Omni 360 Wealth
IWM icon

Omni 360 Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Omni 360 Wealth’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 		$428K Buy
1,539
+263
+21% +$77.2K 0.19% 95
2026
Q2 		$383K Buy
+1,276
New +$359K 0.18% 96

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Omni 360 Wealth's IWM Position: Q3 2026 in Review

Omni 360 Wealth increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q3 2026, buying an estimated $77.2K and bringing the position to 1,539 shares worth $428K. The position accounts for 0.19% of the portfolio, ranked #95.

Omni 360 Wealth first reported a position in IWM in Q2 2026 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Omni 360 Wealth held 1,539 shares of iShares Russell 2000 ETF worth $428K as of Q3 2026.
  • Omni 360 Wealth bought 263 iShares Russell 2000 ETF shares in Q3 2026, an estimated $77.2K.
  • iShares Russell 2000 ETF made up 0.19% of Omni 360 Wealth's portfolio in Q3 2026, its #95 holding.
  • Omni 360 Wealth first reported a position in iShares Russell 2000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.