DecisionPoint Financial’s iShares Russell 2000 ETF IWM Stock Holding History

DecisionPoint Financial’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	$74.5K	Sell	267 -49	-16%	-$14.4K	0.01%	116
2026 Q2	$94.6K	Buy	316 +49	+18%	+$13.8K	0.02%	79
2026 Q1	$66.2K	Hold	267	–	–	0.01%	77
2025 Q4	$65.7K	Buy	267 +228	+585%	+$56.1K	0.01%	77
2025 Q3	$9.46K	Hold	39	–	–	﹤0.01%	143
2025 Q2	$8.5K	Sell	39 -25	-39%	-$5.03K	﹤0.01%	150
2025 Q1	$12.8K	Sell	64 -137	-68%	-$29.7K	﹤0.01%	146
2024 Q4	$44.4K	Sell	201 -7	-3%	-$1.6K	0.01%	88
2024 Q3	$45.9K	Hold	208	–	–	0.01%	86
2024 Q2	$46.6K	Hold	208	–	–	0.02%	84
2024 Q1	$41.3K	Hold	208	–	–	0.02%	90
2023 Q4	$41.7K	Hold	208	–	–	0.02%	80
2023 Q3	$36.8K	Hold	208	–	–	0.02%	78
2023 Q2	$39K	Hold	208	–	–	0.02%	76
2023 Q1	$37.1K	Hold	208	–	–	0.02%	72
2022 Q4	$36.3K	Buy	+208	New	+$37K	0.02%	68

Other funds holding IWM

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

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DecisionPoint Financial's IWM Position: Q3 2026 in Review

DecisionPoint Financial reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q3 2026, selling an estimated $14.4K and leaving 267 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #116.

DecisionPoint Financial first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $94.6K in Q2 2026. 1,024 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

DecisionPoint Financial held 267 shares of iShares Russell 2000 ETF worth $74.5K as of Q3 2026.
DecisionPoint Financial sold 49 iShares Russell 2000 ETF shares in Q3 2026, an estimated $14.4K.
iShares Russell 2000 ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #116 holding.
DecisionPoint Financial first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's iShares Russell 2000 ETF position peaked at $94.6K in Q2 2026.
1,024 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.