Tilson Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Tilson Financial Group’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	$864K	Buy	2,875 +7	+0.2%	+$1.97K	0.24%	42
2026 Q1	$711K	Sell	2,868 -245	-8%	-$63.2K	0.21%	45
2025 Q4	$766K	Buy	3,113 +9	+0.3%	+$2.21K	0.24%	43
2025 Q3	$751K	Buy	3,104 +7	+0.2%	+$1.61K	0.25%	42
2025 Q2	$668K	Buy	3,097 +8	+0.3%	+$1.61K	0.25%	43
2025 Q1	$616K	Hold	3,089	–	–	0.24%	44
2024 Q4	$683K	Hold	3,089	–	–	0.28%	41
2024 Q3	$682K	Buy	+3,089	New	+$661K	0.3%	41
2024 Q2	–	Sell	-3,089	Closed	-$650K	–	51
2024 Q1	$650K	Hold	3,089	–	–	0.35%	39
2023 Q4	$620K	Hold	3,089	–	–	0.4%	36
2023 Q3	$546K	Buy	+3,089	New	+$580K	0.43%	41
2023 Q2	–	Sell	-3,872	Closed	-$691K	–	42
2023 Q1	$691K	Hold	3,872	–	–	0.56%	34
2022 Q4	$675K	Buy	+3,872	New	+$689K	0.57%	33

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tilson Financial Group's IWM Position: Q2 2026 in Review

Tilson Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,875 shares worth $864K. The position accounts for 0.24% of the portfolio, ranked #42.

Tilson Financial Group first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tilson Financial Group held 2,875 shares of iShares Russell 2000 ETF worth $864K as of Q2 2026.
Tilson Financial Group bought 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
iShares Russell 2000 ETF made up 0.24% of Tilson Financial Group's portfolio in Q2 2026, its #42 holding.
Tilson Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.