Fairman Group
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Fairman Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fairman Group’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 		$308K Buy
1,108
+120
+12% +$35.2K 0.22% 49
2026
Q2 		$297K Buy
988
+2
+0.2% +$562 0.23% 51
2026
Q1 		$244K Buy
986
+2
+0.2% +$516 0.21% 52
2025
Q4 		$242K Buy
984
+3
+0.3% +$738 0.19% 50
2025
Q3 		$237K Sell
981
-142
-13% -$32.6K 0.19% 51
2025
Q2 		$242K Sell
1,123
-8
-0.7% -$1.61K 0.2% 47
2025
Q1 		$249K Buy
1,131
+2
+0.2% +$434 0.23% 48
2024
Q4 		$249K Buy
1,129
+3
+0.3% +$684 0.21% 50
2024
Q3 		$249K Sell
1,126
-116
-9% -$24.8K 0.22% 51
2024
Q2 		$252K Buy
1,242
+14
+1% +$2.83K 0.26% 50
2024
Q1 		$258K Buy
1,228
+25
+2% +$4.99K 0.24% 42
2023
Q4 		$241K Buy
+1,203
New +$216K 0.23% 43

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Fairman Group's IWM Position: Q3 2026 in Review

Fairman Group increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q3 2026, buying an estimated $35.2K and bringing the position to 1,108 shares worth $308K. The position accounts for 0.22% of the portfolio, ranked #49.

Fairman Group first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. 1,508 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Fairman Group held 1,108 shares of iShares Russell 2000 ETF worth $308K as of Q3 2026.
  • Fairman Group bought 120 iShares Russell 2000 ETF shares in Q3 2026, an estimated $35.2K.
  • iShares Russell 2000 ETF made up 0.22% of Fairman Group's portfolio in Q3 2026, its #49 holding.
  • Fairman Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,508 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.