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

Goldstein 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 		$758K Hold
2,728
– – 0.07% 97
2026
Q2 		$820K Hold
2,728
– – 0.07% 94
2026
Q1 		$677K Sell
2,728
-188
-6% -$48.5K 0.08% 88
2025
Q4 		$718K Buy
2,916
+297
+11% +$73K 0.08% 82
2025
Q3 		$634K Sell
2,619
-812
-24% -$186K 0.08% 89
2025
Q2 		$740K Buy
3,431
+476
+16% +$95.8K 0.1% 70
2025
Q1 		$589K Hold
2,955
– – 0.09% 81
2024
Q4 		$653K Sell
2,955
-96
-3% -$21.9K 0.09% 75
2024
Q3 		$674K Hold
3,051
– – 0.1% 72
2024
Q2 		$619K Hold
3,051
– – 0.1% 69
2024
Q1 		$642K Buy
3,051
+299
+11% +$59.6K 0.11% 66
2023
Q4 		$552K Buy
2,752
+1,440
+110% +$258K 0.09% 96
2023
Q3 		$232K Buy
+1,312
New +$246K 0.05% 121

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Goldstein Advisors's IWM Position: Q3 2026 in Review

Goldstein Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,728 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #97.

Goldstein Advisors first reported a position in IWM in Q3 2023 and has held it in 13 quarters since. The position peaked at $820K in Q2 2026. 1,751 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Goldstein Advisors held 2,728 shares of iShares Russell 2000 ETF worth $758K as of Q3 2026.
  • Goldstein Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.07% of Goldstein Advisors's portfolio in Q3 2026, its #97 holding.
  • Goldstein Advisors first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 13 quarters since.
  • Goldstein Advisors's iShares Russell 2000 ETF position peaked at $820K in Q2 2026.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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