GoalVest Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

GoalVest Advisory’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	$206K	Sell	740 -45	-6%	-$13.2K	0.04%	122
2026 Q2	$236K	Hold	785	–	–	0.04%	117
2026 Q1	$195K	Sell	785 -50	-6%	-$12.9K	0.04%	149
2025 Q4	$206K	Sell	835 -226	-21%	-$55.6K	0.04%	146
2025 Q3	$257K	Hold	1,061	–	–	0.05%	119
2025 Q2	$229K	Buy	1,061 +740	+231%	+$149K	0.06%	120
2025 Q1	$64K	Hold	321	–	–	0.02%	170
2024 Q4	$70.9K	Hold	321	–	–	0.02%	165
2024 Q3	$70.9K	Hold	321	–	–	0.02%	162
2024 Q2	$65.1K	Sell	321 -71	-18%	-$14.3K	0.02%	157
2024 Q1	$82.4K	Buy	392 +8	+2%	+$1.6K	0.03%	163
2023 Q4	$77.1K	Sell	384 -426	-53%	-$76.3K	0.03%	108
2023 Q3	$143K	Buy	810 +321	+66%	+$60.3K	0.07%	84
2023 Q2	$91.6K	Buy	489 +331	+209%	+$59K	0.05%	103
2023 Q1	$28.2K	Sell	158 -27	-15%	-$4.97K	0.02%	150
2022 Q4	$32.3K	Hold	185	–	–	0.02%	130
2022 Q3	$31K	Sell	185 -380	-67%	-$69.3K	0.02%	132
2022 Q2	$98K	Hold	565	–	–	0.06%	128
2022 Q1	$116K	Buy	+565	New	+$115K	0.07%	123
2021 Q2	$130K	Hold	565	–	–	0.08%	125
2021 Q1	$125K	Sell	565 -31	-5%	-$6.77K	0.09%	110
2020 Q4	$117K	Buy	+596	New	+$104K	0.1%	97

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

GoalVest Advisory's IWM Position: Q3 2026 in Review

GoalVest Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q3 2026, selling an estimated $13.2K and leaving 740 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #122.

GoalVest Advisory first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $257K in Q3 2025. 2,223 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

GoalVest Advisory held 740 shares of iShares Russell 2000 ETF worth $206K as of Q3 2026.
GoalVest Advisory sold 45 iShares Russell 2000 ETF shares in Q3 2026, an estimated $13.2K.
iShares Russell 2000 ETF made up 0.04% of GoalVest Advisory's portfolio in Q3 2026, its #122 holding.
GoalVest Advisory first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
GoalVest Advisory's iShares Russell 2000 ETF position peaked at $257K in Q3 2025.
2,223 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.