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

Diversified Management’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	$1.04M	Buy	3,736 +820	+28%	+$241K	0.18%	111
2026 Q2	$876K	Sell	2,916 -38	-1%	-$10.7K	0.19%	66
2026 Q1	$733K	Buy	2,954 +38	+1%	+$9.8K	0.13%	154
2025 Q4	$718K	Buy	+2,916	New	+$717K	0.17%	81

Other funds holding IWM

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

AIC

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Diversified Management's IWM Position: Q3 2026 in Review

Diversified Management increased its iShares Russell 2000 ETF (IWM) stake by 28% in Q3 2026, buying an estimated $241K and bringing the position to 3,736 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #111.

Diversified Management first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Diversified Management held 3,736 shares of iShares Russell 2000 ETF worth $1.04M as of Q3 2026.
Diversified Management bought 820 iShares Russell 2000 ETF shares in Q3 2026, an estimated $241K.
iShares Russell 2000 ETF made up 0.18% of Diversified Management's portfolio in Q3 2026, its #111 holding.
Diversified Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.