Kestra Advisory Services
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Kestra Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Kestra Advisory Services’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 		$68.3M Buy
245,630
+18,959
+8% +$5.57M 0.19% 102
2026
Q2 		$68.1M Buy
226,671
+1,856
+0.8% +$522K 0.22% 86
2026
Q1 		$55.8M Sell
224,815
-7,413
-3% -$1.91M 0.21% 89
2025
Q4 		$57.2M Sell
232,228
-35,724
-13% -$8.78M 0.24% 70
2025
Q3 		$64.8M Buy
267,952
+67,183
+33% +$15.4M 0.3% 58
2025
Q2 		$43.3M Buy
200,769
+18,475
+10% +$3.72M 0.21% 85
2025
Q1 		$36.4M Sell
182,294
-20,649
-10% -$4.48M 0.18% 88
2024
Q4 		$44.8M Sell
202,943
-24,556
-11% -$5.6M 0.25% 74
2024
Q3 		$50.3M Sell
227,499
-12,809
-5% -$2.74M 0.28% 66
2024
Q2 		$44.7M Buy
240,308
+25,309
+12% +$5.11M 0.25% 73
2024
Q1 		$45.2M Buy
214,999
+59,785
+39% +$11.9M 0.3% 58
2023
Q4 		$31.2M Sell
155,214
-890
-0.6% -$159K 0.25% 72
2023
Q3 		$27.6M Sell
156,104
-16,957
-10% -$3.18M 0.27% 72
2023
Q2 		$32.4M Buy
173,061
+17,885
+12% +$3.19M 0.32% 54
2023
Q1 		$27.7M Sell
155,176
-21,297
-12% -$3.92M 0.3% 63
2022
Q4 		$30.8M Sell
176,473
-6,326
-3% -$1.13M 0.27% 78
2022
Q3 		$30.1M Buy
182,799
+25,857
+16% +$4.72M 0.32% 59
2022
Q2 		$26.6M Buy
156,942
+12,333
+9% +$2.27M 0.27% 72
2022
Q1 		$29.7M Sell
144,609
-13,682
-9% -$2.79M 0.31% 61
2021
Q4 		$35.2M Sell
158,291
-5,304
-3% -$1.2M 0.36% 58
2021
Q3 		$35.8M Buy
163,595
+3,999
+3% +$887K 0.36% 54
2021
Q2 		$36.6M Buy
159,596
+9,143
+6% +$2.06M 0.42% 39
2021
Q1 		$33.2M Sell
150,453
-22,542
-13% -$4.92M 0.42% 39
2020
Q4 		$34M Buy
172,995
+65,314
+61% +$11.4M 0.39% 46
2020
Q3 		$16.1M Buy
+107,681
New +$16.2M 0.3% 72

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Kestra Advisory Services's IWM Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q3 2026, buying an estimated $5.57M and bringing the position to 245,630 shares worth $68.3M. The position accounts for 0.19% of the portfolio, ranked #102.

Kestra Advisory Services first reported a position in IWM in Q3 2020 and has held it in 25 quarters since. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Kestra Advisory Services held 245,630 shares of iShares Russell 2000 ETF worth $68.3M as of Q3 2026.
  • Kestra Advisory Services bought 18,959 iShares Russell 2000 ETF shares in Q3 2026, an estimated $5.57M.
  • iShares Russell 2000 ETF made up 0.19% of Kestra Advisory Services's portfolio in Q3 2026, its #102 holding.
  • Kestra Advisory Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 25 quarters since.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.