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 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

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

TFC Financial Management's IWM Position: Q1 2026 in Review

TFC Financial Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 30 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

TFC Financial Management first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. The position peaked at $39K in Q2 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

TFC Financial Management held 30 shares of iShares Russell 2000 ETF worth $7.45K as of Q1 2026.
TFC Financial Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #421 holding.
TFC Financial Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's iShares Russell 2000 ETF position peaked at $39K in Q2 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.