Congress Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Congress Asset 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	$736K	Hold	2,650	–	–	﹤0.01%	338
2026 Q2	$796K	Hold	2,650	–	–	﹤0.01%	313
2026 Q1	$657K	Hold	2,650	–	–	﹤0.01%	359
2025 Q4	$652K	Hold	2,650	–	–	﹤0.01%	333
2025 Q3	$641K	Hold	2,650	–	–	﹤0.01%	340
2025 Q2	$572K	Buy	+2,650	New	+$533K	﹤0.01%	337
2023 Q1	–	Sell	-5,934	Closed	-$1.03M	–	378
2022 Q4	$1.03M	Buy	+5,934	New	+$1.06M	0.01%	307
2021 Q1	–	Sell	-1,869	Closed	-$366K	–	361
2020 Q4	$366K	Buy	+1,869	New	+$327K	﹤0.01%	323
2019 Q1	–	Sell	-15,843	Closed	-$2.12M	–	359
2018 Q4	$2.12M	Buy	+15,843	New	+$2.36M	0.03%	263

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

Congress Asset Management's IWM Position: Q3 2026 in Review

Congress Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,650 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Congress Asset Management first reported a position in IWM in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.12M in Q4 2018. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Congress Asset Management held 2,650 shares of iShares Russell 2000 ETF worth $736K as of Q3 2026.
Congress Asset Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #338 holding.
Congress Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 9 quarters since.
Congress Asset Management's iShares Russell 2000 ETF position peaked at $2.12M in Q4 2018.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.