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Advus Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Advus Financial Partners’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 		$715K Sell
2,572
-21
-0.8% -$6.17K 0.2% 74
2026
Q2 		$779K Sell
2,593
-299
-10% -$84K 0.22% 72
2026
Q1 		$717K Buy
2,892
+418
+17% +$108K 0.27% 46
2025
Q4 		$609K Hold
2,474
– – 0.22% 47
2025
Q3 		$599K Sell
2,474
-11
-0.4% -$2.52K 0.22% 46
2025
Q2 		$536K Hold
2,485
– – 0.21% 47
2025
Q1 		$496K Hold
2,485
– – 0.21% 44
2024
Q4 		$549K Hold
2,485
– – 0.24% 40
2024
Q3 		$549K Buy
2,485
+11
+0.4% +$2.35K 0.23% 42
2024
Q2 		$502K Hold
2,474
– – 0.22% 42
2024
Q1 		$520K Sell
2,474
-79
-3% -$15.8K 0.23% 41
2023
Q4 		$512K Buy
2,553
+79
+3% +$14.2K 0.25% 38
2023
Q3 		$439K Sell
2,474
-1,332
-35% -$250K 0.24% 41
2023
Q2 		$713K Sell
3,806
-165
-4% -$29.4K 0.38% 33
2023
Q1 		$709K Sell
3,971
-398
-9% -$73.3K 0.39% 33
2022
Q4 		$762K Sell
4,369
-42
-1% -$7.47K 0.43% 32
2022
Q3 		$728K Buy
4,411
+6
+0.1% +$1.09K 0.52% 30
2022
Q2 		$746K Sell
4,405
-5
-0.1% -$922 0.51% 27
2022
Q1 		$905K Buy
4,410
+10
+0.2% +$2.04K 0.61% 29
2021
Q4 		$979K Sell
4,400
-17
-0.4% -$3.84K 0.7% 21
2021
Q3 		$983K Buy
+4,417
New +$979K 0.54% 27

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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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

Advus Financial Partners's IWM Position: Q3 2026 in Review

Advus Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.81% in Q3 2026, selling an estimated $6.17K and leaving 2,572 shares worth $715K. The position accounts for 0.2% of the portfolio, ranked #74.

Advus Financial Partners first reported a position in IWM in Q3 2021 and has held it in 21 quarters since. The position peaked at $983K in Q3 2021. 1,080 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Advus Financial Partners held 2,572 shares of iShares Russell 2000 ETF worth $715K as of Q3 2026.
  • Advus Financial Partners sold 21 iShares Russell 2000 ETF shares in Q3 2026, an estimated $6.17K.
  • iShares Russell 2000 ETF made up 0.2% of Advus Financial Partners's portfolio in Q3 2026, its #74 holding.
  • Advus Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 21 quarters since.
  • Advus Financial Partners's iShares Russell 2000 ETF position peaked at $983K in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.