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Thoroughbred Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Thoroughbred Financial Services’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 		$1.05M Buy
3,503
+2
+0.1% +$562 0.05% 303
2026
Q1 		$868K Sell
3,501
-1,051
-23% -$271K 0.05% 309
2025
Q4 		$1.12M Buy
4,552
+324
+8% +$79.7K 0.07% 259
2025
Q3 		$1.02M Buy
4,228
+951
+29% +$218K 0.06% 269
2025
Q2 		$707K Buy
3,277
+48
+1% +$9.66K 0.05% 320
2025
Q1 		$644K Sell
3,229
-104
-3% -$22.6K 0.04% 369
2024
Q4 		$736K Sell
3,333
-131
-4% -$29.9K 0.05% 337
2024
Q3 		$765K Sell
3,464
-6,951
-67% -$1.49M 0.05% 325
2024
Q2 		$2.11M Sell
10,415
-1,270
-11% -$257K 0.14% 141
2024
Q1 		$2.46M Buy
11,685
+1,421
+14% +$283K 0.24% 91
2023
Q4 		$2.06M Buy
10,264
+8,957
+685% +$1.6M 0.17% 130
2023
Q3 		$230K Sell
1,307
-73
-5% -$13.7K 0.02% 510
2023
Q2 		$258K Sell
1,380
-216
-14% -$38.5K 0.03% 354
2023
Q1 		$284K Hold
1,596
– – 0.04% 333
2022
Q4 		$278K Hold
1,596
– – 0.05% 325
2022
Q3 		$263K Sell
1,596
-58
-4% -$10.6K 0.05% 297
2022
Q2 		$280K Hold
1,654
– – 0.05% 287
2022
Q1 		$339K Buy
+1,654
New +$337K 0.06% 279
2021
Q1 		– Sell
-1,616
Closed -$316K – 271
2020
Q4 		$316K Buy
1,616
+35
+2% +$6.13K 0.1% 189
2020
Q3 		$236K Buy
+1,581
New +$238K 0.09% 212

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

Thoroughbred Financial Services's IWM Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, buying an estimated $562 and bringing the position to 3,503 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #303.

Thoroughbred Financial Services first reported a position in IWM in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.46M in Q1 2024. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Thoroughbred Financial Services held 3,503 shares of iShares Russell 2000 ETF worth $1.05M as of Q2 2026.
  • Thoroughbred Financial Services bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q2 2026, its #303 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 20 quarters since.
  • Thoroughbred Financial Services's iShares Russell 2000 ETF position peaked at $2.46M in Q1 2024.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.