UMB Private Wealth Management, LLC’s iShares Russell 2000 ETF IWM Stock Holding History

UMB Private Wealth Management, LLC’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 Q3	$1.24M	Buy	+4,464	New	+$1.31M	1.2%	16

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Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

UMB Private Wealth Management, LLC's IWM Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 4,464 shares worth $1.24M. The stake represents 1.2% of the portfolio and ranks #16 among its holdings.

713 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

UMB Private Wealth Management, LLC held 4,464 shares of iShares Russell 2000 ETF worth $1.24M as of Q3 2026.
iShares Russell 2000 ETF was a new UMB Private Wealth Management, LLC position in Q3 2026.
iShares Russell 2000 ETF made up 1.2% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #16 holding.
713 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.