Eclectic Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Eclectic Associates’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	$403K	Buy	1,450 +14	+1%	+$4.11K	0.05%	109
2026 Q2	$431K	Buy	1,436 +15	+1%	+$4.22K	0.05%	111
2026 Q1	$353K	Sell	1,421 -97	-6%	-$25K	0.05%	113
2025 Q4	$374K	Sell	1,518 -36	-2%	-$8.85K	0.06%	106
2025 Q3	$376K	Buy	1,554 +20	+1%	+$4.59K	0.07%	93
2025 Q2	$331K	Sell	1,534 -100	-6%	-$20.1K	0.07%	98
2025 Q1	$326K	Sell	1,634 -158	-9%	-$34.3K	0.09%	96
2024 Q4	$396K	Buy	+1,792	New	+$409K	0.12%	90

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

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

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

Eclectic Associates's IWM Position: Q3 2026 in Review

Eclectic Associates increased its iShares Russell 2000 ETF (IWM) stake by 0.97% in Q3 2026, buying an estimated $4.11K and bringing the position to 1,450 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #109.

Eclectic Associates first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $431K in Q2 2026. 665 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Eclectic Associates held 1,450 shares of iShares Russell 2000 ETF worth $403K as of Q3 2026.
Eclectic Associates bought 14 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.11K.
iShares Russell 2000 ETF made up 0.05% of Eclectic Associates's portfolio in Q3 2026, its #109 holding.
Eclectic Associates first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Eclectic Associates's iShares Russell 2000 ETF position peaked at $431K in Q2 2026.
665 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.