Ables Iannone Moore & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Ables Iannone Moore & Associates’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	$250K	Sell	901 -87	-9%	-$25.6K	0.13%	58
2026 Q2	$297K	Sell	988 -147	-13%	-$41.3K	0.16%	54
2026 Q1	$281K	Buy	1,135 +113	+11%	+$29.1K	0.17%	53
2025 Q4	$252K	Buy	1,022 +118	+13%	+$29K	0.14%	57
2025 Q3	$219K	Buy	+904	New	+$207K	0.13%	56
2024 Q2	–	Sell	-44	Closed	-$9.25K	–	62
2024 Q1	$9.25K	Sell	44 -100	-69%	-$19.9K	0.01%	67
2023 Q4	$28.9K	Buy	+144	New	+$25.8K	0.02%	123

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Ables Iannone Moore & Associates's IWM Position: Q3 2026 in Review

Ables Iannone Moore & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 8.8% in Q3 2026, selling an estimated $25.6K and leaving 901 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #58.

Ables Iannone Moore & Associates first reported a position in IWM in Q4 2023 and has held it in 7 quarters since. The position peaked at $297K in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Ables Iannone Moore & Associates held 901 shares of iShares Russell 2000 ETF worth $250K as of Q3 2026.
Ables Iannone Moore & Associates sold 87 iShares Russell 2000 ETF shares in Q3 2026, an estimated $25.6K.
iShares Russell 2000 ETF made up 0.13% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #58 holding.
Ables Iannone Moore & Associates first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 7 quarters since.
Ables Iannone Moore & Associates's iShares Russell 2000 ETF position peaked at $297K in Q2 2026.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.