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Heartwood Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Heartwood Wealth 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 		$1.16M Hold
4,186
– – 0.09% 98
2026
Q2 		$1.26M Sell
4,186
-75
-2% -$21.1K 0.1% 93
2026
Q1 		$1.06M Buy
4,261
+64
+2% +$16.5K 0.09% 95
2025
Q4 		$1.03M Sell
4,197
-39
-0.9% -$9.59K 0.1% 86
2025
Q3 		$1.02M Buy
4,236
+105
+3% +$24.1K 0.1% 85
2025
Q2 		$891K Hold
4,131
– – 0.09% 90
2025
Q1 		$824K Sell
4,131
-4
-0.1% -$868 0.09% 82
2024
Q4 		$914K Hold
4,135
– – 0.1% 73
2024
Q3 		$913K Buy
4,135
+69
+2% +$14.8K 0.1% 75
2024
Q2 		$825K Hold
4,066
– – 0.1% 78
2024
Q1 		$855K Buy
4,066
+198
+5% +$39.5K 0.11% 70
2023
Q4 		$776K Hold
3,868
– – 0.1% 63
2023
Q3 		$684K Hold
3,868
– – 0.1% 68
2023
Q2 		$724K Hold
3,868
– – 0.1% 68
2023
Q1 		$690K Buy
3,868
+1,482
+62% +$273K 0.1% 67
2022
Q4 		$416K Buy
+2,386
New +$424K 0.07% 85
2022
Q3 		– Sell
-1,549
Closed -$262K – 117
2022
Q2 		$262K Buy
1,549
+155
+11% +$28.6K 0.04% 101
2022
Q1 		$286K Buy
1,394
+25
+2% +$5.1K 0.04% 100
2021
Q4 		$305K Hold
1,369
– – 0.05% 87
2021
Q3 		$299K Buy
+1,369
New +$303K 0.05% 81

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Heartwood Wealth Advisors's IWM Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 4,186 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #98.

Heartwood Wealth Advisors first reported a position in IWM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q2 2026. 97 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Heartwood Wealth Advisors held 4,186 shares of iShares Russell 2000 ETF worth $1.16M as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.09% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #98 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Heartwood Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.26M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.