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Heritage Wealth Architects’s iShares Russell 2000 ETF IWM Stock Holding History

Heritage Wealth Architects’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 		$355K Sell
1,261
-506
-29% -$149K 0.14% 50
2026
Q2 		$519K Hold
1,767
– – 0.21% 47
2026
Q1 		$493K Hold
1,767
– – 0.21% 49
2025
Q4 		$468K Sell
1,767
-298
-14% -$73.3K 0.22% 47
2025
Q3 		$500K Buy
+2,065
New +$474K 0.31% 39

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

Heritage Wealth Architects's IWM Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares Russell 2000 ETF (IWM) stake by 29% in Q3 2026, selling an estimated $149K and leaving 1,261 shares worth $355K. The position accounts for 0.14% of the portfolio, ranked #50.

Heritage Wealth Architects first reported a position in IWM in Q3 2025 and has held it in 5 quarters since. The position peaked at $519K in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Heritage Wealth Architects held 1,261 shares of iShares Russell 2000 ETF worth $355K as of Q3 2026.
  • Heritage Wealth Architects sold 506 iShares Russell 2000 ETF shares in Q3 2026, an estimated $149K.
  • iShares Russell 2000 ETF made up 0.14% of Heritage Wealth Architects's portfolio in Q3 2026, its #50 holding.
  • Heritage Wealth Architects first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's iShares Russell 2000 ETF position peaked at $519K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.