Mindset Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mindset Wealth Management’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	$307K	Buy	1,107 +2	+0.2%	+$587	0.05%	137
2026 Q2	$332K	Buy	1,105 +1	+0.1%	+$281	0.06%	129
2026 Q1	$274K	Sell	1,104 -99	-8%	-$25.5K	0.07%	132
2025 Q4	$296K	Buy	1,203 +2	+0.2%	+$492	0.08%	133
2025 Q3	$291K	Sell	1,201 -6	-0.5%	-$1.38K	0.08%	124
2025 Q2	$260K	Hold	1,207	–	–	0.09%	127
2025 Q1	$241K	Hold	1,207	–	–	0.09%	118
2024 Q4	$267K	Buy	+1,207	New	+$275K	0.1%	104

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

Mindset Wealth Management's IWM Position: Q3 2026 in Review

Mindset Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q3 2026, buying an estimated $587 and bringing the position to 1,107 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #137.

Mindset Wealth Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $332K in Q2 2026. 665 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Mindset Wealth Management held 1,107 shares of iShares Russell 2000 ETF worth $307K as of Q3 2026.
Mindset Wealth Management bought 2 iShares Russell 2000 ETF shares in Q3 2026, an estimated $587.
iShares Russell 2000 ETF made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #137 holding.
Mindset Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Mindset Wealth Management's iShares Russell 2000 ETF position peaked at $332K in Q2 2026.
665 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.