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Latitude Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Latitude Advisors’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 		$383K Sell
1,379
-92
-6% -$27K 0.12% 163
2026
Q2 		$442K Buy
1,471
+14
+1% +$3.93K 0.18% 133
2026
Q1 		$361K Sell
1,457
-53
-4% -$13.7K 0.17% 146
2025
Q4 		$372K Sell
1,510
-200
-12% -$49.2K 0.16% 137
2025
Q3 		$414K Sell
1,710
-22
-1% -$5.05K 0.19% 110
2025
Q2 		$374K Hold
1,732
– – 0.19% 117
2025
Q1 		$345K Sell
1,732
-590
-25% -$128K 0.2% 120
2024
Q4 		$513K Buy
2,322
+18
+0.8% +$4.1K 0.29% 84
2024
Q3 		$509K Buy
2,304
+408
+22% +$87.3K 0.29% 85
2024
Q2 		$385K Sell
1,896
-71
-4% -$14.3K 0.23% 99
2024
Q1 		$414K Sell
1,967
-96
-5% -$19.2K 0.26% 92
2023
Q4 		$414K Sell
2,063
-263
-11% -$47.1K 0.29% 89
2023
Q3 		$411K Buy
2,326
+39
+2% +$7.32K 0.29% 80
2023
Q2 		$428K Sell
2,287
-71
-3% -$12.7K 0.3% 79
2023
Q1 		$421K Buy
2,358
+92
+4% +$16.9K 0.3% 87
2022
Q4 		$395K Sell
2,266
-133
-6% -$23.7K 0.3% 85
2022
Q3 		$396K Buy
2,399
+1,008
+72% +$184K 0.33% 75
2022
Q2 		$236K Sell
1,391
-3,175
-70% -$585K 0.22% 118
2022
Q1 		$937K Buy
4,566
+596
+15% +$122K 0.21% 101
2021
Q4 		$883K Sell
3,970
-672
-14% -$152K 0.25% 86
2021
Q3 		$1.02M Sell
4,642
-10,482
-69% -$2.32M 0.32% 59
2021
Q2 		$3.47M Sell
15,124
-17,559
-54% -$3.95M 2.57% 6
2021
Q1 		$7.25M Buy
32,683
+20,543
+169% +$4.49M 5.94% 3
2020
Q4 		$2.38M Buy
+12,140
New +$2.12M 2.11% 7

Other funds holding IWM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 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
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Latitude Advisors's IWM Position: Q3 2026 in Review

Latitude Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q3 2026, selling an estimated $27K and leaving 1,379 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #163.

Latitude Advisors first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.25M in Q1 2021. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Latitude Advisors held 1,379 shares of iShares Russell 2000 ETF worth $383K as of Q3 2026.
  • Latitude Advisors sold 92 iShares Russell 2000 ETF shares in Q3 2026, an estimated $27K.
  • iShares Russell 2000 ETF made up 0.12% of Latitude Advisors's portfolio in Q3 2026, its #163 holding.
  • Latitude Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's iShares Russell 2000 ETF position peaked at $7.25M in Q1 2021.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.