Holos Integrated Wealth
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Holos Integrated Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Holos Integrated Wealth’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 		$125K Buy
459
+203
+79% +$59.6K 0.06% 114
2026
Q2 		$75.8K Hold
256
– – 0.04% 135
2026
Q1 		$64.7K Buy
256
+200
+357% +$51.6K 0.03% 140
2025
Q4 		$13.9K Hold
56
– – 0.01% 184
2025
Q3 		$13.3K Hold
56
– – 0.01% 177
2025
Q2 		$12.3K Hold
56
– – 0.01% 183
2025
Q1 		$11.2K Hold
56
– – 0.01% 191
2024
Q4 		$12.4K Buy
+56
New +$12.8K 0.01% 183

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Holos Integrated Wealth's IWM Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares Russell 2000 ETF (IWM) stake by 79% in Q3 2026, buying an estimated $59.6K and bringing the position to 459 shares worth $125K. The position accounts for 0.06% of the portfolio, ranked #114.

Holos Integrated Wealth first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. 892 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Holos Integrated Wealth held 459 shares of iShares Russell 2000 ETF worth $125K as of Q3 2026.
  • Holos Integrated Wealth bought 203 iShares Russell 2000 ETF shares in Q3 2026, an estimated $59.6K.
  • iShares Russell 2000 ETF made up 0.06% of Holos Integrated Wealth's portfolio in Q3 2026, its #114 holding.
  • Holos Integrated Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • 892 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.