Penney Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Penney Financial’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	$612K	Hold	2,203	–	–	0.18%	30
2026 Q2	$662K	Hold	2,203	–	–	0.23%	35
2026 Q1	$546K	Hold	2,203	–	–	0.21%	33
2025 Q4	$542K	Hold	2,203	–	–	0.21%	30
2025 Q3	$533K	Hold	2,203	–	–	0.24%	32
2025 Q2	$475K	Hold	2,203	–	–	0.24%	29
2025 Q1	$439K	Hold	2,203	–	–	0.29%	26
2024 Q4	$487K	Hold	2,203	–	–	0.33%	25
2024 Q3	$487K	Sell	2,203 -25	-1%	-$5.35K	0.33%	22
2024 Q2	$452K	Hold	2,228	–	–	0.33%	24
2024 Q1	$469K	Hold	2,228	–	–	0.35%	21
2023 Q4	$447K	Buy	+2,228	New	+$399K	0.37%	22

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Penney Financial's IWM Position: Q3 2026 in Review

Penney Financial held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,203 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #30.

Penney Financial first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $662K in Q2 2026. 2,135 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Penney Financial held 2,203 shares of iShares Russell 2000 ETF worth $612K as of Q3 2026.
Penney Financial left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.18% of Penney Financial's portfolio in Q3 2026, its #30 holding.
Penney Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Penney Financial's iShares Russell 2000 ETF position peaked at $662K in Q2 2026.
2,135 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.