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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
Q2 		$301K Hold
1,003
– – 0.04% 116
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
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

Tobias Financial Advisors's IWM Position: Q2 2026 in Review

Tobias Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,003 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #116.

Tobias Financial Advisors first reported a position in IWM in Q4 2019 and has held it in 5 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Tobias Financial Advisors held 1,003 shares of iShares Russell 2000 ETF worth $301K as of Q2 2026.
  • Tobias Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Tobias Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 5 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.