Dala Group
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Dala Group’s iShares Russell 2000 ETF IWM Stock Holding History

Dala 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 		$396K Hold
1,424
– – 0.29% 41
2026
Q2 		$428K Hold
1,424
– – 0.35% 37
2026
Q1 		$353K Hold
1,424
– – 0.3% 48
2025
Q4 		$351K Buy
+1,424
New +$350K 0.3% 51

Other funds holding IWM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Dala Group's IWM Position: Q3 2026 in Review

Dala Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,424 shares worth $396K. The position accounts for 0.29% of the portfolio, ranked #41.

Dala Group first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $428K in Q2 2026. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Dala Group held 1,424 shares of iShares Russell 2000 ETF worth $396K as of Q3 2026.
  • Dala Group left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.29% of Dala Group's portfolio in Q3 2026, its #41 holding.
  • Dala Group first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's iShares Russell 2000 ETF position peaked at $428K in Q2 2026.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.