Financial Freedom LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Freedom LLC’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	$8.1K	Buy	+29	New	+$8.52K	﹤0.01%	275
2026 Q2	–	Sell	-29	Closed	-$7.2K	–	255
2026 Q1	$7.2K	Hold	29	–	–	﹤0.01%	333
2025 Q4	$7.13K	Hold	29	–	–	﹤0.01%	283
2025 Q3	$6.98K	Hold	29	–	–	﹤0.01%	291
2025 Q2	$6.21K	Hold	29	–	–	﹤0.01%	301
2025 Q1	$5.73K	Hold	29	–	–	﹤0.01%	309
2024 Q4	$6.33K	Hold	29	–	–	﹤0.01%	307
2024 Q3	$6.31K	Buy	29 +1	+4%	+$214	﹤0.01%	303
2024 Q2	$5.77K	Hold	28	–	–	﹤0.01%	312
2024 Q1	$5.97K	Buy	+28	New	+$5.59K	﹤0.01%	307

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Financial Freedom LLC's IWM Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 29 shares worth $8.1K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in IWM as recently as Q1 2026.

Financial Freedom LLC first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Financial Freedom LLC held 29 shares of iShares Russell 2000 ETF worth $8.1K as of Q3 2026.
iShares Russell 2000 ETF was a new Financial Freedom LLC position in Q3 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Financial Freedom LLC's portfolio in Q3 2026, its #275 holding.
Financial Freedom LLC first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.