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Allied Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Allied 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 		$250K Sell
901
-7
-0.8% -$2.06K 0.02% 95
2026
Q2 		$273K Sell
908
-40
-4% -$11.2K 0.03% 93
2026
Q1 		$235K Hold
948
– – 0.03% 90
2025
Q4 		$233K Buy
+948
New +$233K 0.04% 90

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
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
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Valeo Financial Advisors
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

Allied Investment Advisors's IWM Position: Q3 2026 in Review

Allied Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.77% in Q3 2026, selling an estimated $2.06K and leaving 901 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #95.

Allied Investment Advisors first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $273K in Q2 2026. 354 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Allied Investment Advisors held 901 shares of iShares Russell 2000 ETF worth $250K as of Q3 2026.
  • Allied Investment Advisors sold 7 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.06K.
  • iShares Russell 2000 ETF made up 0.02% of Allied Investment Advisors's portfolio in Q3 2026, its #95 holding.
  • Allied Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Allied Investment Advisors's iShares Russell 2000 ETF position peaked at $273K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.