Patton Fund Management
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Patton Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History

Patton Fund Management’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 		$17.7M Sell
63,716
-2,051
-3% -$602K 4.55% 4
2026
Q2 		$19.8M Sell
65,767
-3,494
-5% -$982K 4.27% 4
2026
Q1 		$17.2M Sell
69,261
-1,811
-3% -$467K 2.92% 5
2025
Q4 		$17.5M Sell
71,072
-1,213
-2% -$298K 2.35% 5
2025
Q3 		$17.5M Sell
72,285
-1,876
-3% -$430K 3.14% 6
2025
Q2 		$16M Buy
74,161
+3,400
+5% +$684K 3.51% 5
2025
Q1 		$14.1M Buy
70,761
+2,310
+3% +$501K 3.42% 5
2024
Q4 		$15.1M Sell
68,451
-2,189
-3% -$499K 2.96% 6
2024
Q3 		$15.6M Sell
70,640
-1,277
-2% -$273K 3.22% 5
2024
Q2 		$14.6M Sell
71,917
-437
-0.6% -$88.3K 3.08% 5
2024
Q1 		$15.2M Sell
72,354
-1,127
-2% -$225K 2.76% 6
2023
Q4 		$14.7M Sell
73,481
-824
-1% -$148K 3.28% 7
2023
Q3 		$13.1M Sell
74,305
-992
-1% -$186K 3.56% 7
2023
Q2 		$14.1M Buy
75,297
+331
+0.4% +$59K 4.12% 6
2023
Q1 		$13.4M Buy
74,966
+5,804
+8% +$1.07M 3.82% 8
2022
Q4 		$12.1M Sell
69,162
-4,375
-6% -$778K 3.53% 6
2022
Q3 		$12.1M Sell
73,537
-3,702
-5% -$675K 4.92% 6
2022
Q2 		$13.1M Buy
77,239
+67,216
+671% +$12.4M 4.9% 6
2022
Q1 		$14.4M Sell
10,023
-51,037
-84% -$10.4M 3.93% 6
2021
Q4 		$13.6M Buy
61,060
+830
+1% +$188K 4.12% 6
2021
Q3 		$13.2M Buy
60,230
+20,517
+52% +$4.55M 5% 6
2021
Q2 		$9.11M Buy
39,713
+3,719
+10% +$836K 4.82% 7
2021
Q1 		$7.95M Sell
35,994
-5,156
-13% -$1.13M 4.24% 7
2020
Q4 		$8.07M Sell
41,150
-6,880
-14% -$1.2M 4.07% 7
2020
Q3 		$7.19M Sell
48,030
-1,258
-3% -$189K 3.9% 7
2020
Q2 		$7.06M Sell
49,288
-4,597
-9% -$603K 4.1% 8
2020
Q1 		$6.17M Buy
53,885
+9,749
+22% +$1.45M 3.8% 8
2019
Q4 		$7.31M Buy
44,136
+867
+2% +$137K 2.55% 7
2019
Q3 		$6.55M Buy
43,269
+2,653
+7% +$405K 2.62% 7
2019
Q2 		$6.32M Buy
+40,616
New +$6.26M 2.51% 9

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MIRAE ASSET SECURITIES (USA) INC.
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Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Patton Fund Management's IWM Position: Q3 2026 in Review

Patton Fund Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q3 2026, selling an estimated $602K and leaving 63,716 shares worth $17.7M. The position accounts for 4.55% of the portfolio, ranked #4.

Patton Fund Management first reported a position in IWM in Q2 2019 and has held it in 30 quarters since. The position peaked at $19.8M in Q2 2026. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Patton Fund Management held 63,716 shares of iShares Russell 2000 ETF worth $17.7M as of Q3 2026.
  • Patton Fund Management sold 2,051 iShares Russell 2000 ETF shares in Q3 2026, an estimated $602K.
  • iShares Russell 2000 ETF made up 4.55% of Patton Fund Management's portfolio in Q3 2026, its #4 holding.
  • Patton Fund Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 30 quarters since.
  • Patton Fund Management's iShares Russell 2000 ETF position peaked at $19.8M in Q2 2026.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.