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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
Q3 		$973K Buy
3,504
+1
+0% +$294 0.05% 307
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% +$9.7K 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% +$6.12K 0.1% 189
2020
Q3 		$236K Buy
+1,581
New +$238K 0.09% 212

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Thoroughbred Financial Services's IWM Position: Q3 2026 in Review

Thoroughbred Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q3 2026, buying an estimated $294 and bringing the position to 3,504 shares worth $973K. The position accounts for 0.05% of the portfolio, ranked #307.

Thoroughbred Financial Services first reported a position in IWM in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.46M in Q1 2024. 2,107 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Thoroughbred Financial Services held 3,504 shares of iShares Russell 2000 ETF worth $973K as of Q3 2026.
  • Thoroughbred Financial Services bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
  • iShares Russell 2000 ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q3 2026, its #307 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 21 quarters since.
  • Thoroughbred Financial Services's iShares Russell 2000 ETF position peaked at $2.46M in Q1 2024.
  • 2,107 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.