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

Accel 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 		$863K Hold
3,104
– – 0.19% 112
2026
Q2 		$933K Sell
3,104
-140
-4% -$39.3K 0.21% 106
2026
Q1 		$805K Sell
3,244
-60
-2% -$15.5K 0.21% 109
2025
Q4 		$813K Sell
3,304
-54
-2% -$13.3K 0.22% 107
2025
Q3 		$813K Sell
3,358
-183
-5% -$42K 0.24% 98
2025
Q2 		$764K Sell
3,541
-4
-0.1% -$805 0.26% 92
2025
Q1 		$707K Buy
3,545
+92
+3% +$20K 0.26% 91
2024
Q4 		$763K Sell
3,453
-42
-1% -$9.6K 0.29% 85
2024
Q3 		$772K Buy
3,495
+69
+2% +$14.8K 0.29% 86
2024
Q2 		$695K Buy
3,426
+164
+5% +$33.1K 0.28% 90
2024
Q1 		$686K Buy
3,262
+247
+8% +$49.3K 0.29% 84
2023
Q4 		$605K Buy
+3,015
New +$540K 0.3% 83
2023
Q2 		– Sell
-128
Closed -$22.8K – 528
2023
Q1 		$22.8K Hold
128
– – 0.01% 667
2022
Q4 		$22.3K Hold
128
– – 0.01% 522
2022
Q3 		$23K Hold
128
– – 0.01% 520
2022
Q2 		$22K Sell
128
-40
-24% -$7.37K 0.01% 522
2022
Q1 		$35K Hold
168
– – 0.02% 440
2021
Q4 		$37K Hold
168
– – 0.02% 440
2021
Q3 		$37K Hold
168
– – 0.02% 379
2021
Q2 		$39K Hold
168
– – 0.03% 390
2021
Q1 		$37K Sell
168
-28
-14% -$6.11K 0.03% 374
2020
Q4 		$38K Buy
+196
New +$34.3K 0.04% 350

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

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

Accel Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,104 shares worth $863K. The position accounts for 0.19% of the portfolio, ranked #112.

Accel Wealth Management first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $933K in Q2 2026. 1,803 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Accel Wealth Management held 3,104 shares of iShares Russell 2000 ETF worth $863K as of Q3 2026.
  • Accel Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.19% of Accel Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Accel Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's iShares Russell 2000 ETF position peaked at $933K in Q2 2026.
  • 1,803 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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