Aprio Wealth Management
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Aprio Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Aprio Wealth Management’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 		$1.66M Buy
5,957
+543
+10% +$159K 0.08% 168
2026
Q2 		$1.63M Hold
5,414
– – 0.08% 166
2026
Q1 		$1.34M Buy
5,414
+19
+0.4% +$4.9K 0.07% 155
2025
Q4 		$1.37M Buy
5,395
+310
+6% +$76.2K 0.08% 155
2025
Q3 		$1.23M Sell
5,085
-62
-1% -$14.2K 0.12% 111
2025
Q2 		$1.11M Sell
5,147
-532
-9% -$107K 0.13% 101
2025
Q1 		$1.13M Buy
5,679
+65
+1% +$14.1K 0.14% 99
2024
Q4 		$1.24M Buy
5,614
+166
+3% +$37.8K 0.18% 74
2024
Q3 		$1.2M Sell
5,448
-223
-4% -$47.7K 0.19% 70
2024
Q2 		$1.15M Sell
5,671
-632
-10% -$128K 0.21% 62
2024
Q1 		$1.33M Buy
6,303
+318
+5% +$63.4K 0.26% 47
2023
Q4 		$1.2M Sell
5,985
-10,723
-64% -$1.92M 0.27% 45
2023
Q3 		$2.95M Buy
16,708
+11,063
+196% +$2.08M 0.81% 25
2023
Q2 		$1.06M Sell
5,645
-1,105
-16% -$197K 0.29% 43
2023
Q1 		$1.2M Buy
6,750
+829
+14% +$153K 0.37% 33
2022
Q4 		$1.03M Sell
5,921
-15,665
-73% -$2.79M 0.36% 33
2022
Q3 		$3.56M Buy
21,586
+19,986
+1,249% +$3.65M 1.43% 19
2022
Q2 		$271K Sell
1,600
-134
-8% -$24.7K 0.11% 80
2022
Q1 		$356K Sell
1,734
-2,516
-59% -$513K 0.14% 61
2021
Q4 		$945K Sell
4,250
-8,702
-67% -$1.97M 0.4% 36
2021
Q3 		$2.83M Sell
12,952
-489
-4% -$108K 1.29% 19
2021
Q2 		$3.08M Buy
+13,441
New +$3.02M 1.46% 14
2020
Q4 		$2.93M Buy
14,962
+6,350
+74% +$1.11M 1.94% 11
2020
Q3 		$1.29M Buy
+8,612
New +$1.3M 0.92% 21
2020
Q1 		– Sell
-41,159
Closed -$6.82M – 69
2019
Q4 		$6.82M Buy
+41,159
New +$6.5M 5.03% 5

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Aprio Wealth Management's IWM Position: Q3 2026 in Review

Aprio Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q3 2026, buying an estimated $159K and bringing the position to 5,957 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #168.

Aprio Wealth Management first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.82M in Q4 2019. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Aprio Wealth Management held 5,957 shares of iShares Russell 2000 ETF worth $1.66M as of Q3 2026.
  • Aprio Wealth Management bought 543 iShares Russell 2000 ETF shares in Q3 2026, an estimated $159K.
  • iShares Russell 2000 ETF made up 0.08% of Aprio Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Aprio Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's iShares Russell 2000 ETF position peaked at $6.82M in Q4 2019.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.