Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Patrick M. Sweeney & Associates’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 		$240K Hold
863
– – 0.14% 153
2026
Q2 		$259K Hold
863
– – 0.15% 150
2026
Q1 		$214K Buy
863
+45
+6% +$11.6K 0.14% 160
2025
Q4 		$201K Sell
818
-20
-2% -$4.92K 0.13% 159
2025
Q3 		$203K Buy
+838
New +$192K 0.13% 156

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 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
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Patrick M. Sweeney & Associates's IWM Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 863 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #153.

Patrick M. Sweeney & Associates first reported a position in IWM in Q3 2025 and has held it in 5 quarters since. The position peaked at $259K in Q2 2026. 1,601 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Patrick M. Sweeney & Associates held 863 shares of iShares Russell 2000 ETF worth $240K as of Q3 2026.
  • Patrick M. Sweeney & Associates left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #153 holding.
  • Patrick M. Sweeney & Associates first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 5 quarters since.
  • Patrick M. Sweeney & Associates's iShares Russell 2000 ETF position peaked at $259K in Q2 2026.
  • 1,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.