Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cassaday & Co Wealth Management’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 		$946K Buy
3,406
+144
+4% +$42.3K 0.02% 164
2026
Q2 		$980K Sell
3,262
-426
-12% -$120K 0.02% 154
2026
Q1 		$915K Buy
3,688
+56
+2% +$14.4K 0.02% 147
2025
Q4 		$894K Hold
3,632
– – 0.02% 146
2025
Q3 		$879K Sell
3,632
-201
-5% -$46.1K 0.02% 149
2025
Q2 		$827K Buy
3,833
+201
+6% +$40.4K 0.02% 150
2025
Q1 		$725K Sell
3,632
-25
-0.7% -$5.42K 0.02% 154
2024
Q4 		$808K Sell
3,657
-298
-8% -$67.9K 0.02% 140
2024
Q3 		$874K Sell
3,955
-63
-2% -$13.5K 0.02% 123
2024
Q2 		$815K Buy
4,018
+406
+11% +$82.1K 0.03% 126
2024
Q1 		$760K Buy
3,612
+100
+3% +$19.9K 0.02% 135
2023
Q4 		$705K Hold
3,512
– – 0.02% 128
2023
Q3 		$621K Buy
3,512
+6
+0.2% +$1.13K 0.03% 130
2023
Q2 		$657K Buy
3,506
+370
+12% +$66K 0.03% 126
2023
Q1 		$559K Sell
3,136
-572
-15% -$105K 0.02% 146
2022
Q4 		$647K Buy
+3,708
New +$659K 0.03% 130

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Cassaday & Co Wealth Management's IWM Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q3 2026, buying an estimated $42.3K and bringing the position to 3,406 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #164.

Cassaday & Co Wealth Management first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $980K in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Cassaday & Co Wealth Management held 3,406 shares of iShares Russell 2000 ETF worth $946K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 144 iShares Russell 2000 ETF shares in Q3 2026, an estimated $42.3K.
  • iShares Russell 2000 ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Cassaday & Co Wealth Management's iShares Russell 2000 ETF position peaked at $980K in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.