MYeCFO’s iShares Russell 2000 ETF IWM Stock Holding History

MYeCFO’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	$263K	Hold	945	–	–	0.1%	67
2026 Q2	$284K	Hold	945	–	–	0.11%	64
2026 Q1	$234K	Buy	945 +76	+9%	+$19.6K	0.1%	62
2025 Q4	$214K	Hold	869	–	–	0.09%	58
2025 Q3	$210K	Buy	+869	New	+$199K	0.1%	59
2023 Q2	–	Sell	-1,738	Closed	-$310K	–	48
2023 Q1	$310K	Hold	1,738	–	–	0.23%	37
2022 Q4	$303K	Buy	+1,738	New	+$309K	0.25%	34

Other funds holding IWM

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

MYeCFO's IWM Position: Q3 2026 in Review

MYeCFO held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 945 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #67.

MYeCFO first reported a position in IWM in Q4 2022 and has held it in 7 quarters since. The position peaked at $310K in Q1 2023. 1,327 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

MYeCFO held 945 shares of iShares Russell 2000 ETF worth $263K as of Q3 2026.
MYeCFO left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.1% of MYeCFO's portfolio in Q3 2026, its #67 holding.
MYeCFO first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 7 quarters since.
MYeCFO's iShares Russell 2000 ETF position peaked at $310K in Q1 2023.
1,327 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.