iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership102 shares
Latest Disclosed Value $ 25,296
IFG Advisory, LLC reports 99.72% decrease in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 102 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $25,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 36,149 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of -99.72% during the quarter. The current value of the position is $29,342 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 102 -36,047 -99.72 25 -99.72 0.0725
2026-02-10 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 36,149 1,743 5.07 8,899 6.90 0.3877
2025-11-12 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 34,406 2,211 6.87 8,325 19.82 0.3784
2025-08-04 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 32,195 479 1.51 6,947 9.82 0.3487
2025-05-08 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 31,716 -2,453 -7.18 6,327 -16.20 0.3506
2025-02-14 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 34,169 5,833 20.59 7,550 20.61 0.4279
2024-10-30 2024-09-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 28,336 2,688 10.48 6,259 20.30 0.3987
2024-07-30 2024-06-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 25,648 3,107 13.78 5,204 9.77 0.3338
2024-05-06 2024-03-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 22,541 4,823 27.22 4,741 33.30 0.3535
2024-01-17 2023-12-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,718 1,988 12.64 3,556 27.91 0.2603
2023-11-13 2023-09-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 15,730 147 0.94 2,780 -4.73 0.2339
2023-07-21 2023-06-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 15,583 -1,648 -9.56 2,918 -5.07 0.2588
2023-04-26 2023-03-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,231 -422 -2.39 3,074 102,366.67 0.2874
2023-01-31 2022-12-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,653 -11,161 -38.73 3 -99.94 0.3065
2022-10-28 2022-09-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 28,814 6,177 27.29 4,752 23.98 0.4321
2022-08-04 2022-06-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 22,637 -442 -1.92 3,833 -19.08 0.4071
2022-05-04 2022-03-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 23,079 5,431 30.77 4,737 20.69 0.4780
2022-02-14 2021-12-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,648 237 1.36 3,925 3.07 0.3825
2021-10-12 2021-09-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,411 591 3.51 3,808 -1.30 0.4103
2021-07-21 2021-06-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 16,820 -329 -1.92 3,858 1.85 0.4291
2021-04-19 2021-03-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,149 -270 -1.55 3,788 10.92 0.4719
2021-02-08 2020-12-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,419 397 2.33 3,415 33.97 0.4727
2020-11-02 2020-09-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,022 -1,024 -5.67 2,549 -1.32 0.4126
2020-08-10 2020-06-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 18,046 1,880 11.63 2,583 39.62 0.4656
2020-05-11 2020-03-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 16,166 137 0.85 1,850 -30.32 0.4130
2020-02-07 2019-12-31 13F ISHARES RUSSELL MF Closed and MF Open 464287655 16,029 -1,717 -9.68 2,655 -1.12 0.4847
2019-11-06 2019-09-30 13F ISHARES RUSSELL MF Closed and MF Open 464287655 17,746 17,746 2,685 0.5208
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.