MJT & Associates Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

MJT & Associates Financial Advisory’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	$135K	Hold	485	–	–	0.09%	49
2026 Q2	$146K	Sell	485 -8	-2%	-$2.25K	0.1%	55
2026 Q1	$122K	Hold	493	–	–	0.09%	55
2025 Q4	$121K	Hold	493	–	–	0.09%	54
2025 Q3	$119K	Sell	493 -1	-0.2%	-$229	0.1%	54
2025 Q2	$107K	Hold	494	–	–	0.13%	67
2025 Q1	$98.5K	Buy	+494	New	+$107K	0.09%	79

Other funds holding IWM

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

FWCM

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

FFBTD

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

MJT & Associates Financial Advisory's IWM Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 485 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #49.

MJT & Associates Financial Advisory first reported a position in IWM in Q1 2025 and has held it in 7 quarters since. The position peaked at $146K in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

MJT & Associates Financial Advisory held 485 shares of iShares Russell 2000 ETF worth $135K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.09% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #49 holding.
MJT & Associates Financial Advisory first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares Russell 2000 ETF position peaked at $146K in Q2 2026.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.