KFA Private Wealth Group
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KFA Private Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

KFA Private Wealth 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 		$1.13M Buy
4,054
+155
+4% +$45.5K 0.27% 46
2026
Q2 		$1.17M Buy
3,899
+2,311
+146% +$649K 0.28% 45
2026
Q1 		$394K Buy
1,588
+298
+23% +$76.9K 0.09% 101
2025
Q4 		$318K Buy
1,290
+7
+0.5% +$1.72K 0.08% 115
2025
Q3 		$311K Hold
1,283
– – 0.09% 105
2025
Q2 		$277K Buy
+1,283
New +$258K 0.09% 109
2024
Q2 		– Sell
-24,958
Closed -$5.25M – 90
2024
Q1 		$5.25M Buy
24,958
+1,726
+7% +$344K 1.63% 11
2023
Q4 		$4.66M Buy
23,232
+1,676
+8% +$300K 1.67% 12
2023
Q3 		$3.81M Buy
21,556
+845
+4% +$159K 1.58% 13
2023
Q2 		$3.88M Buy
20,711
+1,204
+6% +$215K 1.61% 13
2023
Q1 		$3.48M Sell
19,507
-9
-0% -$1.66K 1.58% 13
2022
Q4 		$3.4M Sell
19,516
-2,731
-12% -$486K 1.74% 13
2022
Q3 		$3.67M Sell
22,247
-673
-3% -$123K 1.95% 13
2022
Q2 		$3.88M Sell
22,920
-2,079
-8% -$383K 2.15% 11
2022
Q1 		$5.13M Sell
24,999
-2,856
-10% -$583K 2.57% 11
2021
Q4 		$6.2M Buy
27,855
+3,328
+14% +$752K 3.08% 11
2021
Q3 		$5.36M Buy
24,527
+58
+0.2% +$12.9K 2.94% 11
2021
Q2 		$5.61M Buy
24,469
+743
+3% +$167K 3.06% 11
2021
Q1 		$5.24M Buy
23,726
+2,416
+11% +$528K 3.06% 11
2020
Q4 		$4.18M Buy
21,310
+19,842
+1,352% +$3.47M 2.65% 12
2020
Q3 		$220K Buy
+1,468
New +$221K 0.16% 61

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
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
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM

KFA Private Wealth Group's IWM Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Russell 2000 ETF (IWM) stake by 4% in Q3 2026, buying an estimated $45.5K and bringing the position to 4,054 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #46.

KFA Private Wealth Group first reported a position in IWM in Q3 2020 and has held it in 21 quarters since. The position peaked at $6.2M in Q4 2021. 798 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • KFA Private Wealth Group held 4,054 shares of iShares Russell 2000 ETF worth $1.13M as of Q3 2026.
  • KFA Private Wealth Group bought 155 iShares Russell 2000 ETF shares in Q3 2026, an estimated $45.5K.
  • iShares Russell 2000 ETF made up 0.27% of KFA Private Wealth Group's portfolio in Q3 2026, its #46 holding.
  • KFA Private Wealth Group first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 21 quarters since.
  • KFA Private Wealth Group's iShares Russell 2000 ETF position peaked at $6.2M in Q4 2021.
  • 798 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.