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Allen Mooney & Barnes Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$442K Buy
1,590
+22
+1% +$6.46K 0.07% 103
2026
Q2 		$471K Buy
1,568
+1
+0.1% +$281 0.07% 105
2026
Q1 		$389K Buy
1,567
+94
+6% +$24.2K 0.06% 114
2025
Q4 		$363K Buy
1,473
+1
+0.1% +$246 0.05% 118
2025
Q3 		$356K Buy
1,472
+2
+0.1% +$459 0.06% 115
2025
Q2 		$317K Buy
1,470
+2
+0.1% +$402 0.05% 127
2025
Q1 		$293K Buy
1,468
+1
+0.1% +$217 0.05% 130
2024
Q4 		$324K Buy
1,467
+2
+0.1% +$456 0.05% 121
2024
Q3 		$324K Sell
1,465
-9
-0.6% -$1.93K 0.06% 124
2024
Q2 		$299K Buy
1,474
+1
+0.1% +$202 0.05% 129
2024
Q1 		$298K Buy
1,473
+1
+0.1% +$199 0.06% 135
2023
Q4 		$295K Buy
1,472
+5
+0.3% +$896 0.06% 133
2023
Q3 		$259K Buy
1,467
+1
+0.1% +$188 0.06% 130
2023
Q2 		$275K Buy
1,466
+1
+0.1% +$178 0.06% 124
2023
Q1 		$261K Sell
1,465
-47
-3% -$8.65K 0.06% 119
2022
Q4 		$264K Buy
1,512
+3
+0.2% +$534 0.06% 117
2022
Q3 		$249K Buy
1,509
+3
+0.2% +$547 0.07% 117
2022
Q2 		$255K Buy
1,506
+1
+0.1% +$184 0.07% 121
2022
Q1 		$309K Buy
+1,505
New +$307K 0.07% 122

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IWM Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q3 2026, buying an estimated $6.46K and bringing the position to 1,590 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #103.

Allen Mooney & Barnes Investment Advisors first reported a position in IWM in Q1 2022 and has held it in 19 quarters since. The position peaked at $471K in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,590 shares of iShares Russell 2000 ETF worth $442K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 22 iShares Russell 2000 ETF shares in Q3 2026, an estimated $6.46K.
  • iShares Russell 2000 ETF made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #103 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's iShares Russell 2000 ETF position peaked at $471K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.