Investors Research Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Investors Research Corp’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	$270K	Sell	973 -972	-50%	-$285K	0.05%	238
2026 Q2	$584K	Sell	1,945 -973	-33%	-$273K	0.1%	157
2026 Q1	$724K	Sell	2,918 -190	-6%	-$49K	0.14%	134
2025 Q4	$765K	Hold	3,108	–	–	0.14%	135
2025 Q3	$752K	Sell	3,108 -270	-8%	-$62K	0.14%	151
2025 Q2	$729K	Hold	3,378	–	–	0.14%	151
2025 Q1	$674K	Buy	3,378 +58	+2%	+$12.6K	0.15%	151
2024 Q4	$734K	Hold	3,320	–	–	0.16%	147
2024 Q3	$733K	Hold	3,320	–	–	0.16%	157
2024 Q2	$674K	Hold	3,320	–	–	0.16%	168
2024 Q1	$698K	Sell	3,320 -84	-2%	-$16.8K	0.16%	165
2023 Q4	$683K	Hold	3,404	–	–	0.16%	159
2023 Q3	$602K	Hold	3,404	–	–	0.16%	174
2023 Q2	$637K	Hold	3,404	–	–	0.16%	162
2023 Q1	$607K	Hold	3,404	–	–	0.16%	174
2022 Q4	$594K	Buy	3,404 +12	+0.4%	+$2.13K	0.16%	180
2022 Q3	$559K	Buy	3,392 +42	+1%	+$7.66K	0.17%	165
2022 Q2	$567K	Buy	3,350 +42	+1%	+$7.74K	0.17%	175
2022 Q1	$679K	Hold	3,308	–	–	0.19%	145
2021 Q4	$736K	Hold	3,308	–	–	0.22%	126
2021 Q3	$724K	Hold	3,308	–	–	0.24%	125
2021 Q2	$759K	Hold	3,308	–	–	0.26%	124
2021 Q1	$731K	Hold	3,308	–	–	0.28%	128
2020 Q4	$649K	Hold	3,308	–	–	0.26%	139
2020 Q3	$496K	Hold	3,308	–	–	0.24%	132
2020 Q2	$474K	Hold	3,308	–	–	0.24%	143
2020 Q1	$379K	Hold	3,308	–	–	0.24%	154
2019 Q4	$548K	Hold	3,308	–	–	0.25%	135
2019 Q3	$501K	Buy	+3,308	New	+$505K	0.25%	133

Other funds holding IWM

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

Investors Research Corp's IWM Position: Q3 2026 in Review

Investors Research Corp reduced its iShares Russell 2000 ETF (IWM) stake by 50% in Q3 2026, selling an estimated $285K and leaving 973 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #238.

Investors Research Corp first reported a position in IWM in Q3 2019 and has held it in 29 quarters since. The position peaked at $765K in Q4 2025. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Investors Research Corp held 973 shares of iShares Russell 2000 ETF worth $270K as of Q3 2026.
Investors Research Corp sold 972 iShares Russell 2000 ETF shares in Q3 2026, an estimated $285K.
iShares Russell 2000 ETF made up 0.05% of Investors Research Corp's portfolio in Q3 2026, its #238 holding.
Investors Research Corp first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 29 quarters since.
Investors Research Corp's iShares Russell 2000 ETF position peaked at $765K in Q4 2025.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.