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

Kestra Private Wealth 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 		$16.7M Buy
60,236
+2,229
+4% +$655K 0.18% 132
2026
Q2 		$17.4M Sell
58,007
-931
-2% -$262K 0.19% 126
2026
Q1 		$14.6M Buy
58,938
+5,439
+10% +$1.4M 0.18% 125
2025
Q4 		$13.2M Buy
53,499
+1,614
+3% +$397K 0.16% 136
2025
Q3 		$12.6M Sell
51,885
-645
-1% -$148K 0.16% 134
2025
Q2 		$11.3M Sell
52,530
-2,957
-5% -$595K 0.16% 137
2025
Q1 		$11.1M Sell
55,487
-4,770
-8% -$1.03M 0.18% 123
2024
Q4 		$13.3M Buy
60,257
+2,960
+5% +$675K 0.23% 94
2024
Q3 		$12.7M Buy
57,297
+23,874
+71% +$5.11M 0.23% 96
2024
Q2 		$6.78M Buy
33,423
+1,918
+6% +$388K 0.14% 166
2024
Q1 		$6.63M Buy
31,505
+2,327
+8% +$464K 0.15% 161
2023
Q4 		$5.86M Buy
29,178
+4,830
+20% +$865K 0.15% 165
2023
Q3 		$4.3M Buy
24,348
+3,311
+16% +$622K 0.14% 179
2023
Q2 		$3.94M Buy
21,037
+2,431
+13% +$433K 0.13% 170
2023
Q1 		$3.32M Buy
18,606
+1,507
+9% +$277K 0.13% 174
2022
Q4 		$2.98M Sell
17,099
-13,588
-44% -$2.42M 0.15% 158
2022
Q3 		$5.06M Buy
30,687
+3,599
+13% +$656K 0.29% 90
2022
Q2 		$4.59M Buy
27,088
+12,698
+88% +$2.34M 0.26% 102
2022
Q1 		$2.95M Sell
14,390
-237
-2% -$48.3K 0.15% 157
2021
Q4 		$3.25M Buy
14,627
+617
+4% +$139K 0.16% 148
2021
Q3 		$3.06M Buy
14,010
+3,738
+36% +$829K 0.17% 140
2021
Q2 		$2.36M Buy
10,272
+299
+3% +$67.2K 0.14% 160
2021
Q1 		$2.2M Sell
9,973
-371
-4% -$81K 0.15% 162
2020
Q4 		$2.03M Buy
10,344
+1,305
+14% +$228K 0.15% 158
2020
Q3 		$1.34M Buy
+9,039
New +$1.36M 0.12% 191

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Private Wealth Services's IWM Position: Q3 2026 in Review

Kestra Private Wealth Services increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q3 2026, buying an estimated $655K and bringing the position to 60,236 shares worth $16.7M. The position accounts for 0.18% of the portfolio, ranked #132.

Kestra Private Wealth Services first reported a position in IWM in Q3 2020 and has held it in 25 quarters since. The position peaked at $17.4M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Kestra Private Wealth Services held 60,236 shares of iShares Russell 2000 ETF worth $16.7M as of Q3 2026.
  • Kestra Private Wealth Services bought 2,229 iShares Russell 2000 ETF shares in Q3 2026, an estimated $655K.
  • iShares Russell 2000 ETF made up 0.18% of Kestra Private Wealth Services's portfolio in Q3 2026, its #132 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's iShares Russell 2000 ETF position peaked at $17.4M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.