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Aurora Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Aurora Private Wealth’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 		$490K Buy
1,762
+4
+0.2% +$1.18K 0.31% 79
2026
Q2 		$528K Sell
1,758
-13
-0.7% -$3.65K 0.34% 65
2026
Q1 		$436K Sell
1,771
-1,639
-48% -$423K 0.31% 80
2025
Q4 		$832K Buy
+3,410
New +$838K 0.55% 49
2025
Q2 		$395K Sell
1,831
-4
-0.2% -$805 0.29% 87
2025
Q1 		$366K Buy
1,835
+165
+10% +$35.8K 0.29% 87
2024
Q4 		$369K Sell
1,670
-213
-11% -$48.6K 0.28% 90
2024
Q3 		$416K Buy
1,883
+231
+14% +$49.4K 0.33% 82
2024
Q2 		$335K Sell
1,652
-21
-1% -$4.24K 0.29% 88
2024
Q1 		$349K Sell
1,673
-30
-2% -$5.98K 0.3% 85
2023
Q4 		$342K Buy
1,703
+75
+5% +$13.4K 0.32% 83
2023
Q3 		$288K Buy
1,628
+206
+14% +$38.7K 0.32% 90
2023
Q2 		$266K Sell
1,422
-186
-12% -$33.2K 0.3% 93
2023
Q1 		$287K Sell
1,608
-137
-8% -$25.2K 0.31% 101
2022
Q4 		$304K Sell
1,745
-892
-34% -$159K 0.35% 85
2022
Q3 		$435K Buy
2,637
+89
+3% +$16.2K 0.2% 79
2022
Q2 		$431K Sell
2,548
-2,287
-47% -$422K 0.19% 85
2022
Q1 		$992K Buy
4,835
+6
+0.1% +$1.22K 0.41% 48
2021
Q4 		$1.07M Sell
4,829
-517
-10% -$117K 0.47% 41
2021
Q3 		$1.17M Sell
5,346
-834
-13% -$185K 0.47% 42
2021
Q2 		$1.42M Buy
6,180
+3,565
+136% +$802K 0.57% 35
2021
Q1 		$578K Buy
2,615
+77
+3% +$16.8K 0.24% 91
2020
Q4 		$498K Buy
2,538
+280
+12% +$49K 0.21% 104
2020
Q3 		$338K Buy
2,258
+31
+1% +$4.66K 0.14% 126
2020
Q2 		$319K Sell
2,227
-372
-14% -$48.8K 0.15% 118
2020
Q1 		$297K Sell
2,599
-153
-6% -$22.8K 0.1% 171
2019
Q4 		$456K Buy
+2,752
New +$435K 0.16% 107

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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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

Aurora Private Wealth's IWM Position: Q3 2026 in Review

Aurora Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q3 2026, buying an estimated $1.18K and bringing the position to 1,762 shares worth $490K. The position accounts for 0.31% of the portfolio, ranked #79.

Aurora Private Wealth first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.42M in Q2 2021. 1,024 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Aurora Private Wealth held 1,762 shares of iShares Russell 2000 ETF worth $490K as of Q3 2026.
  • Aurora Private Wealth bought 4 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.18K.
  • iShares Russell 2000 ETF made up 0.31% of Aurora Private Wealth's portfolio in Q3 2026, its #79 holding.
  • Aurora Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's iShares Russell 2000 ETF position peaked at $1.42M in Q2 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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