Finley Financial
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Finley Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Finley Financial’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 		$24.1M Sell
86,319
-258
-0.3% -$75.8K 9.95% 2
2026
Q2 		$26M Sell
86,577
-1,680
-2% -$472K 10.47% 2
2026
Q1 		$21.9M Sell
88,257
-90
-0.1% -$23.2K 10.25% 2
2025
Q4 		$21.7M Sell
88,347
-185
-0.2% -$45.5K 9.96% 2
2025
Q3 		$21.4M Buy
88,532
+1,124
+1% +$258K 9.91% 2
2025
Q2 		$18.9M Sell
87,408
-375
-0.4% -$75.5K 9.48% 2
2025
Q1 		$17.2M Buy
87,783
+333
+0.4% +$72.2K 9.59% 2
2024
Q4 		$19.6M Buy
+87,450
New +$19.9M 10.2% 2

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

Finley Financial's IWM Position: Q3 2026 in Review

Finley Financial reduced its iShares Russell 2000 ETF (IWM) stake by 0.3% in Q3 2026, selling an estimated $75.8K and leaving 86,319 shares worth $24.1M. The position accounts for 9.95% of the portfolio, ranked #2.

Finley Financial first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $26M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Finley Financial held 86,319 shares of iShares Russell 2000 ETF worth $24.1M as of Q3 2026.
  • Finley Financial sold 258 iShares Russell 2000 ETF shares in Q3 2026, an estimated $75.8K.
  • iShares Russell 2000 ETF made up 9.95% of Finley Financial's portfolio in Q3 2026, its #2 holding.
  • Finley Financial first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • Finley Financial's iShares Russell 2000 ETF position peaked at $26M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Finley Financial's 13F filing for Q3 2026, filed 28 Oct 2026.