Dynamic Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Dynamic Wealth Strategies’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	$150K	Sell	541 -135	-20%	-$39.6K	0.08%	98
2026 Q2	$203K	Sell	676 -3	-0.4%	-$843	0.11%	80
2026 Q1	$168K	Sell	679 -16	-2%	-$4.13K	0.1%	91
2025 Q4	$171K	Hold	695	–	–	0.1%	89
2025 Q3	$168K	Sell	695 -5	-0.7%	-$1.15K	0.11%	81
2025 Q2	$151K	Buy	700 +9	+1%	+$1.81K	0.11%	82
2025 Q1	$138K	Buy	+691	New	+$150K	0.11%	86
2024 Q4	–	Sell	-653	Closed	-$144K	–	150
2024 Q3	$144K	Sell	653 -28	-4%	-$5.99K	0.12%	87
2024 Q2	$138K	Sell	681 -3	-0.4%	-$606	0.12%	84
2024 Q1	$144K	Hold	684	–	–	0.12%	84
2023 Q4	$137K	Buy	+684	New	+$123K	0.13%	78

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

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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Dynamic Wealth Strategies's IWM Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 20% in Q3 2026, selling an estimated $39.6K and leaving 541 shares worth $150K. The position accounts for 0.08% of the portfolio, ranked #98.

Dynamic Wealth Strategies first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $203K in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Dynamic Wealth Strategies held 541 shares of iShares Russell 2000 ETF worth $150K as of Q3 2026.
Dynamic Wealth Strategies sold 135 iShares Russell 2000 ETF shares in Q3 2026, an estimated $39.6K.
iShares Russell 2000 ETF made up 0.08% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #98 holding.
Dynamic Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's iShares Russell 2000 ETF position peaked at $203K in Q2 2026.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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