Foster Group
IWM icon

Foster Group’s iShares Russell 2000 ETF IWM Stock Holding History

Foster Group’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 		$10.2M Sell
36,797
-3,470
-9% -$1.02M 0.28% 42
2026
Q2 		$12.1M Sell
40,267
-839
-2% -$236K 0.32% 41
2026
Q1 		$10.2M Sell
41,106
-1,732
-4% -$447K 0.3% 41
2025
Q4 		$10.5M Sell
42,838
-7,517
-15% -$1.85M 0.32% 42
2025
Q3 		$12.2M Sell
50,355
-3,714
-7% -$852K 0.38% 40
2025
Q2 		$11.7M Sell
54,069
-5,394
-9% -$1.09M 0.4% 39
2025
Q1 		$11.9M Sell
59,463
-8,010
-12% -$1.74M 0.44% 37
2024
Q4 		$14.9M Sell
67,473
-36,508
-35% -$8.32M 0.57% 34
2024
Q3 		$23M Sell
103,981
-8,471
-8% -$1.81M 0.86% 32
2024
Q2 		$22.8M Sell
112,452
-6,371
-5% -$1.29M 0.9% 31
2024
Q1 		$25M Sell
118,823
-4,030
-3% -$804K 1.24% 22
2023
Q4 		$21.7M Hold
122,853
– – 1.33% 20
2023
Q3 		$21.7M Sell
122,853
-812
-0.7% -$152K 1.33% 20
2023
Q2 		$23.2M Sell
123,665
-1,562
-1% -$278K 1.39% 19
2023
Q1 		$22.3M Sell
125,227
-1,069
-0.8% -$197K 1.41% 19
2022
Q4 		$22M Sell
126,296
-4,420
-3% -$786K 1.65% 13
2022
Q3 		$21.6M Sell
130,716
-3,582
-3% -$653K 1.77% 13
2022
Q2 		$22.7M Sell
134,298
-3,263
-2% -$602K 1.62% 15
2022
Q1 		$28.2M Sell
137,561
-17,598
-11% -$3.59M 2.32% 10
2021
Q4 		$34.5M Sell
155,159
-7,077
-4% -$1.6M 3% 9
2021
Q3 		$35.5M Sell
162,236
-315
-0.2% -$69.8K 3.47% 8
2021
Q2 		$37.3M Sell
162,551
-717
-0.4% -$161K 4.29% 6
2021
Q1 		$36.1M Buy
163,268
+668
+0.4% +$146K 5.57% 5
2020
Q4 		$32.2M Buy
+162,600
New +$28.5M 5.96% 5

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Foster Group's IWM Position: Q3 2026 in Review

Foster Group reduced its iShares Russell 2000 ETF (IWM) stake by 8.6% in Q3 2026, selling an estimated $1.02M and leaving 36,797 shares worth $10.2M. The position accounts for 0.28% of the portfolio, ranked #42.

Foster Group first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $37.3M in Q2 2021. 536 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Foster Group held 36,797 shares of iShares Russell 2000 ETF worth $10.2M as of Q3 2026.
  • Foster Group sold 3,470 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.02M.
  • iShares Russell 2000 ETF made up 0.28% of Foster Group's portfolio in Q3 2026, its #42 holding.
  • Foster Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Foster Group's iShares Russell 2000 ETF position peaked at $37.3M in Q2 2021.
  • 536 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.