DiNuzzo Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

DiNuzzo Private Wealth’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	$363K	Buy	1,307 +6	+0.5%	+$1.76K	0.04%	63
2026 Q2	$391K	Hold	1,301	–	–	0.04%	61
2026 Q1	$323K	Hold	1,301	–	–	0.03%	63
2025 Q4	$320K	Hold	1,301	–	–	0.03%	64
2025 Q3	$306K	Hold	1,301	–	–	0.03%	62
2025 Q2	$281K	Hold	1,301	–	–	0.03%	65
2025 Q1	$259K	Hold	1,301	–	–	0.03%	65
2024 Q4	$287K	Hold	1,301	–	–	0.04%	63
2024 Q3	$287K	Buy	+1,301	New	+$278K	0.04%	63

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

DiNuzzo Private Wealth's IWM Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 0.46% in Q3 2026, buying an estimated $1.76K and bringing the position to 1,307 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #63.

DiNuzzo Private Wealth first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $391K in Q2 2026. 1,024 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

DiNuzzo Private Wealth held 1,307 shares of iShares Russell 2000 ETF worth $363K as of Q3 2026.
DiNuzzo Private Wealth bought 6 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.76K.
iShares Russell 2000 ETF made up 0.04% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #63 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
DiNuzzo Private Wealth's iShares Russell 2000 ETF position peaked at $391K in Q2 2026.
1,024 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.