DeDora Capital
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DeDora Capital’s iShares Russell 2000 ETF IWM Stock Holding History

DeDora Capital’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 		$33.6K Buy
+121
New +$35.5K 0.01% 209
2020
Q1 		– Sell
-132
Closed -$22K – 107
2019
Q4 		$22K Buy
+132
New +$20.9K 0.01% 104

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

DeDora Capital's IWM Position: Q3 2026 in Review

DeDora Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 121 shares worth $33.6K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: DeDora Capital previously reported a position in IWM as recently as Q4 2019.

DeDora Capital first reported a position in IWM in Q4 2019 and has held it in 2 quarters since. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • DeDora Capital held 121 shares of iShares Russell 2000 ETF worth $33.6K as of Q3 2026.
  • iShares Russell 2000 ETF was a new DeDora Capital position in Q3 2026.
  • iShares Russell 2000 ETF made up 0.01% of DeDora Capital's portfolio in Q3 2026, its #209 holding.
  • DeDora Capital first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 2 quarters since.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.