Detalus Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Detalus Advisors’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	$483K	Buy	1,738 +23	+1%	+$6.75K	0.1%	108
2026 Q2	$515K	Hold	1,715	–	–	0.1%	97
2026 Q1	$425K	Hold	1,715	–	–	0.1%	117
2025 Q4	$422K	Hold	1,715	–	–	0.1%	112
2025 Q3	$415K	Sell	1,715 -85	-5%	-$19.5K	0.11%	116
2025 Q2	$388K	Hold	1,800	–	–	0.11%	112
2025 Q1	$359K	Buy	+1,800	New	+$390K	0.11%	111

Other funds holding IWM

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Detalus Advisors's IWM Position: Q3 2026 in Review

Detalus Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2026, buying an estimated $6.75K and bringing the position to 1,738 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #108.

Detalus Advisors first reported a position in IWM in Q1 2025 and has held it in 7 quarters since. The position peaked at $515K in Q2 2026. 1,834 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Detalus Advisors held 1,738 shares of iShares Russell 2000 ETF worth $483K as of Q3 2026.
Detalus Advisors bought 23 iShares Russell 2000 ETF shares in Q3 2026, an estimated $6.75K.
iShares Russell 2000 ETF made up 0.1% of Detalus Advisors's portfolio in Q3 2026, its #108 holding.
Detalus Advisors first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 7 quarters since.
Detalus Advisors's iShares Russell 2000 ETF position peaked at $515K in Q2 2026.
1,834 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.