Wavvest Wealth LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Wavvest Wealth 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	$529K	Buy	+1,903	New	+$559K	0.43%	58

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wavvest Wealth LLC's IWM Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 1,903 shares worth $529K. The stake represents 0.43% of the portfolio and ranks #58 among its holdings.

1,024 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Wavvest Wealth LLC held 1,903 shares of iShares Russell 2000 ETF worth $529K as of Q3 2026.
iShares Russell 2000 ETF was a new Wavvest Wealth LLC position in Q3 2026.
iShares Russell 2000 ETF made up 0.43% of Wavvest Wealth LLC's portfolio in Q3 2026, its #58 holding.
1,024 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.