Diversified Enterprises’s iShares Russell 2000 ETF IWM Stock Holding History

Diversified Enterprises’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	$4.62M	Buy	16,622 +3,549	+27%	+$1.04M	0.21%	49
2026 Q2	$3.93M	Sell	13,073 -433	-3%	-$122K	0.19%	54
2026 Q1	$3.35M	Sell	13,506 -237	-2%	-$61.1K	0.18%	59
2025 Q4	$3.38M	Buy	13,743 +1,556	+13%	+$383K	0.2%	52
2025 Q3	$2.95M	Sell	12,187 -61	-0.5%	-$14K	0.2%	51
2025 Q2	$2.64M	Sell	12,248 -2,094	-15%	-$421K	0.2%	51
2025 Q1	$2.86M	Buy	14,342 +224	+2%	+$48.6K	0.24%	44
2024 Q4	$3.12M	Sell	14,118 -292,399	-95%	-$66.7M	0.3%	30
2024 Q3	$67.7M	Buy	+306,517	New	+$65.6M	7.43%	3

Other funds holding IWM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

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

Diversified Enterprises's IWM Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Russell 2000 ETF (IWM) stake by 27% in Q3 2026, buying an estimated $1.04M and bringing the position to 16,622 shares worth $4.62M. The position accounts for 0.21% of the portfolio, ranked #49.

Diversified Enterprises first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $67.7M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Diversified Enterprises held 16,622 shares of iShares Russell 2000 ETF worth $4.62M as of Q3 2026.
Diversified Enterprises bought 3,549 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.04M.
iShares Russell 2000 ETF made up 0.21% of Diversified Enterprises's portfolio in Q3 2026, its #49 holding.
Diversified Enterprises first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares Russell 2000 ETF position peaked at $67.7M in Q3 2024.
1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.