Addis & Hill’s iShares Russell 2000 ETF IWM Stock Holding History

Addis & Hill’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	$5.77M	Hold	19,216	–	–	3.18%	10
2026 Q2	$5.77M	Sell	19,216 -218	-1%	-$61.3K	3.18%	10
2026 Q1	$4.82M	Buy	19,434 +348	+2%	+$89.8K	2.93%	10
2025 Q4	$4.7M	Buy	19,086 +763	+4%	+$188K	2.85%	10
2025 Q3	$4.44M	Buy	18,323 +848	+5%	+$195K	2.71%	10
2025 Q2	$3.77M	Buy	17,475 +515	+3%	+$104K	2.46%	10
2025 Q1	$3.38M	Buy	+16,960	New	+$3.68M	2.36%	10
2024 Q4	–	Sell	-13,485	Closed	-$2.98M	–	26
2024 Q3	$2.98M	Sell	13,485 -86	-0.6%	-$18.4K	2.28%	11
2024 Q2	$2.74M	Buy	13,571 +622	+5%	+$126K	2.28%	11
2024 Q1	$2.66M	Buy	12,949 +757	+6%	+$151K	2.27%	10
2023 Q4	$2.45M	Buy	+12,192	New	+$2.18M	2.18%	10

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

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

Addis & Hill's IWM Position: Q3 2026 in Review

Addis & Hill held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 19,216 shares worth $5.77M. The position accounts for 3.18% of the portfolio, ranked #10.

Addis & Hill first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 589 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Addis & Hill held 19,216 shares of iShares Russell 2000 ETF worth $5.77M as of Q3 2026.
Addis & Hill left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 3.18% of Addis & Hill's portfolio in Q3 2026, its #10 holding.
Addis & Hill first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
589 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Addis & Hill's 13F filing for Q3 2026, filed 19 Oct 2026.