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TFG Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

TFG Advisers’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
2025
Q2 		$508K Buy
2,355
+5
+0.2% +$1.01K 0.17% 134
2025
Q1 		$469K Buy
2,350
+4
+0.2% +$868 0.17% 136
2024
Q4 		$518K Buy
2,346
+6
+0.3% +$1.37K 0.19% 129
2024
Q3 		$517K Buy
2,340
+6
+0.3% +$1.28K 0.19% 131
2024
Q2 		$474K Buy
2,334
+5
+0.2% +$1.01K 0.18% 125
2024
Q1 		$490K Sell
2,329
-22
-0.9% -$4.39K 0.19% 123
2023
Q4 		$472K Buy
2,351
+88
+4% +$15.8K 0.2% 122
2023
Q3 		$400K Hold
2,263
– – 0.19% 124
2023
Q2 		$424K Buy
2,263
+5
+0.2% +$891 0.19% 122
2023
Q1 		$403K Buy
2,258
+6
+0.3% +$1.1K 0.19% 125
2022
Q4 		$393K Buy
2,252
+8
+0.4% +$1.42K 0.2% 115
2022
Q3 		$370K Buy
2,244
+9
+0.4% +$1.64K 0.21% 120
2022
Q2 		$379K Buy
2,235
+4
+0.2% +$737 0.2% 118
2022
Q1 		$458K Buy
2,231
+4
+0.2% +$816 0.21% 117
2021
Q4 		$495K Buy
2,227
+5
+0.2% +$1.13K 0.22% 118
2021
Q3 		$486K Buy
2,222
+6
+0.3% +$1.33K 0.24% 113
2021
Q2 		$508K Buy
2,216
+3
+0.1% +$675 0.25% 105
2021
Q1 		$489K Sell
2,213
-8
-0.4% -$1.75K 0.25% 102
2020
Q4 		$435K Buy
2,221
+6
+0.3% +$1.05K 0.23% 107
2020
Q3 		$331K Buy
2,215
+7
+0.3% +$1.05K 0.19% 123
2020
Q2 		$316K Buy
2,208
+80
+4% +$10.5K 0.21% 117
2020
Q1 		$243K Buy
2,128
+83
+4% +$12.4K 0.19% 126
2019
Q4 		$338K Buy
2,045
+169
+9% +$26.7K 0.19% 120
2019
Q3 		$284K Buy
1,876
+41
+2% +$6.26K 0.19% 129
2019
Q2 		$285K Sell
1,835
-28
-2% -$4.32K 0.19% 125
2019
Q1 		$285K Buy
1,863
+37
+2% +$5.56K 0.21% 125
2018
Q4 		$244K Buy
+1,826
New +$272K 0.2% 128

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

TFG Advisers's IWM Position: Q2 2025 in Review

TFG Advisers increased its iShares Russell 2000 ETF (IWM) stake by 0.21% in Q2 2025, buying an estimated $1.01K and bringing the position to 2,355 shares worth $508K. The position accounts for 0.17% of the portfolio, ranked #134.

TFG Advisers first reported a position in IWM in Q4 2018 and has held it in 27 quarters since. The position peaked at $518K in Q4 2024. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • TFG Advisers held 2,355 shares of iShares Russell 2000 ETF worth $508K as of Q2 2025.
  • TFG Advisers bought 5 iShares Russell 2000 ETF shares in Q2 2025, an estimated $1.01K.
  • iShares Russell 2000 ETF made up 0.17% of TFG Advisers's portfolio in Q2 2025, its #134 holding.
  • TFG Advisers first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's iShares Russell 2000 ETF position peaked at $518K in Q4 2024.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.