Miller Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Miller Financial 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	$2.35M	Sell	8,468 -137	-2%	-$40.2K	1.78%	13
2026 Q2	$2.59M	Sell	8,605 -952	-10%	-$268K	2.08%	10
2026 Q1	$2.37M	Sell	9,557 -394	-4%	-$102K	2.6%	8
2025 Q4	$2.45M	Sell	9,951 -1,061	-10%	-$261K	2.87%	8
2025 Q3	$2.66M	Sell	11,012 -161	-1%	-$36.9K	3.08%	7
2025 Q2	$2.41M	Buy	11,173 +162	+1%	+$32.6K	3.07%	5
2025 Q1	$2.2M	Sell	11,011 -31,889	-74%	-$6.92M	3.16%	5
2024 Q4	$9.48M	Buy	+42,900	New	+$9.8M	8.01%	2

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 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

Miller Financial Services's IWM Position: Q3 2026 in Review

Miller Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q3 2026, selling an estimated $40.2K and leaving 8,468 shares worth $2.35M. The position accounts for 1.78% of the portfolio, ranked #13.

Miller Financial Services first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.48M in Q4 2024. 1,150 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Miller Financial Services held 8,468 shares of iShares Russell 2000 ETF worth $2.35M as of Q3 2026.
Miller Financial Services sold 137 iShares Russell 2000 ETF shares in Q3 2026, an estimated $40.2K.
iShares Russell 2000 ETF made up 1.78% of Miller Financial Services's portfolio in Q3 2026, its #13 holding.
Miller Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's iShares Russell 2000 ETF position peaked at $9.48M in Q4 2024.
1,150 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.