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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Thoroughbred Financial Services's IWM Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 23% in Q1 2026, selling an estimated $271K and leaving 3,501 shares worth $868K. The position accounts for 0.05% of the portfolio, ranked #309.

Thoroughbred Financial Services first reported a position in IWM in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.46M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Thoroughbred Financial Services held 3,501 shares of iShares Russell 2000 ETF worth $868K as of Q1 2026.
  • Thoroughbred Financial Services sold 1,051 iShares Russell 2000 ETF shares in Q1 2026, an estimated $271K.
  • iShares Russell 2000 ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q1 2026, its #309 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 19 quarters since.
  • Thoroughbred Financial Services's iShares Russell 2000 ETF position peaked at $2.46M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.