Frank Rimerman Advisors
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Frank Rimerman Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Frank Rimerman 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 		$788K Buy
2,836
+104
+4% +$30.5K 0.04% 309
2026
Q2 		$821K Hold
2,732
– – 0.05% 297
2026
Q1 		$678K Hold
2,732
– – 0.04% 321
2025
Q4 		$673K Buy
2,732
+205
+8% +$50.4K 0.04% 312
2025
Q3 		$611K Hold
2,527
– – 0.04% 323
2025
Q2 		$545K Sell
2,527
-64
-2% -$12.9K 0.04% 330
2025
Q1 		$517K Hold
2,591
– – 0.04% 300
2024
Q4 		$573K Hold
2,591
– – 0.04% 277
2024
Q3 		$572K Hold
2,591
– – 0.04% 308
2024
Q2 		$526K Hold
2,591
– – 0.04% 330
2024
Q1 		$545K Hold
2,591
– – 0.1% 60
2023
Q4 		$520K Hold
2,591
– – 0.11% 62
2023
Q3 		$458K Hold
2,591
– – 0.11% 59
2023
Q2 		$485K Hold
2,591
– – 0.12% 58
2023
Q1 		$462K Hold
2,591
– – 0.13% 60
2022
Q4 		$452K Hold
2,591
– – 0.14% 55
2022
Q3 		$427K Hold
2,591
– – 0.15% 53
2022
Q2 		$439K Sell
2,591
-931
-26% -$172K 0.17% 50
2022
Q1 		$723K Hold
3,522
– – 0.23% 59
2021
Q4 		$783K Sell
3,522
-30
-0.8% -$6.78K 0.26% 53
2021
Q3 		$777K Buy
3,552
+30
+0.9% +$6.65K 0.3% 45
2021
Q2 		$808K Hold
3,522
– – 0.32% 35
2021
Q1 		$778K Hold
3,522
– – 0.34% 33
2020
Q4 		$691K Buy
+3,522
New +$616K 0.31% 40

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

Frank Rimerman Advisors's IWM Position: Q3 2026 in Review

Frank Rimerman Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q3 2026, buying an estimated $30.5K and bringing the position to 2,836 shares worth $788K. The position accounts for 0.04% of the portfolio, ranked #309.

Frank Rimerman Advisors first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $821K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Frank Rimerman Advisors held 2,836 shares of iShares Russell 2000 ETF worth $788K as of Q3 2026.
  • Frank Rimerman Advisors bought 104 iShares Russell 2000 ETF shares in Q3 2026, an estimated $30.5K.
  • iShares Russell 2000 ETF made up 0.04% of Frank Rimerman Advisors's portfolio in Q3 2026, its #309 holding.
  • Frank Rimerman Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Frank Rimerman Advisors's iShares Russell 2000 ETF position peaked at $821K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.