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

TPG 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	$462K	Buy	1,862 +15	+0.8%	+$3.87K	0.15%	52
2025 Q4	$455K	Buy	1,847 +117	+7%	+$28.8K	0.15%	51
2025 Q3	$419K	Hold	1,730	–	–	0.16%	52
2025 Q2	$373K	Buy	+1,730	New	+$348K	0.15%	53
2021 Q4	–	Sell	-949	Closed	-$208K	–	39
2021 Q3	$208K	Buy	949 +1	+0.1%	+$222	0.14%	36
2021 Q2	$217K	Sell	948 -164	-15%	-$36.9K	0.15%	36
2021 Q1	$246K	Buy	+1,112	New	+$243K	0.17%	38

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

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

TPG Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.81% in Q1 2026, buying an estimated $3.87K and bringing the position to 1,862 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #52.

TPG Financial Advisors first reported a position in IWM in Q1 2021 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

TPG Financial Advisors held 1,862 shares of iShares Russell 2000 ETF worth $462K as of Q1 2026.
TPG Financial Advisors bought 15 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.87K.
iShares Russell 2000 ETF made up 0.15% of TPG Financial Advisors's portfolio in Q1 2026, its #52 holding.
TPG Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 7 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.