Activest Wealth Management
IWM icon

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

Activest 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 		$291K Sell
1,048
-93
-8% -$27.3K 0.05% 96
2026
Q2 		$343K Sell
1,141
-71
-6% -$20K 0.07% 85
2026
Q1 		$301K Sell
1,212
-861
-42% -$222K 0.05% 115
2025
Q4 		$510K Sell
2,073
-3,391
-62% -$834K 0.1% 91
2025
Q3 		$1.32M Sell
5,464
-425
-7% -$97.5K 0.27% 42
2025
Q2 		$1.27M Buy
5,889
+971
+20% +$195K 0.31% 38
2025
Q1 		$981K Buy
4,918
+985
+25% +$214K 0.26% 47
2024
Q4 		$869K Sell
3,933
-1,382
-26% -$315K 0.24% 47
2024
Q3 		$1.17M Sell
5,315
-793
-13% -$170K 0.36% 35
2024
Q2 		$1.24M Sell
6,108
-168
-3% -$34K 0.41% 32
2024
Q1 		$1.32M Sell
6,276
-387
-6% -$77.2K 0.64% 21
2023
Q4 		$1.34M Buy
6,663
+252
+4% +$45.1K 0.74% 19
2023
Q3 		$1.13M Buy
+6,411
New +$1.2M 0.7% 19
2023
Q2 		– Sell
-6,380
Closed -$1.12M – 355
2023
Q1 		$1.12M Buy
+6,380
New +$1.17M 0.72% 18
2022
Q3 		– Sell
-10,479
Closed -$1.78M – 534
2022
Q2 		$1.78M Buy
10,479
+1,821
+21% +$336K 1.25% 9
2022
Q1 		$1.78M Buy
8,658
+2,814
+48% +$574K 1.14% 9
2021
Q4 		$1.3M Buy
5,844
+832
+17% +$188K 0.8% 17
2021
Q3 		$1.1M Sell
5,012
-785
-14% -$174K 0.73% 17
2021
Q2 		$1.33M Buy
5,797
+3,216
+125% +$723K 1% 12
2021
Q1 		$570K Buy
+2,581
New +$564K 0.47% 24

Other funds holding IWM

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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

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

Activest Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 8.2% in Q3 2026, selling an estimated $27.3K and leaving 1,048 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #96.

Activest Wealth Management first reported a position in IWM in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q1 2022. 963 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Activest Wealth Management held 1,048 shares of iShares Russell 2000 ETF worth $291K as of Q3 2026.
  • Activest Wealth Management sold 93 iShares Russell 2000 ETF shares in Q3 2026, an estimated $27.3K.
  • iShares Russell 2000 ETF made up 0.05% of Activest Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Activest Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's iShares Russell 2000 ETF position peaked at $1.78M in Q1 2022.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.