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TS Financial Group (TSFG)’s iShares Russell 2000 ETF IWM Stock Holding History

TS Financial Group (TSFG)’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 		$1.6M Sell
5,329
-928
-15% -$261K 0.2% 62
2026
Q1 		$1.55M Sell
6,257
-110
-2% -$28.4K 0.24% 62
2025
Q4 		$1.57M Sell
6,367
-1,184
-16% -$291K 0.23% 61
2025
Q3 		$1.83M Sell
7,551
-240
-3% -$55.1K 0.29% 58
2025
Q2 		$1.68M Sell
7,791
-107
-1% -$21.5K 0.3% 59
2025
Q1 		$1.57M Buy
7,898
+317
+4% +$68.8K 0.32% 53
2024
Q4 		$1.68M Sell
7,581
-151
-2% -$34.4K 0.34% 53
2024
Q3 		$1.71M Buy
7,732
+456
+6% +$97.6K 0.37% 49
2024
Q2 		$1.48M Sell
7,276
-721
-9% -$146K 0.35% 51
2024
Q1 		$1.68M Sell
7,997
-129
-2% -$25.7K 0.42% 44
2023
Q4 		$1.63M Sell
8,126
-1,698
-17% -$304K 0.51% 39
2023
Q3 		$1.74M Buy
9,824
+192
+2% +$36K 0.62% 36
2023
Q2 		$1.8M Buy
9,632
+64
+0.7% +$11.4K 0.67% 32
2023
Q1 		$1.71M Buy
9,568
+1,185
+14% +$218K 0.63% 33
2022
Q4 		$1.46M Buy
8,383
+3,552
+74% +$632K 0.58% 38
2022
Q3 		$797K Sell
4,831
-24
-0.5% -$4.38K 0.37% 45
2022
Q2 		$822K Sell
4,855
-39
-0.8% -$7.19K 0.35% 47
2022
Q1 		$1M Sell
4,894
-233
-5% -$47.5K 0.36% 45
2021
Q4 		$1.14M Sell
5,127
-2
-0% -$452 0.4% 37
2021
Q3 		$1.12M Sell
5,129
-38
-0.7% -$8.42K 0.44% 36
2021
Q2 		$1.19M Buy
5,167
+46
+0.9% +$10.3K 0.48% 36
2021
Q1 		$1.13M Sell
5,121
-1,837
-26% -$401K 0.58% 28
2020
Q4 		$1.36M Buy
6,958
+2,131
+44% +$373K 0.73% 26
2020
Q3 		$723K Sell
4,827
-1,402
-23% -$211K 0.43% 33
2020
Q2 		$892K Buy
6,229
+1,901
+44% +$249K 0.59% 25
2020
Q1 		$495K Sell
4,328
-2,564
-37% -$382K 0.44% 39
2019
Q4 		$1.14M Buy
6,892
+410
+6% +$64.8K 0.85% 24
2019
Q3 		$981K Buy
6,482
+296
+5% +$45.2K 0.75% 26
2019
Q2 		$962K Sell
6,186
-1,220
-16% -$188K 0.77% 26
2019
Q1 		$1.13M Buy
+7,406
New +$1.11M 0.96% 22

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

TS Financial Group (TSFG)'s IWM Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, selling an estimated $261K and leaving 5,329 shares worth $1.6M. The position accounts for 0.2% of the portfolio, ranked #62.

TS Financial Group (TSFG) first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.83M in Q3 2025. 1,123 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • TS Financial Group (TSFG) held 5,329 shares of iShares Russell 2000 ETF worth $1.6M as of Q2 2026.
  • TS Financial Group (TSFG) sold 928 iShares Russell 2000 ETF shares in Q2 2026, an estimated $261K.
  • iShares Russell 2000 ETF made up 0.2% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #62 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares Russell 2000 ETF position peaked at $1.83M in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.