KWB Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

KWB Wealth’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	$362K	Buy	1,303 +45	+4%	+$13.2K	0.03%	136
2026 Q2	$378K	Hold	1,258	–	–	0.03%	126
2026 Q1	$310K	Hold	1,258	–	–	0.03%	130
2025 Q4	$310K	Hold	1,258	–	–	0.03%	140
2025 Q3	$271K	Hold	1,258	–	–	0.03%	131
2025 Q2	$251K	Hold	1,258	–	–	0.03%	141
2025 Q1	$278K	Hold	1,258	–	–	0.03%	129
2024 Q4	$278K	Hold	1,258	–	–	0.03%	126
2024 Q3	$255K	Sell	1,258 -162	-11%	-$34.7K	0.03%	117
2024 Q2	$299K	Hold	1,420	–	–	0.04%	106
2024 Q1	$299K	Buy	1,420 +162	+13%	+$32.3K	0.04%	109
2023 Q4	$252K	Hold	1,258	–	–	0.04%	116
2023 Q3	$236K	Hold	1,258	–	–	0.04%	115
2023 Q2	$236K	Sell	1,258 -6	-0.5%	-$1.07K	0.04%	116
2023 Q1	$220K	Hold	1,264	–	–	0.04%	113
2022 Q4	$220K	Hold	1,264	–	–	0.04%	106
2022 Q3	$208K	Hold	1,264	–	–	0.04%	102
2022 Q2	$214K	Hold	1,264	–	–	0.04%	98
2022 Q1	$281K	Hold	1,264	–	–	0.05%	76
2021 Q4	$281K	Hold	1,264	–	–	0.05%	76
2021 Q3	$277K	Hold	1,264	–	–	0.05%	74
2021 Q2	$279K	Hold	1,264	–	–	0.05%	69
2021 Q1	$279K	Buy	+1,264	New	+$276K	0.05%	70

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

KWB Wealth's IWM Position: Q3 2026 in Review

KWB Wealth increased its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q3 2026, buying an estimated $13.2K and bringing the position to 1,303 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #136.

KWB Wealth first reported a position in IWM in Q1 2021 and has held it in 23 quarters since. The position peaked at $378K in Q2 2026. 665 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

KWB Wealth held 1,303 shares of iShares Russell 2000 ETF worth $362K as of Q3 2026.
KWB Wealth bought 45 iShares Russell 2000 ETF shares in Q3 2026, an estimated $13.2K.
iShares Russell 2000 ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #136 holding.
KWB Wealth first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 23 quarters since.
KWB Wealth's iShares Russell 2000 ETF position peaked at $378K in Q2 2026.
665 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.