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Cooper Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Cooper Financial Group’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 		– Sell
-772
Closed -$232K – 466
2026
Q2 		$232K Buy
+772
New +$217K 0.02% 402
2026
Q1 		– Sell
-2,511
Closed -$618K – 445
2025
Q4 		$618K Buy
+2,511
New +$617K 0.07% 211
2024
Q3 		– Sell
-7,526
Closed -$1.53M – 394
2024
Q2 		$1.53M Sell
7,526
-363
-5% -$73.4K 0.22% 83
2024
Q1 		$1.66M Sell
7,889
-16
-0.2% -$3.19K 0.27% 72
2023
Q4 		$1.59M Sell
7,905
-30
-0.4% -$5.38K 0.29% 66
2023
Q3 		$1.4M Buy
7,935
+1,047
+15% +$197K 0.34% 66
2023
Q2 		$1.29M Sell
6,888
-965
-12% -$172K 0.32% 74
2023
Q1 		$1.4M Sell
7,853
-39
-0.5% -$7.18K 0.38% 64
2022
Q4 		$1.38M Buy
7,892
+95
+1% +$16.9K 0.42% 59
2022
Q3 		$1.29M Buy
7,797
+1,091
+16% +$199K 0.46% 54
2022
Q2 		$1.14M Buy
6,706
+1,338
+25% +$247K 0.41% 62
2022
Q1 		$1.1M Buy
5,368
+900
+20% +$184K 0.42% 56
2021
Q4 		$994K Sell
4,468
-231
-5% -$52.2K 0.38% 67
2021
Q3 		$1.03M Buy
4,699
+229
+5% +$50.8K 0.21% 70
2021
Q2 		$1.02M Sell
4,470
-165
-4% -$37.1K 0.21% 67
2021
Q1 		$1.02M Buy
4,635
+1,519
+49% +$332K 0.23% 62
2020
Q4 		$611K Buy
3,116
+1,166
+60% +$204K 0.12% 135
2020
Q3 		$292K Sell
1,950
-590
-23% -$88.8K 0.08% 155
2020
Q2 		$364K Sell
2,540
-177
-7% -$23.2K 0.12% 119
2020
Q1 		$311K Sell
2,717
-2,247
-45% -$335K 0.13% 105
2019
Q4 		$822K Buy
4,964
+739
+17% +$117K 0.33% 46
2019
Q3 		$639K Buy
4,225
+91
+2% +$13.9K 0.29% 52
2019
Q2 		$643K Buy
4,134
+70
+2% +$10.8K 0.31% 45
2019
Q1 		$622K Sell
4,064
-1,600
-28% -$240K 0.34% 40
2018
Q4 		$758K Buy
+5,664
New +$845K 0.51% 29

Other funds holding IWM

SP
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

Cooper Financial Group's IWM Position: Q3 2026 in Review

Cooper Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 772 shares — an estimated $232K sold.

Cooper Financial Group first reported a position in IWM in Q4 2018 and held it in 25 quarters. The position peaked at $1.66M in Q1 2024. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Cooper Financial Group reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 772 iShares Russell 2000 ETF shares in Q3 2026, an estimated $232K.
  • Cooper Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 25 quarters.
  • Cooper Financial Group's iShares Russell 2000 ETF position peaked at $1.66M in Q1 2024.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.