IFS Advisors
IWM icon

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

IFS 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 		$29.2K Hold
105
– – 0.01% 231
2026
Q2 		$31.5K Hold
105
– – 0.02% 75
2026
Q1 		$26K Hold
105
– – 0.01% 75
2025
Q4 		$25.8K Hold
105
– – 0.01% 61
2025
Q3 		$25.4K Hold
105
– – 0.01% 60
2025
Q2 		$22.7K Buy
+105
New +$21.1K 0.02% 58

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
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
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

IFS Advisors's IWM Position: Q3 2026 in Review

IFS Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 105 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #231.

IFS Advisors first reported a position in IWM in Q2 2025 and has held it in 6 quarters since. The position peaked at $31.5K in Q2 2026. 818 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • IFS Advisors held 105 shares of iShares Russell 2000 ETF worth $29.2K as of Q3 2026.
  • IFS Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #231 holding.
  • IFS Advisors first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 6 quarters since.
  • IFS Advisors's iShares Russell 2000 ETF position peaked at $31.5K in Q2 2026.
  • 818 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.