Burkett Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Burkett Financial Services’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	$49.1K	Hold	176	–	–	0.01%	160
2026 Q2	$53K	Buy	176 +1	+0.6%	+$281	0.02%	94
2026 Q1	$43.6K	Hold	175	–	–	0.02%	112
2025 Q4	$43.2K	Sell	175 -13	-7%	-$3.2K	0.01%	106
2025 Q3	$45.4K	Buy	188 +1	+0.5%	+$229	0.02%	98
2025 Q2	$40.4K	Hold	187	–	–	0.01%	102
2025 Q1	$37.3K	Buy	187 +1	+0.5%	+$217	0.02%	108
2024 Q4	$41.2K	Hold	186	–	–	0.02%	96
2024 Q3	$41K	Buy	186 +1	+0.5%	+$214	0.02%	90
2024 Q2	$37.6K	Hold	185	–	–	0.02%	88
2024 Q1	$38.8K	Buy	185 +1	+0.5%	+$199	0.02%	93
2023 Q4	$37K	Buy	+184	New	+$33K	0.02%	93

Other funds holding IWM

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

FWCM

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

FFBTD

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Burkett Financial Services's IWM Position: Q3 2026 in Review

Burkett Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 176 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #160.

Burkett Financial Services first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $53K in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Burkett Financial Services held 176 shares of iShares Russell 2000 ETF worth $49.1K as of Q3 2026.
Burkett Financial Services left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #160 holding.
Burkett Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's iShares Russell 2000 ETF position peaked at $53K in Q2 2026.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.