Crumly & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Crumly & Associates’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	$421K	Buy	1,514 +632	+72%	+$186K	0.07%	137
2026 Q2	$265K	Buy	882 +2	+0.2%	+$562	0.05%	170
2026 Q1	$218K	Buy	880 +2	+0.2%	+$516	0.05%	190
2025 Q4	$216K	Buy	878 +3	+0.3%	+$738	0.05%	186
2025 Q3	$212K	Buy	+875	New	+$201K	0.05%	181
2025 Q2	–	Sell	-1,007	Closed	-$201K	–	175
2025 Q1	$201K	Sell	1,007 -4	-0.4%	-$868	0.06%	160
2024 Q4	$223K	Buy	1,011 +8	+0.8%	+$1.82K	0.06%	144
2024 Q3	$222K	Buy	+1,003	New	+$215K	0.06%	139

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Crumly & Associates's IWM Position: Q3 2026 in Review

Crumly & Associates increased its iShares Russell 2000 ETF (IWM) stake by 72% in Q3 2026, buying an estimated $186K and bringing the position to 1,514 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #137.

Crumly & Associates first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 1,508 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Crumly & Associates held 1,514 shares of iShares Russell 2000 ETF worth $421K as of Q3 2026.
Crumly & Associates bought 632 iShares Russell 2000 ETF shares in Q3 2026, an estimated $186K.
iShares Russell 2000 ETF made up 0.07% of Crumly & Associates's portfolio in Q3 2026, its #137 holding.
Crumly & Associates first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
1,508 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.