Centaurus Financial
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Centaurus Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Centaurus Financial’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
2020
Q3 		– Sell
-17,400
Closed -$151K – 675
2020
Q2 		$151K Buy
+17,400
New +$2.28M 0.02% 496

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Empower Advisory Group
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UBS Group
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Citigroup
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BNP Paribas Financial Markets
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Barclays
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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

Centaurus Financial's IWM Position: Q3 2026 in Review

Centaurus Financial reduced its iShares Russell 2000 ETF (IWM) stake by 54% in Q3 2026, selling an estimated $5.16M and leaving 15,001 shares worth $4.17M. The position accounts for 0.16% of the portfolio, ranked #134.

Centaurus Financial first reported a position in IWM in Q4 2017 and has held it in 36 quarters since. The position peaked at $16.5M in Q1 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Centaurus Financial held 15,001 shares of iShares Russell 2000 ETF worth $4.17M as of Q3 2026.
  • Centaurus Financial sold 17,581 iShares Russell 2000 ETF shares in Q3 2026, an estimated $5.16M.
  • iShares Russell 2000 ETF made up 0.16% of Centaurus Financial's portfolio in Q3 2026, its #134 holding.
  • Centaurus Financial first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 36 quarters since.
  • Centaurus Financial's iShares Russell 2000 ETF position peaked at $16.5M in Q1 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Centaurus Financial's 13F filing for Q3 2026, filed 12 Nov 2026.