Tobias Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Tobias Financial Advisors’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	$249K	Buy	1,003 +42	+4%	+$10.8K	0.03%	126
2025 Q4	$237K	Buy	961 +7	+0.7%	+$1.72K	0.03%	130
2025 Q3	$231K	Buy	+954	New	+$219K	0.04%	119
2020 Q1	–	Sell	-184	Closed	-$30K	–	164
2019 Q4	$30K	Buy	+184	New	+$29.1K	0.02%	116

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tobias Financial Advisors's IWM Position: Q1 2026 in Review

Tobias Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,003 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #126.

Tobias Financial Advisors first reported a position in IWM in Q4 2019 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Tobias Financial Advisors held 1,003 shares of iShares Russell 2000 ETF worth $249K as of Q1 2026.
Tobias Financial Advisors bought 42 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.8K.
iShares Russell 2000 ETF made up 0.03% of Tobias Financial Advisors's portfolio in Q1 2026, its #126 holding.
Tobias Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 4 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.