Brian Low Financial Group
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Brian Low Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Brian Low Financial Group’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 		$1.65M Buy
5,926
+162
+3% +$47.6K 0.92% 42
2026
Q2 		$1.73M Buy
5,764
+212
+4% +$59.6K 1.01% 36
2026
Q1 		$1.38M Buy
5,552
+456
+9% +$118K 0.94% 38
2025
Q4 		$1.25M Buy
5,096
+454
+10% +$112K 0.89% 36
2025
Q3 		$1.12M Buy
4,642
+755
+19% +$173K 0.87% 33
2025
Q2 		$839K Buy
+3,887
New +$782K 0.79% 40

Other funds holding IWM

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
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
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Brian Low Financial Group's IWM Position: Q3 2026 in Review

Brian Low Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q3 2026, buying an estimated $47.6K and bringing the position to 5,926 shares worth $1.65M. The position accounts for 0.92% of the portfolio, ranked #42.

Brian Low Financial Group first reported a position in IWM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.73M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Brian Low Financial Group held 5,926 shares of iShares Russell 2000 ETF worth $1.65M as of Q3 2026.
  • Brian Low Financial Group bought 162 iShares Russell 2000 ETF shares in Q3 2026, an estimated $47.6K.
  • iShares Russell 2000 ETF made up 0.92% of Brian Low Financial Group's portfolio in Q3 2026, its #42 holding.
  • Brian Low Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 6 quarters since.
  • Brian Low Financial Group's iShares Russell 2000 ETF position peaked at $1.73M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.