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Independent Wealth Network’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Wealth Network’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 		$792K Buy
2,849
+33
+1% +$9.7K 0.2% 138
2026
Q2 		$846K Buy
2,816
+67
+2% +$18.8K 0.22% 124
2026
Q1 		$682K Buy
2,749
+12
+0.4% +$3.1K 0.2% 127
2025
Q4 		$674K Buy
2,737
+233
+9% +$57.3K 0.21% 118
2025
Q3 		$606K Buy
2,504
+27
+1% +$6.2K 0.19% 126
2025
Q2 		$534K Buy
2,477
+62
+3% +$12.5K 0.19% 132
2025
Q1 		$482K Sell
2,415
-167
-6% -$36.2K 0.19% 134
2024
Q4 		$571K Buy
2,582
+744
+40% +$170K 0.23% 111
2024
Q3 		$406K Buy
1,838
+56
+3% +$12K 0.18% 135
2024
Q2 		$362K Buy
1,782
+144
+9% +$29.1K 0.17% 144
2024
Q1 		$344K Buy
1,638
+462
+39% +$92.2K 0.16% 151
2023
Q4 		$236K Buy
+1,176
New +$211K 0.12% 177

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

Independent Wealth Network's IWM Position: Q3 2026 in Review

Independent Wealth Network increased its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q3 2026, buying an estimated $9.7K and bringing the position to 2,849 shares worth $792K. The position accounts for 0.2% of the portfolio, ranked #138.

Independent Wealth Network first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $846K in Q2 2026. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Independent Wealth Network held 2,849 shares of iShares Russell 2000 ETF worth $792K as of Q3 2026.
  • Independent Wealth Network bought 33 iShares Russell 2000 ETF shares in Q3 2026, an estimated $9.7K.
  • iShares Russell 2000 ETF made up 0.2% of Independent Wealth Network's portfolio in Q3 2026, its #138 holding.
  • Independent Wealth Network first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Independent Wealth Network's iShares Russell 2000 ETF position peaked at $846K in Q2 2026.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.