FFA
IWM icon

Farther Finance Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Farther Finance 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 		$27.3M Buy
98,319
+5,937
+6% +$1.74M 0.19% 94
2026
Q2 		$27.8M Sell
92,382
-1,475
-2% -$414K 0.22% 86
2026
Q1 		$23.4M Buy
93,857
+38,900
+71% +$10M 0.22% 90
2025
Q4 		$13.5M Buy
54,957
+24,155
+78% +$5.94M 0.14% 124
2025
Q3 		$7.45M Buy
30,802
+2,709
+10% +$622K 0.11% 155
2025
Q2 		$6.06M Buy
28,093
+4,381
+18% +$882K 0.12% 160
2025
Q1 		$4.73M Buy
23,712
+11,002
+87% +$2.39M 0.12% 160
2024
Q4 		$2.81M Buy
12,710
+2,249
+21% +$513K 0.1% 163
2024
Q3 		$2.31M Buy
10,461
+2,243
+27% +$480K 0.09% 186
2024
Q2 		$1.65M Sell
8,218
-815
-9% -$165K 0.08% 197
2024
Q1 		$1.88M Buy
9,033
+1,731
+24% +$345K 0.11% 153
2023
Q4 		$1.47M Buy
7,302
+5,505
+306% +$986K 0.11% 177
2023
Q3 		$318K Buy
1,797
+507
+39% +$95.2K 0.05% 283
2023
Q2 		$242K Buy
1,290
+215
+20% +$38.3K 0.05% 284
2023
Q1 		$192K Buy
1,075
+297
+38% +$54.7K 0.06% 269
2022
Q4 		$136K Buy
+778
New +$138K 0.05% 274

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's IWM Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell 2000 ETF (IWM) stake by 6.4% in Q3 2026, buying an estimated $1.74M and bringing the position to 98,319 shares worth $27.3M. The position accounts for 0.19% of the portfolio, ranked #94.

Farther Finance Advisors first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $27.8M in Q2 2026. 97 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Farther Finance Advisors held 98,319 shares of iShares Russell 2000 ETF worth $27.3M as of Q3 2026.
  • Farther Finance Advisors bought 5,937 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.74M.
  • iShares Russell 2000 ETF made up 0.19% of Farther Finance Advisors's portfolio in Q3 2026, its #94 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Russell 2000 ETF position peaked at $27.8M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.