AAF Wealth Management
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AAF Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

AAF Wealth Management’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 		$726K Sell
2,614
-29
-1% -$8.52K 0.26% 28
2026
Q2 		$794K Sell
2,643
-1
-0% -$281 0.29% 26
2026
Q1 		$656K Sell
2,644
-25
-0.9% -$6.45K 0.27% 31
2025
Q4 		$657K Sell
2,669
-116
-4% -$28.5K 0.28% 30
2025
Q3 		$674K Buy
2,785
+3
+0.1% +$688 0.31% 25
2025
Q2 		$600K Sell
2,782
-137
-5% -$27.6K 0.27% 28
2025
Q1 		$582K Sell
2,919
-188
-6% -$40.8K 0.31% 25
2024
Q4 		$687K Sell
3,107
-16
-0.5% -$3.65K 0.35% 25
2024
Q3 		$690K Sell
3,123
-11
-0.4% -$2.35K 0.35% 21
2024
Q2 		$636K Sell
3,134
-9
-0.3% -$1.82K 0.33% 21
2024
Q1 		$661K Sell
3,143
-218
-6% -$43.5K 0.37% 20
2023
Q4 		$675K Sell
3,361
-248
-7% -$44.4K 0.39% 24
2023
Q3 		$638K Sell
3,609
-8
-0.2% -$1.5K 0.41% 21
2023
Q2 		$677K Sell
3,617
-11
-0.3% -$1.96K 0.42% 20
2023
Q1 		$647K Sell
3,628
-360
-9% -$66.3K 0.42% 20
2022
Q4 		$695K Sell
3,988
-101
-2% -$18K 0.49% 17
2022
Q3 		$674K Sell
4,089
-114
-3% -$20.8K 0.54% 16
2022
Q2 		$711K Sell
4,203
-130
-3% -$24K 0.54% 16
2022
Q1 		$890K Sell
4,333
-47
-1% -$9.6K 0.58% 13
2021
Q4 		$975K Sell
4,380
-48
-1% -$10.8K 0.71% 10
2021
Q3 		$969K Sell
4,428
-9
-0.2% -$2K 0.74% 11
2021
Q2 		$1.02M Sell
4,437
-1,279
-22% -$288K 0.79% 11
2021
Q1 		$1.26M Sell
5,716
-308
-5% -$67.2K 1.07% 10
2020
Q4 		$1.18M Buy
+6,024
New +$1.05M 1.07% 11

Other funds holding IWM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AAF Wealth Management's IWM Position: Q3 2026 in Review

AAF Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q3 2026, selling an estimated $8.52K and leaving 2,614 shares worth $726K. The position accounts for 0.26% of the portfolio, ranked #28.

AAF Wealth Management first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.26M in Q1 2021. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • AAF Wealth Management held 2,614 shares of iShares Russell 2000 ETF worth $726K as of Q3 2026.
  • AAF Wealth Management sold 29 iShares Russell 2000 ETF shares in Q3 2026, an estimated $8.52K.
  • iShares Russell 2000 ETF made up 0.26% of AAF Wealth Management's portfolio in Q3 2026, its #28 holding.
  • AAF Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • AAF Wealth Management's iShares Russell 2000 ETF position peaked at $1.26M in Q1 2021.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.