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

Persium 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	$214K	Sell	770 -178	-19%	-$52.3K	0.11%	67
2026 Q2	$285K	Hold	948	–	–	0.19%	64
2026 Q1	$235K	Sell	948 -185	-16%	-$47.7K	0.19%	59
2025 Q4	$279K	Hold	1,133	–	–	0.2%	54
2025 Q3	$274K	Buy	1,133 +4	+0.4%	+$918	0.2%	55
2025 Q2	$244K	Buy	+1,129	New	+$227K	0.2%	56
2025 Q1	–	Sell	-910	Closed	-$201K	–	61
2024 Q4	$201K	Buy	+910	New	+$207K	0.2%	57

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Persium Advisors's IWM Position: Q3 2026 in Review

Persium Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q3 2026, selling an estimated $52.3K and leaving 770 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #67.

Persium Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q2 2026. 123 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Persium Advisors held 770 shares of iShares Russell 2000 ETF worth $214K as of Q3 2026.
Persium Advisors sold 178 iShares Russell 2000 ETF shares in Q3 2026, an estimated $52.3K.
iShares Russell 2000 ETF made up 0.11% of Persium Advisors's portfolio in Q3 2026, its #67 holding.
Persium Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Persium Advisors's iShares Russell 2000 ETF position peaked at $285K in Q2 2026.
123 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.