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Valley Forge Investment Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Valley Forge Investment Consultants’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 		$348K Hold
1,405
– – 0.1% 58
2025
Q4 		$346K Hold
1,405
– – 0.1% 57
2025
Q3 		$340K Sell
1,405
-501
-26% -$115K 0.1% 61
2025
Q2 		$411K Buy
1,906
+501
+36% +$101K 0.13% 54
2025
Q1 		$280K Hold
1,405
– – 0.1% 64
2024
Q4 		$310K Sell
1,405
-8
-0.6% -$1.82K 0.11% 63
2024
Q3 		$312K Sell
1,413
-3
-0.2% -$642 0.11% 62
2024
Q2 		$287K Sell
1,416
-5
-0.4% -$1.01K 0.11% 61
2024
Q1 		$299K Sell
1,421
-6
-0.4% -$1.2K 0.12% 60
2023
Q4 		$286K Hold
1,427
– – 0.13% 54
2023
Q3 		$252K Buy
1,427
+284
+25% +$53.3K 0.11% 59
2023
Q2 		$214K Hold
1,143
– – 0.11% 57
2023
Q1 		$204K Sell
1,143
-1,400
-55% -$258K 0.11% 60
2022
Q4 		$443K Hold
2,543
– – 0.23% 40
2022
Q3 		$419K Hold
2,543
– – 0.23% 44
2022
Q2 		$431K Sell
2,543
-59
-2% -$10.9K 0.21% 45
2022
Q1 		$534K Hold
2,602
– – 0.22% 45
2021
Q4 		$579K Buy
2,602
+27
+1% +$6.1K 0.26% 43
2021
Q3 		$563K Buy
2,575
+1,175
+84% +$260K 0.3% 41
2021
Q2 		$321K Hold
1,400
– – 0.17% 54
2021
Q1 		$309K Hold
1,400
– – 0.21% 51
2020
Q4 		$274K Buy
+1,400
New +$245K 0.24% 51

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Valley Forge Investment Consultants's IWM Position: Q1 2026 in Review

Valley Forge Investment Consultants held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,405 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #58.

Valley Forge Investment Consultants first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $579K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Valley Forge Investment Consultants held 1,405 shares of iShares Russell 2000 ETF worth $348K as of Q1 2026.
  • Valley Forge Investment Consultants left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.1% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #58 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's iShares Russell 2000 ETF position peaked at $579K in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.