Financial Management Network
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Financial Management Network’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Management Network’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 		$738K Buy
2,620
+1
+0% +$294 0.11% 112
2026
Q2 		$770K Sell
2,619
-19
-0.7% -$5.34K 0.11% 108
2026
Q1 		$691K Buy
2,638
+1
+0% +$258 0.11% 106
2025
Q4 		$656K Buy
2,637
+1
+0% +$246 0.1% 108
2025
Q3 		$651K Buy
2,636
+81
+3% +$18.6K 0.11% 106
2025
Q2 		$570K Buy
2,555
+1
+0% +$201 0.1% 108
2025
Q1 		$459K Buy
2,554
+1
+0% +$217 0.1% 110
2024
Q4 		$573K Sell
2,553
-8
-0.3% -$1.82K 0.12% 100
2024
Q3 		$561K Buy
2,561
+140
+6% +$30K 0.12% 102
2024
Q2 		$486K Sell
2,421
-3
-0.1% -$606 0.12% 102
2024
Q1 		$494K Buy
2,424
+4
+0.2% +$798 0.12% 98
2023
Q4 		$468K Buy
2,420
+841
+53% +$151K 0.14% 90
2023
Q3 		$270K Buy
1,579
+14
+0.9% +$2.63K 0.09% 123
2023
Q2 		$294K Sell
1,565
-1,610
-51% -$287K 0.1% 120
2023
Q1 		$557K Hold
3,175
– – 0.22% 73
2022
Q4 		$557K Buy
3,175
+2
+0.1% +$356 0.25% 77
2022
Q3 		$559K Sell
3,173
-158
-5% -$28.8K 0.28% 73
2022
Q2 		$571K Buy
3,331
+160
+5% +$29.5K 0.3% 66
2022
Q1 		$659K Sell
3,171
-153
-5% -$31.2K 0.33% 58
2021
Q4 		$748K Buy
3,324
+53
+2% +$12K 0.34% 58
2021
Q3 		$721K Buy
3,271
+1
+0% +$222 0.37% 60
2021
Q2 		$749K Buy
3,270
+1
+0% +$225 0.38% 55
2021
Q1 		$739K Buy
3,269
+571
+21% +$125K 0.38% 56
2020
Q4 		$578K Buy
+2,698
New +$472K 0.36% 57

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Financial Management Network's IWM Position: Q3 2026 in Review

Financial Management Network increased its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q3 2026, buying an estimated $294 and bringing the position to 2,620 shares worth $738K. The position accounts for 0.11% of the portfolio, ranked #112.

Financial Management Network first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $770K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Financial Management Network held 2,620 shares of iShares Russell 2000 ETF worth $738K as of Q3 2026.
  • Financial Management Network bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
  • iShares Russell 2000 ETF made up 0.11% of Financial Management Network's portfolio in Q3 2026, its #112 holding.
  • Financial Management Network first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's iShares Russell 2000 ETF position peaked at $770K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.