Fiduciary Alliance
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Fiduciary Alliance’s iShares Russell 2000 ETF IWM Stock Holding History

Fiduciary Alliance’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 		$1.38M Sell
4,958
-217
-4% -$63.7K 0.1% 191
2026
Q2 		$1.55M Sell
5,175
-22
-0.4% -$6.18K 0.11% 209
2026
Q1 		$1.4M Buy
5,197
+683
+15% +$176K 0.08% 226
2025
Q4 		$1.11M Buy
4,514
+648
+17% +$159K 0.07% 228
2025
Q3 		$935K Buy
3,866
+238
+7% +$54.6K 0.06% 246
2025
Q2 		$783K Buy
3,628
+1,252
+53% +$252K 0.06% 258
2025
Q1 		$474K Buy
2,376
+109
+5% +$23.6K 0.05% 265
2024
Q4 		$501K Sell
2,267
-371
-14% -$84.6K 0.05% 234
2024
Q3 		$583K Buy
2,638
+332
+14% +$71K 0.08% 143
2024
Q2 		$465K Buy
2,306
+101
+5% +$20.4K 0.08% 136
2024
Q1 		$459K Sell
2,205
-7
-0.3% -$1.4K 0.08% 129
2023
Q4 		$444K Buy
2,212
+115
+5% +$20.6K 0.09% 119
2023
Q3 		$371K Sell
2,097
-123
-6% -$23.1K 0.09% 126
2023
Q2 		$416K Buy
2,220
+18
+0.8% +$3.21K 0.09% 110
2023
Q1 		$393K Buy
2,202
+18
+0.8% +$3.31K 0.1% 105
2022
Q4 		$381K Buy
+2,184
New +$388K 0.1% 100

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Fiduciary Alliance's IWM Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q3 2026, selling an estimated $63.7K and leaving 4,958 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #191.

Fiduciary Alliance first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q2 2026. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Fiduciary Alliance held 4,958 shares of iShares Russell 2000 ETF worth $1.38M as of Q3 2026.
  • Fiduciary Alliance sold 217 iShares Russell 2000 ETF shares in Q3 2026, an estimated $63.7K.
  • iShares Russell 2000 ETF made up 0.1% of Fiduciary Alliance's portfolio in Q3 2026, its #191 holding.
  • Fiduciary Alliance first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's iShares Russell 2000 ETF position peaked at $1.55M in Q2 2026.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.