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

Amplius 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 		$574K Buy
2,066
+333
+19% +$97.8K 0.04% 127
2026
Q2 		$521K Buy
1,733
+300
+21% +$84.3K 0.04% 124
2026
Q1 		$355K Sell
1,433
-358
-20% -$92.3K 0.03% 134
2025
Q4 		$441K Sell
1,791
-132
-7% -$32.5K 0.04% 115
2025
Q3 		$465K Sell
1,923
-352
-15% -$80.8K 0.04% 111
2025
Q2 		$491K Buy
2,275
+200
+10% +$40.2K 0.05% 119
2025
Q1 		$414K Hold
2,075
– – 0.04% 122
2024
Q4 		$458K Buy
2,075
+270
+15% +$61.6K 0.05% 115
2024
Q3 		$399K Buy
1,805
+30
+2% +$6.42K 0.04% 112
2024
Q2 		$360K Hold
1,775
– – 0.04% 116
2024
Q1 		$373K Hold
1,775
– – 0.04% 113
2023
Q4 		$356K Buy
1,775
+146
+9% +$26.2K 0.04% 115
2023
Q3 		$288K Hold
1,629
– – 0.04% 124
2023
Q2 		$305K Sell
1,629
-6
-0.4% -$1.07K 0.04% 123
2023
Q1 		$292K Buy
1,635
+206
+14% +$37.9K 0.04% 126
2022
Q4 		$249K Sell
1,429
-70
-5% -$12.4K 0.04% 133
2022
Q3 		$247K Buy
1,499
+131
+10% +$23.9K 0.04% 130
2022
Q2 		$231K Sell
1,368
-148
-10% -$27.3K 0.04% 143
2022
Q1 		$311K Hold
1,516
– – 0.05% 130
2021
Q4 		$337K Buy
+1,516
New +$343K 0.05% 144

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
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
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

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

Amplius Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q3 2026, buying an estimated $97.8K and bringing the position to 2,066 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #127.

Amplius Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Amplius Wealth Advisors held 2,066 shares of iShares Russell 2000 ETF worth $574K as of Q3 2026.
  • Amplius Wealth Advisors bought 333 iShares Russell 2000 ETF shares in Q3 2026, an estimated $97.8K.
  • iShares Russell 2000 ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #127 holding.
  • Amplius Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.