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E&G Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

E&G 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 		$6.28M Buy
22,603
+284
+1% +$83.4K 1.21% 17
2026
Q2 		$6.71M Buy
22,319
+23
+0.1% +$6.46K 1.3% 14
2026
Q1 		$5.53M Buy
22,296
+461
+2% +$119K 1.23% 15
2025
Q4 		$5.37M Sell
21,835
-107
-0.5% -$26.3K 1.2% 16
2025
Q3 		$5.31M Sell
21,942
-180
-0.8% -$41.3K 1.24% 17
2025
Q2 		$4.77M Buy
22,122
+310
+1% +$62.4K 1.24% 17
2025
Q1 		$4.35M Buy
21,812
+188
+0.9% +$40.8K 1.23% 19
2024
Q4 		$4.78M Buy
21,624
+1,899
+10% +$433K 1.3% 16
2024
Q3 		$4.36M Buy
19,725
+3,859
+24% +$826K 1.21% 17
2024
Q2 		$3.22M Buy
15,866
+591
+4% +$119K 0.95% 20
2024
Q1 		$3.21M Buy
15,275
+3,933
+35% +$785K 1.01% 20
2023
Q4 		$2.28M Buy
11,342
+6,081
+116% +$1.09M 0.81% 24
2023
Q3 		$930K Buy
5,261
+38
+0.7% +$7.13K 0.34% 70
2023
Q2 		$978K Buy
5,223
+755
+17% +$135K 0.34% 68
2023
Q1 		$797K Sell
4,468
-1,020
-19% -$188K 0.3% 80
2022
Q4 		$957K Sell
5,488
-217
-4% -$38.6K 0.36% 70
2022
Q3 		$941K Sell
5,705
-165
-3% -$30.1K 0.35% 65
2022
Q2 		$994K Sell
5,870
-2,480
-30% -$457K 0.34% 67
2022
Q1 		$1.71M Sell
8,350
-165
-2% -$33.7K 0.47% 42
2021
Q4 		$1.89M Buy
8,515
+2,118
+33% +$479K 0.47% 44
2021
Q3 		$1.4M Buy
+6,397
New +$1.42M 0.38% 58
2021
Q2 		– Sell
-2,942
Closed -$661K – 55
2021
Q1 		$650K Buy
2,942
+750
+34% +$164K 0.19% 103
2020
Q4 		$430K Buy
+2,192
New +$384K 0.13% 128

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

E&G Advisors's IWM Position: Q3 2026 in Review

E&G Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2026, buying an estimated $83.4K and bringing the position to 22,603 shares worth $6.28M. The position accounts for 1.21% of the portfolio, ranked #17.

E&G Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.71M in Q2 2026. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • E&G Advisors held 22,603 shares of iShares Russell 2000 ETF worth $6.28M as of Q3 2026.
  • E&G Advisors bought 284 iShares Russell 2000 ETF shares in Q3 2026, an estimated $83.4K.
  • iShares Russell 2000 ETF made up 1.21% of E&G Advisors's portfolio in Q3 2026, its #17 holding.
  • E&G Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • E&G Advisors's iShares Russell 2000 ETF position peaked at $6.71M in Q2 2026.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.