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

Defender 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	$695K	Hold	2,500	–	–	0.22%	24
2026 Q2	$751K	Buy	+2,500	New	+$703K	0.24%	23
2026 Q1	–	Sell	-3,000	Closed	-$738K	–	36
2025 Q4	$738K	Buy	+3,000	New	+$738K	0.24%	22
2025 Q3	–	Sell	-3,000	Closed	-$647K	–	17
2025 Q2	$647K	Hold	3,000	–	–	0.22%	25
2025 Q1	$604K	Hold	3,000	–	–	0.24%	22
2024 Q4	$663K	Hold	3,000	–	–	0.24%	21
2024 Q3	$663K	Hold	3,000	–	–	0.22%	22
2024 Q2	$609K	Buy	3,000 +1,200	+67%	+$243K	0.21%	21
2024 Q1	$379K	Hold	1,800	–	–	0.13%	23
2023 Q4	$361K	Sell	1,800 -1,300	-42%	-$233K	0.13%	26
2023 Q3	$548K	Hold	3,100	–	–	0.2%	22
2023 Q2	$581K	Hold	3,100	–	–	0.2%	22
2023 Q1	$553K	Hold	3,100	–	–	0.19%	25
2022 Q4	$541K	Sell	3,100 -5,000	-62%	-$889K	0.22%	19
2022 Q3	$1.33M	Buy	8,100 +6,100	+305%	+$1.11M	0.52%	17
2022 Q2	$339K	Hold	2,000	–	–	0.13%	26
2022 Q1	$411K	Buy	+2,000	New	+$408K	0.14%	26

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Defender Capital's IWM Position: Q3 2026 in Review

Defender Capital held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,500 shares worth $695K. The position accounts for 0.22% of the portfolio, ranked #24.

Defender Capital first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.33M in Q3 2022. 571 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Defender Capital held 2,500 shares of iShares Russell 2000 ETF worth $695K as of Q3 2026.
Defender Capital left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.22% of Defender Capital's portfolio in Q3 2026, its #24 holding.
Defender Capital first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
Defender Capital's iShares Russell 2000 ETF position peaked at $1.33M in Q3 2022.
571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Defender Capital's 13F filing for Q3 2026, filed 1 Oct 2026.