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

Accurate 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	$938K	Sell	3,389 -14,910	-81%	-$4.38M	0.08%	239
2026 Q2	$5.42M	Buy	18,299 +16,900	+1,208%	+$4.75M	0.52%	37
2026 Q1	$366K	Buy	1,399 +398	+40%	+$103K	0.04%	383
2025 Q4	$260K	Sell	1,001 -24,058	-96%	-$5.91M	0.03%	431
2025 Q3	$6.21M	Buy	+25,059	New	+$5.75M	0.83%	18
2023 Q1	–	Sell	-435	Closed	-$78.6K	–	829
2022 Q4	$78.6K	Buy	+435	New	+$77.4K	0.03%	356
2021 Q3	–	Sell	-25,006	Closed	-$5.74M	–	145
2021 Q2	$5.74M	Buy	+25,006	New	+$5.62M	5.04%	4

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

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

Accurate Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 81% in Q3 2026, selling an estimated $4.38M and leaving 3,389 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #239.

Accurate Wealth Management first reported a position in IWM in Q2 2021 and has held it in 7 quarters since. The position peaked at $6.21M in Q3 2025. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Accurate Wealth Management held 3,389 shares of iShares Russell 2000 ETF worth $938K as of Q3 2026.
Accurate Wealth Management sold 14,910 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.38M.
iShares Russell 2000 ETF made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #239 holding.
Accurate Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 7 quarters since.
Accurate Wealth Management's iShares Russell 2000 ETF position peaked at $6.21M in Q3 2025.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.