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

Doliver 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 		$4.42M Sell
15,920
-253
-2% -$74.3K 0.97% 13
2026
Q2 		$4.86M Sell
16,173
-436
-3% -$123K 1.1% 13
2026
Q1 		$4.12M Buy
16,609
+1,409
+9% +$363K 0.94% 13
2025
Q4 		$3.74M Sell
15,200
-232
-2% -$57K 0.94% 14
2025
Q3 		$3.73M Sell
15,432
-1,013
-6% -$232K 0.97% 14
2025
Q2 		$3.55M Sell
16,445
-164
-1% -$33K 0.97% 16
2025
Q1 		$3.31M Buy
16,609
+580
+4% +$126K 0.93% 15
2024
Q4 		$3.54M Buy
16,029
+8,551
+114% +$1.95M 0.98% 13
2024
Q3 		$1.65M Sell
7,478
-389
-5% -$83.2K 0.45% 38
2024
Q2 		$1.6M Buy
7,867
+922
+13% +$186K 0.45% 34
2024
Q1 		$1.46M Buy
6,945
+3,512
+102% +$701K 0.41% 40
2023
Q4 		$689K Sell
3,433
-135
-4% -$24.2K 0.21% 71
2023
Q3 		$631K Sell
3,568
-951
-21% -$179K 0.19% 72
2023
Q2 		$846K Buy
4,519
+3,071
+212% +$548K 0.26% 69
2023
Q1 		$258K Buy
1,448
+27
+2% +$4.97K 0.08% 140
2022
Q4 		$248K Sell
1,421
-291
-17% -$51.8K 0.08% 131
2022
Q3 		$282K Sell
1,712
-702
-29% -$128K 0.1% 115
2022
Q2 		$409K Buy
2,414
+1,249
+107% +$230K 0.15% 97
2022
Q1 		$239K Buy
+1,165
New +$238K 0.08% 148
2021
Q4 		– Sell
-2,179
Closed -$477K – 177
2021
Q3 		$477K Buy
+2,179
New +$483K 0.16% 105
2020
Q1 		– Sell
-1,288
Closed -$213K – 184
2019
Q4 		$213K Buy
+1,288
New +$204K 0.08% 106
2018
Q2 		– Sell
-1,625
Closed -$247K – 351
2018
Q1 		$247K Buy
+1,625
New +$251K 0.11% 189
2017
Q3 		– Sell
-3,075
Closed -$433K – 279
2017
Q2 		$433K Buy
+3,075
New +$426K 0.21% 104

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Doliver Advisors's IWM Position: Q3 2026 in Review

Doliver Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q3 2026, selling an estimated $74.3K and leaving 15,920 shares worth $4.42M. The position accounts for 0.97% of the portfolio, ranked #13.

Doliver Advisors first reported a position in IWM in Q2 2017 and has held it in 23 quarters since. The position peaked at $4.86M in Q2 2026. 919 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Doliver Advisors held 15,920 shares of iShares Russell 2000 ETF worth $4.42M as of Q3 2026.
  • Doliver Advisors sold 253 iShares Russell 2000 ETF shares in Q3 2026, an estimated $74.3K.
  • iShares Russell 2000 ETF made up 0.97% of Doliver Advisors's portfolio in Q3 2026, its #13 holding.
  • Doliver Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 23 quarters since.
  • Doliver Advisors's iShares Russell 2000 ETF position peaked at $4.86M in Q2 2026.
  • 919 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.