
Q4 		$17.6K Buy
87
+12
+16% +$2.15K ﹤0.01% 293
2023
Q3 		$13.2K Hold
75
– – ﹤0.01% 322
2023
Q2 		$14K Hold
75
– – ﹤0.01% 315
2023
Q1 		$13.3K Buy
75
+1
+1% +$184 ﹤0.01% 352
2022
Q4 		$13K Sell
74
-25
-25% -$4.45K ﹤0.01% 286
2022
Q3 		$16K Sell
99
-130
-57% -$23.7K 0.01% 266
2022
Q2 		$39K Buy
229
+130
+131% +$24K 0.01% 215
2022
Q1 		$20K Hold
99
– – 0.01% 258
2021
Q4 		$22K Hold
99
– – 0.01% 269
2021
Q3 		$22K Hold
99
– – 0.01% 266
2021
Q2 		$23K Buy
99
+40
+68% +$8.99K 0.01% 252
2021
Q1 		$13K Hold
59
– – 0.01% 295
2020
Q4 		$12K Hold
59
– – 0.01% 304
2020
Q3 		$9K Buy
+59
New +$8.88K ﹤0.01% 303

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TFC Financial Management's IWM Position: Q3 2026 in Review

TFC Financial Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 30 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

TFC Financial Management first reported a position in IWM in Q3 2020 and has held it in 25 quarters since. The position peaked at $39K in Q2 2022. 1,109 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • TFC Financial Management held 30 shares of iShares Russell 2000 ETF worth $8.39K as of Q3 2026.
  • TFC Financial Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #451 holding.
  • TFC Financial Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's iShares Russell 2000 ETF position peaked at $39K in Q2 2022.
  • 1,109 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.