Kaydan Wealth Management
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Kaydan Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Kaydan Wealth Management’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 		$26.1M Buy
93,796
+23,370
+33% +$6.86M 8.95% 2
2026
Q2 		$21.2M Buy
70,426
+53,453
+315% +$15M 6.45% 4
2026
Q1 		$4.21M Buy
16,973
+535
+3% +$138K 1.41% 15
2025
Q4 		$4.05M Buy
16,438
+163
+1% +$40.1K 1.17% 18
2025
Q3 		$3.94M Buy
16,275
+914
+6% +$210K 1.13% 21
2025
Q2 		$3.31M Buy
15,361
+2,287
+17% +$460K 1.09% 20
2025
Q1 		$2.61M Sell
13,074
-82,559
-86% -$17.9M 0.84% 21
2024
Q4 		$21.1M Buy
95,633
+84,463
+756% +$19.3M 7.02% 5
2024
Q3 		$2.47M Buy
11,170
+256
+2% +$54.8K 0.73% 18
2024
Q2 		$2.21M Buy
10,914
+734
+7% +$148K 0.78% 21
2024
Q1 		$2.14M Buy
10,180
+1,168
+13% +$233K 0.73% 20
2023
Q4 		$1.81M Buy
9,012
+511
+6% +$91.5K 0.74% 23
2023
Q3 		$1.5M Sell
8,501
-159,579
-95% -$30M 0.6% 22
2023
Q2 		$31.5M Buy
168,080
+79,264
+89% +$14.1M 13.19% 3
2023
Q1 		$15.8M Buy
88,816
+38,885
+78% +$7.16M 6.5% 5
2022
Q4 		$8.71M Buy
49,931
+44,446
+810% +$7.9M 3.48% 6
2022
Q3 		$905K Buy
5,485
+1,351
+33% +$246K 0.5% 26
2022
Q2 		$700K Sell
4,134
-33
-0.8% -$6.08K 0.39% 36
2022
Q1 		$855K Buy
4,167
+412
+11% +$84K 0.38% 38
2021
Q4 		$835K Buy
+3,755
New +$848K 0.32% 40

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

Kaydan Wealth Management's IWM Position: Q3 2026 in Review

Kaydan Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 33% in Q3 2026, buying an estimated $6.86M and bringing the position to 93,796 shares worth $26.1M. The position accounts for 8.95% of the portfolio, ranked #2.

Kaydan Wealth Management first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $31.5M in Q2 2023. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Kaydan Wealth Management held 93,796 shares of iShares Russell 2000 ETF worth $26.1M as of Q3 2026.
  • Kaydan Wealth Management bought 23,370 iShares Russell 2000 ETF shares in Q3 2026, an estimated $6.86M.
  • iShares Russell 2000 ETF made up 8.95% of Kaydan Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Kaydan Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's iShares Russell 2000 ETF position peaked at $31.5M in Q2 2023.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.