Networth Advisors
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Networth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Networth Advisors’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 		$14.8K Buy
53
+17
+47% +$4.99K 0.01% 164
2026
Q2 		$10.8K Sell
36
-32
-47% -$8.99K 0.01% 179
2026
Q1 		$16.9K Sell
68
-6
-8% -$1.55K 0.01% 155
2025
Q4 		$18.2K Buy
+74
New +$18.2K 0.01% 125

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Networth Advisors's IWM Position: Q3 2026 in Review

Networth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 47% in Q3 2026, buying an estimated $4.99K and bringing the position to 53 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #164.

Networth Advisors first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.2K in Q4 2025. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Networth Advisors held 53 shares of iShares Russell 2000 ETF worth $14.8K as of Q3 2026.
  • Networth Advisors bought 17 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.99K.
  • iShares Russell 2000 ETF made up 0.01% of Networth Advisors's portfolio in Q3 2026, its #164 holding.
  • Networth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's iShares Russell 2000 ETF position peaked at $18.2K in Q4 2025.
  • 1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.