Acima Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Acima Private Wealth’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	$830K	Hold	2,988	–	–	0.24%	56
2026 Q2	$898K	Sell	2,988 -93	-3%	-$26.1K	0.26%	52
2026 Q1	$764K	Hold	3,081	–	–	0.24%	61
2025 Q4	$758K	Hold	3,081	–	–	0.24%	60
2025 Q3	$745K	Hold	3,081	–	–	0.23%	59
2025 Q2	$665K	Hold	3,081	–	–	0.23%	63
2025 Q1	$615K	Hold	3,081	–	–	0.22%	63
2024 Q4	$681K	Hold	3,081	–	–	0.23%	66
2024 Q3	$681K	Hold	3,081	–	–	0.23%	63
2024 Q2	$625K	Hold	3,081	–	–	0.23%	64
2024 Q1	$648K	Sell	3,081 -3,985	-56%	-$795K	0.24%	69
2023 Q4	$1.42M	Hold	7,066	–	–	0.55%	40
2023 Q3	$1.25M	Buy	7,066 +3,665	+108%	+$688K	0.56%	43
2023 Q2	$637K	Sell	3,401 -220	-6%	-$39.2K	0.3%	66
2023 Q1	$646K	Hold	3,621	–	–	0.32%	65
2022 Q4	$631K	Hold	3,621	–	–	0.32%	66
2022 Q3	$597K	Hold	3,621	–	–	0.31%	63
2022 Q2	$613K	Sell	3,621 -1,108	-23%	-$204K	0.31%	65
2022 Q1	$971K	Buy	4,729 +1,103	+30%	+$225K	0.45%	56
2021 Q4	$807K	Hold	3,626	–	–	0.35%	67
2021 Q3	$793K	Sell	3,626 -361	-9%	-$80K	0.36%	64
2021 Q2	$914K	Hold	3,987	–	–	0.42%	62
2021 Q1	$881K	Hold	3,987	–	–	0.43%	61
2020 Q4	$782K	Hold	3,987	–	–	0.41%	66
2020 Q3	$597K	Hold	3,987	–	–	0.36%	70
2020 Q2	$571K	Sell	3,987 -159	-4%	-$20.9K	0.37%	70
2020 Q1	$475K	Hold	4,146	–	–	0.37%	68
2019 Q4	$687K	Sell	4,146 -100	-2%	-$15.8K	0.47%	50
2019 Q3	$642K	Hold	4,246	–	–	0.49%	50
2019 Q2	$660K	Hold	4,246	–	–	0.52%	47
2019 Q1	$650K	Sell	4,246 -3,287	-44%	-$494K	0.56%	45
2018 Q4	$1.01M	Buy	+7,533	New	+$1.12M	0.99%	19

Other funds holding IWM

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

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

FFBTD

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

EWM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Acima Private Wealth's IWM Position: Q3 2026 in Review

Acima Private Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,988 shares worth $830K. The position accounts for 0.24% of the portfolio, ranked #56.

Acima Private Wealth first reported a position in IWM in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.42M in Q4 2023. 339 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Acima Private Wealth held 2,988 shares of iShares Russell 2000 ETF worth $830K as of Q3 2026.
Acima Private Wealth left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.24% of Acima Private Wealth's portfolio in Q3 2026, its #56 holding.
Acima Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's iShares Russell 2000 ETF position peaked at $1.42M in Q4 2023.
339 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.