ABLE Financial Group
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ABLE Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

ABLE Financial Group’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 		$554K Sell
1,995
-27
-1% -$7.93K 0.09% 136
2026
Q2 		$608K Sell
2,022
-34
-2% -$9.6K 0.1% 126
2026
Q1 		$510K Hold
2,056
– – 0.1% 134
2025
Q4 		$506K Buy
2,056
+7
+0.3% +$1.72K 0.1% 129
2025
Q3 		$496K Sell
2,049
-7
-0.3% -$1.61K 0.11% 124
2025
Q2 		$444K Sell
2,056
-443
-18% -$89.1K 0.11% 127
2025
Q1 		$499K Sell
2,499
-138
-5% -$29.9K 0.14% 102
2024
Q4 		$583K Sell
2,637
-45
-2% -$10.3K 0.17% 91
2024
Q3 		$592K Sell
2,682
-162
-6% -$34.7K 0.18% 86
2024
Q2 		$577K Sell
2,844
-463
-14% -$93.6K 0.21% 82
2024
Q1 		$695K Sell
3,307
-244
-7% -$48.7K 0.27% 67
2023
Q4 		$713K Buy
+3,551
New +$636K 0.31% 61
2023
Q3 		– Sell
-1,749
Closed -$328K – 151
2023
Q2 		$328K Sell
1,749
-735
-30% -$131K 0.17% 99
2023
Q1 		$443K Buy
+2,484
New +$457K 0.29% 74

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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
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

ABLE Financial Group's IWM Position: Q3 2026 in Review

ABLE Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2026, selling an estimated $7.93K and leaving 1,995 shares worth $554K. The position accounts for 0.09% of the portfolio, ranked #136.

ABLE Financial Group first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $713K in Q4 2023. 762 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • ABLE Financial Group held 1,995 shares of iShares Russell 2000 ETF worth $554K as of Q3 2026.
  • ABLE Financial Group sold 27 iShares Russell 2000 ETF shares in Q3 2026, an estimated $7.93K.
  • iShares Russell 2000 ETF made up 0.09% of ABLE Financial Group's portfolio in Q3 2026, its #136 holding.
  • ABLE Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's iShares Russell 2000 ETF position peaked at $713K in Q4 2023.
  • 762 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.