Flagstar Advisors
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Flagstar Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Flagstar Advisors’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 		$3.61M Buy
12,995
+1,013
+8% +$297K 1.1% 25
2026
Q2 		$3.6M Sell
11,982
-524
-4% -$147K 1.09% 28
2026
Q1 		$3.1M Sell
12,506
-1,650
-12% -$426K 1.12% 29
2025
Q4 		$3.48M Sell
14,156
-1,348
-9% -$331K 1.17% 26
2025
Q3 		$3.75M Sell
15,504
-5,389
-26% -$1.24M 1.15% 23
2025
Q2 		$4.51M Sell
20,893
-3,923
-16% -$789K 1.25% 22
2025
Q1 		$4.95M Sell
24,816
-1,582
-6% -$343K 1.27% 23
2024
Q4 		$5.83M Buy
26,398
+486
+2% +$111K 1.45% 15
2024
Q3 		$5.72M Sell
25,912
-905
-3% -$194K 1.45% 19
2024
Q2 		$5.44M Sell
26,817
-1,999
-7% -$404K 1.49% 17
2024
Q1 		$6.06M Buy
28,816
+1,544
+6% +$308K 1.69% 11
2023
Q4 		$5.47M Buy
27,272
+2,263
+9% +$405K 1.73% 13
2023
Q3 		$4.44M Buy
25,009
+686
+3% +$129K 1.69% 13
2023
Q2 		$4.56M Sell
24,323
-3,355
-12% -$598K 1.71% 13
2023
Q1 		$4.94M Sell
27,678
-1,229
-4% -$226K 1.79% 11
2022
Q4 		$5.04M Sell
28,907
-430
-1% -$76.5K 1.77% 12
2022
Q3 		$4.84M Sell
29,337
-484
-2% -$88.3K 1.82% 11
2022
Q2 		$5.05M Sell
29,821
-791
-3% -$146K 1.87% 12
2022
Q1 		$6.28M Sell
30,612
-2,291
-7% -$467K 1.98% 9
2021
Q4 		$7.32M Buy
32,903
+1,308
+4% +$296K 2.25% 10
2021
Q3 		$6.91M Buy
+31,595
New +$7M 2.3% 8

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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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

Flagstar Advisors's IWM Position: Q3 2026 in Review

Flagstar Advisors increased its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q3 2026, buying an estimated $297K and bringing the position to 12,995 shares worth $3.61M. The position accounts for 1.1% of the portfolio, ranked #25.

Flagstar Advisors first reported a position in IWM in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.32M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Flagstar Advisors held 12,995 shares of iShares Russell 2000 ETF worth $3.61M as of Q3 2026.
  • Flagstar Advisors bought 1,013 iShares Russell 2000 ETF shares in Q3 2026, an estimated $297K.
  • iShares Russell 2000 ETF made up 1.1% of Flagstar Advisors's portfolio in Q3 2026, its #25 holding.
  • Flagstar Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Russell 2000 ETF position peaked at $7.32M in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.