KIG
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Kessler Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Kessler Investment Group’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 		– Sell
-1,429
Closed -$429K – 84
2026
Q2 		$429K Hold
1,429
– – 0.18% 54
2026
Q1 		$354K Buy
1,429
+85
+6% +$21.9K 0.17% 59
2025
Q4 		$331K Buy
1,344
+1
+0.1% +$246 0.14% 70
2025
Q3 		$325K Sell
1,343
-60
-4% -$13.8K 0.14% 69
2025
Q2 		$303K Buy
1,403
+16
+1% +$3.22K 0.12% 71
2025
Q1 		$277K Sell
1,387
-182
-12% -$39.5K 0.14% 71
2024
Q4 		$347K Sell
1,569
-307
-16% -$70K 0.16% 65
2024
Q3 		$415K Buy
1,876
+1,852
+7,717% +$396K 0.21% 61
2024
Q2 		$4.91K Sell
24
-144
-86% -$29.1K ﹤0.01% 145
2024
Q1 		$35.4K Buy
+168
New +$33.5K 0.02% 95
2023
Q4 		– Sell
-50
Closed -$8.88K – 173
2023
Q3 		$8.88K Buy
50
+5
+11% +$939 0.01% 117
2023
Q2 		$8.61K Hold
45
– – 0.01% 125
2023
Q1 		$8.06K Buy
+45
New +$8.29K 0.01% 132
2022
Q1 		– Sell
-53
Closed -$12K – 188
2021
Q4 		$12K Sell
53
-614
-92% -$139K 0.01% 132
2021
Q3 		$146K Buy
+667
New +$148K 0.1% 71
2017
Q1 		– Sell
-400
Closed -$54K – 104
2016
Q4 		$54K Buy
+400
New +$51.1K 0.06% 62
2015
Q4 		– Sell
-3,900
Closed -$426K – 104
2015
Q3 		$426K Buy
+3,900
New +$462K 0.7% 41

Other funds holding IWM

SP
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
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Kessler Investment Group's IWM Position: Q3 2026 in Review

Kessler Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 1,429 shares — an estimated $429K sold.

Kessler Investment Group first reported a position in IWM in Q3 2015 and held it in 17 quarters. The position peaked at $429K in Q2 2026. 96 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Kessler Investment Group reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Kessler Investment Group sold 1,429 iShares Russell 2000 ETF shares in Q3 2026, an estimated $429K.
  • Kessler Investment Group first reported a position in iShares Russell 2000 ETF in Q3 2015 and held it in 17 quarters.
  • Kessler Investment Group's iShares Russell 2000 ETF position peaked at $429K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Kessler Investment Group's 13F filing for Q3 2026, filed 8 Oct 2026.