Austin Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$263K Buy
947
+10
+1% +$2.94K 0.04% 85
2026
Q2
$281K Buy
937
+1
+0.1% +$281 0.04% 79
2026
Q1
$232K Buy
+936
New +$241K 0.04% 79

Other funds holding IWM

Austin Asset Management's IWM Position: Q3 2026 in Review

Austin Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q3 2026, buying an estimated $2.94K and bringing the position to 947 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #85.

Austin Asset Management first reported a position in IWM in Q1 2026 and has held it in 3 quarters since. The position peaked at $281K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Austin Asset Management held 947 shares of iShares Russell 2000 ETF worth $263K as of Q3 2026.
  • Austin Asset Management bought 10 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.94K.
  • iShares Russell 2000 ETF made up 0.04% of Austin Asset Management's portfolio in Q3 2026, its #85 holding.
  • Austin Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 3 quarters since.
  • Austin Asset Management's iShares Russell 2000 ETF position peaked at $281K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Austin Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.