Bond & Devick Financial Network
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Bond & Devick Financial Network’s iShares Russell 2000 ETF IWM Stock Holding History

Bond & Devick Financial Network’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 		$1.13M Sell
4,068
-59
-1% -$17.3K 0.27% 54
2026
Q2 		$1.24M Hold
4,127
– – 0.31% 53
2026
Q1 		$1.02M Hold
4,127
– – 0.29% 55
2025
Q4 		$1.02M Sell
4,127
-110
-3% -$27K 0.29% 50
2025
Q3 		$1.03M Hold
4,237
– – 0.31% 49
2025
Q2 		$914K Sell
4,237
-152
-3% -$30.6K 0.3% 55
2025
Q1 		$876K Sell
4,389
-379
-8% -$82.2K 0.32% 55
2024
Q4 		$1.05M Hold
4,768
– – 0.45% 42
2024
Q3 		$1.05M Hold
4,768
– – 0.45% 42
2024
Q2 		$967K Buy
4,768
+1
+0% +$202 0.52% 37
2024
Q1 		$1M Hold
4,767
– – 0.54% 35
2023
Q4 		$957K Sell
4,767
-281
-6% -$50.3K 0.54% 36
2023
Q3 		$892K Buy
5,048
+10
+0.2% +$1.88K 0.57% 34
2023
Q2 		$943K Buy
5,038
+57
+1% +$10.2K 0.59% 32
2023
Q1 		$889K Buy
4,981
+687
+16% +$126K 0.57% 32
2022
Q4 		$749K Sell
4,294
-143
-3% -$25.4K 0.53% 42
2022
Q3 		$732K Sell
4,437
-53
-1% -$9.7K 0.61% 37
2022
Q2 		$760K Sell
4,490
-467
-9% -$86.1K 0.66% 38
2022
Q1 		$1.02M Buy
4,957
+118
+2% +$24.1K 0.81% 30
2021
Q4 		$1.08M Sell
4,839
-127
-3% -$28.7K 0.81% 28
2021
Q3 		$1.09M Sell
4,966
-44
-0.9% -$9.8K 0.9% 23
2021
Q2 		$1.15M Buy
5,010
+40
+0.8% +$8.99K 0.95% 22
2021
Q1 		$1.1M Sell
4,970
-47
-0.9% -$10.3K 1.02% 23
2020
Q4 		$984K Buy
+5,017
New +$878K 1.12% 24

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Bond & Devick Financial Network's IWM Position: Q3 2026 in Review

Bond & Devick Financial Network reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q3 2026, selling an estimated $17.3K and leaving 4,068 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #54.

Bond & Devick Financial Network first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.24M in Q2 2026. 1,601 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Bond & Devick Financial Network held 4,068 shares of iShares Russell 2000 ETF worth $1.13M as of Q3 2026.
  • Bond & Devick Financial Network sold 59 iShares Russell 2000 ETF shares in Q3 2026, an estimated $17.3K.
  • iShares Russell 2000 ETF made up 0.27% of Bond & Devick Financial Network's portfolio in Q3 2026, its #54 holding.
  • Bond & Devick Financial Network first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Bond & Devick Financial Network's iShares Russell 2000 ETF position peaked at $1.24M in Q2 2026.
  • 1,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.