Dynamic Advisor Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-800	Closed	-$240K	–	1076
2026 Q2	$240K	Buy	+800	New	+$225K	0.01%	938
2023 Q3	–	Sell	-57,600	Closed	-$76.3K	–	863
2023 Q2	$76.3K	Buy	+57,600	New	+$10.3M	﹤0.01%	779
2020 Q4	–	Sell	-7,000	Closed	-$56K	–	700
2020 Q3	$56K	Buy	7,000 +6,500	+1,300%	+$978K	0.01%	579
2020 Q2	$2K	Buy	+500	New	+$65.6K	﹤0.01%	545
2019 Q4	–	Sell	-2,500	Closed	-$2K	–	587
2019 Q3	$2K	Sell	2,500 -2,500	-50%	-$382K	﹤0.01%	534
2019 Q2	$5K	Buy	+5,000	New	+$771K	﹤0.01%	513

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

AIC

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

Dynamic Advisor Solutions's IWM Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares Russell 2000 ETF (IWM) stake by 5% in Q3 2026, buying an estimated $688K and bringing the position to 48,883 shares worth $13.6M. The position accounts for 0.39% of the portfolio, ranked #59.

Dynamic Advisor Solutions first reported a position in IWM in Q1 2018 and has held it in 35 quarters since. The position peaked at $18.8M in Q3 2025. 571 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Dynamic Advisor Solutions held 48,883 shares of iShares Russell 2000 ETF worth $13.6M as of Q3 2026.
Dynamic Advisor Solutions bought 2,344 iShares Russell 2000 ETF shares in Q3 2026, an estimated $688K.
iShares Russell 2000 ETF made up 0.39% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #59 holding.
Dynamic Advisor Solutions first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 35 quarters since.
Dynamic Advisor Solutions's iShares Russell 2000 ETF position peaked at $18.8M in Q3 2025.
571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.