AmeriServ Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

AmeriServ Wealth 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	$1.33M	Sell	4,804 -574	-11%	-$169K	1.06%	10
2026 Q2	$1.62M	Sell	5,378 -1,010	-16%	-$284K	1.08%	12
2026 Q1	$1.58M	Sell	6,388 -589	-8%	-$152K	1.01%	11
2025 Q4	$1.72M	Sell	6,977 -477	-6%	-$117K	1%	11
2025 Q3	$1.8M	Sell	7,454 -22,967	-75%	-$5.27M	0.91%	13
2025 Q2	$6.56M	Buy	+30,421	New	+$6.12M	3.24%	8
2025 Q1	–	Sell	-4,598	Closed	-$1.02M	–	67
2024 Q4	$1.02M	Buy	+4,598	New	+$1.05M	0.55%	24
2014 Q1	–	Sell	-4,290	Closed	-$495K	–	154
2013 Q4	$495K	Hold	4,290	–	–	0.3%	100
2013 Q3	$457K	Hold	4,290	–	–	0.29%	105
2013 Q2	$416K	Buy	+4,290	New	+$410K	0.27%	108

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AmeriServ Wealth Advisors's IWM Position: Q3 2026 in Review

AmeriServ Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q3 2026, selling an estimated $169K and leaving 4,804 shares worth $1.33M. The position accounts for 1.06% of the portfolio, ranked #10.

AmeriServ Wealth Advisors first reported a position in IWM in Q2 2013 and has held it in 10 quarters since. The position peaked at $6.56M in Q2 2025. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

AmeriServ Wealth Advisors held 4,804 shares of iShares Russell 2000 ETF worth $1.33M as of Q3 2026.
AmeriServ Wealth Advisors sold 574 iShares Russell 2000 ETF shares in Q3 2026, an estimated $169K.
iShares Russell 2000 ETF made up 1.06% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #10 holding.
AmeriServ Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 10 quarters since.
AmeriServ Wealth Advisors's iShares Russell 2000 ETF position peaked at $6.56M in Q2 2025.
1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.