Leslie Global Wealth
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Leslie Global Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Leslie Global 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 		$3.6M Buy
12,946
+2,074
+19% +$609K 1.32% 19
2026
Q2 		$3.27M Sell
10,872
-613
-5% -$172K 1.27% 18
2026
Q1 		$2.85M Sell
11,485
-2,163
-16% -$558K 1.5% 14
2025
Q4 		$3.36M Buy
13,648
+1,879
+16% +$462K 1.51% 15
2025
Q3 		$2.85M Sell
11,769
-2,391
-17% -$549K 1.34% 15
2025
Q2 		$3.06M Buy
14,160
+2,364
+20% +$476K 1.63% 14
2025
Q1 		$2.35M Buy
11,796
+867
+8% +$188K 1.15% 20
2024
Q4 		$2.41M Sell
10,929
-13,395
-55% -$3.05M 1.12% 19
2024
Q3 		$5.37M Buy
24,324
+4,108
+20% +$879K 2.61% 14
2024
Q2 		$4.1M Buy
+20,216
New +$4.09M 2.4% 17

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

Leslie Global Wealth's IWM Position: Q3 2026 in Review

Leslie Global Wealth increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q3 2026, buying an estimated $609K and bringing the position to 12,946 shares worth $3.6M. The position accounts for 1.32% of the portfolio, ranked #19.

Leslie Global Wealth first reported a position in IWM in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.37M in Q3 2024. 1,256 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Leslie Global Wealth held 12,946 shares of iShares Russell 2000 ETF worth $3.6M as of Q3 2026.
  • Leslie Global Wealth bought 2,074 iShares Russell 2000 ETF shares in Q3 2026, an estimated $609K.
  • iShares Russell 2000 ETF made up 1.32% of Leslie Global Wealth's portfolio in Q3 2026, its #19 holding.
  • Leslie Global Wealth first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 10 quarters since.
  • Leslie Global Wealth's iShares Russell 2000 ETF position peaked at $5.37M in Q3 2024.
  • 1,256 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.