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

Flagstone Financial Management’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	$489K	Hold	1,758	–	–	0.11%	43
2026 Q2	$528K	Hold	1,758	–	–	0.12%	43
2026 Q1	$436K	Hold	1,758	–	–	0.11%	47
2025 Q4	$433K	Hold	1,758	–	–	0.11%	43
2025 Q3	$425K	Hold	1,758	–	–	0.11%	43
2025 Q2	$379K	Sell	1,758 -7	-0.4%	-$1.41K	0.11%	43
2025 Q1	$352K	Hold	1,765	–	–	0.11%	40
2024 Q4	$390K	Buy	1,765 +7	+0.4%	+$1.6K	0.13%	39
2024 Q3	$388K	Buy	1,758 +293	+20%	+$62.7K	0.13%	40
2024 Q2	$297K	Hold	1,465	–	–	0.11%	41
2024 Q1	$308K	Hold	1,465	–	–	0.12%	38
2023 Q4	$294K	Hold	1,465	–	–	0.12%	39
2023 Q3	$259K	Hold	1,465	–	–	0.12%	35
2023 Q2	$274K	Hold	1,465	–	–	0.13%	35
2023 Q1	$261K	Hold	1,465	–	–	0.13%	36
2022 Q4	$255K	Buy	+1,465	New	+$261K	0.16%	38

Other funds holding IWM

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Flagstone Financial Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,758 shares worth $489K. The position accounts for 0.11% of the portfolio, ranked #43.

Flagstone Financial Management first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $528K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Flagstone Financial Management held 1,758 shares of iShares Russell 2000 ETF worth $489K as of Q3 2026.
Flagstone Financial Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.11% of Flagstone Financial Management's portfolio in Q3 2026, its #43 holding.
Flagstone Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
Flagstone Financial Management's iShares Russell 2000 ETF position peaked at $528K in Q2 2026.
1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.