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

Commonwealth 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 		$599K Sell
2,157
-142
-6% -$41.7K 0.11% 104
2026
Q2 		$691K Buy
2,299
+95
+4% +$26.7K 0.09% 129
2026
Q1 		$547K Hold
2,204
– – 0.09% 118
2025
Q4 		$542K Buy
2,204
+53
+2% +$13K 0.09% 115
2025
Q3 		$520K Sell
2,151
-978
-31% -$224K 0.09% 114
2025
Q2 		$675K Sell
3,129
-30,539
-91% -$6.15M 0.13% 93
2025
Q1 		$6.72M Buy
33,668
+5,048
+18% +$1.1M 1.38% 22
2024
Q4 		$6.32M Sell
28,620
-2,553
-8% -$582K 1.24% 26
2024
Q3 		$6.79M Sell
31,173
-23,160
-43% -$4.96M 1.34% 26
2024
Q2 		$11M Sell
54,333
-12,730
-19% -$2.57M 2.26% 12
2024
Q1 		$13.5M Sell
67,063
-90
-0.1% -$18K 3.17% 7
2023
Q4 		$13.5M Buy
67,153
+28,110
+72% +$5.04M 3.17% 7
2023
Q3 		$6.9M Buy
+39,043
New +$7.33M 2.05% 13
2017
Q1 		$284K Sell
2,115
-112,210
-98% -$15.3M 0.31% 39
2016
Q4 		$15.4M Buy
114,325
+105,075
+1,136% +$13.4M 15.15% 2
2016
Q3 		$1.15M Buy
9,250
+7,869
+570% +$956K 1.08% 13
2016
Q2 		$159K Buy
+1,381
New +$156K 0.19% 54
2015
Q3 		– Sell
-1,022
Closed -$128K – 242
2015
Q2 		$128K Sell
1,022
-387
-27% -$48.3K 0.14% 55
2015
Q1 		$175K Sell
1,409
-1,995
-59% -$240K 0.15% 53
2014
Q4 		$407K Buy
+3,404
New +$389K 0.36% 34

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

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

Commonwealth Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 6.2% in Q3 2026, selling an estimated $41.7K and leaving 2,157 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #104.

Commonwealth Financial Services first reported a position in IWM in Q4 2014 and has held it in 20 quarters since. The position peaked at $15.4M in Q4 2016. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Commonwealth Financial Services held 2,157 shares of iShares Russell 2000 ETF worth $599K as of Q3 2026.
  • Commonwealth Financial Services sold 142 iShares Russell 2000 ETF shares in Q3 2026, an estimated $41.7K.
  • iShares Russell 2000 ETF made up 0.11% of Commonwealth Financial Services's portfolio in Q3 2026, its #104 holding.
  • Commonwealth Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 20 quarters since.
  • Commonwealth Financial Services's iShares Russell 2000 ETF position peaked at $15.4M in Q4 2016.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.