Ashton Thomas Securities
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Ashton Thomas Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Ashton Thomas Securities’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 		$2.76M Buy
+9,939
New +$2.92M 0.29% 73
2026
Q2 		– Sell
-10,785
Closed -$2.67M – 455
2026
Q1 		$2.67M Buy
+10,785
New +$2.78M 0.34% 78
2025
Q4 		– Sell
-7,057
Closed -$1.71M – 374
2025
Q3 		$1.71M Buy
+7,057
New +$1.62M 0.24% 106
2024
Q4 		– Sell
-1,512
Closed -$334K – 752
2024
Q3 		$334K Sell
1,512
-5
-0.3% -$1.07K 0.06% 215
2024
Q2 		$306K Buy
+1,517
New +$307K 0.07% 188

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Ashton Thomas Securities's IWM Position: Q3 2026 in Review

Ashton Thomas Securities opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 9,939 shares worth $2.76M. The stake represents 0.29% of the portfolio and ranks #73 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in IWM as recently as Q1 2026.

Ashton Thomas Securities first reported a position in IWM in Q2 2024 and has held it in 5 quarters since. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Ashton Thomas Securities held 9,939 shares of iShares Russell 2000 ETF worth $2.76M as of Q3 2026.
  • iShares Russell 2000 ETF was a new Ashton Thomas Securities position in Q3 2026.
  • iShares Russell 2000 ETF made up 0.29% of Ashton Thomas Securities's portfolio in Q3 2026, its #73 holding.
  • Ashton Thomas Securities first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.