Atwater Malick’s iShares Russell 2000 ETF IWM Stock Holding History

Atwater Malick’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	$514K	Buy	1,851 +304	+20%	+$89.3K	0.11%	78
2026 Q2	$465K	Buy	1,547 +72	+5%	+$20.2K	0.1%	80
2026 Q1	$366K	Buy	+1,475	New	+$380K	0.1%	71
2019 Q4	–	Sell	-16	Closed	-$2K	–	118
2019 Q3	$2K	Buy	+16	New	+$2.44K	﹤0.01%	200

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Atwater Malick's IWM Position: Q3 2026 in Review

Atwater Malick increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q3 2026, buying an estimated $89.3K and bringing the position to 1,851 shares worth $514K. The position accounts for 0.11% of the portfolio, ranked #78.

Atwater Malick first reported a position in IWM in Q3 2019 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Atwater Malick held 1,851 shares of iShares Russell 2000 ETF worth $514K as of Q3 2026.
Atwater Malick bought 304 iShares Russell 2000 ETF shares in Q3 2026, an estimated $89.3K.
iShares Russell 2000 ETF made up 0.11% of Atwater Malick's portfolio in Q3 2026, its #78 holding.
Atwater Malick first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 4 quarters since.
673 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.