Peterson Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Peterson Wealth 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	$177K	Sell	637 -421	-40%	-$124K	0.08%	51
2026 Q2	$318K	Sell	1,058 -29	-3%	-$8.15K	0.15%	38
2026 Q1	$270K	Buy	1,087 +2	+0.2%	+$516	0.16%	40
2025 Q4	$267K	Sell	1,085 -17	-2%	-$4.18K	0.2%	36
2025 Q3	$267K	Buy	1,102 +3	+0.3%	+$688	0.18%	37
2025 Q2	$237K	Buy	+1,099	New	+$221K	0.14%	38
2022 Q1	–	Sell	-3,056	Closed	-$680K	–	63
2021 Q4	$680K	Buy	3,056 +113	+4%	+$25.5K	0.45%	49
2021 Q3	$644K	Buy	2,943 +239	+9%	+$53K	0.5%	47
2021 Q2	$620K	Buy	+2,704	New	+$608K	0.48%	47

Other funds holding IWM

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

Citigroup New York $308B AUM 40.94% 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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Peterson Wealth Management's IWM Position: Q3 2026 in Review

Peterson Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 40% in Q3 2026, selling an estimated $124K and leaving 637 shares worth $177K. The position accounts for 0.08% of the portfolio, ranked #51.

Peterson Wealth Management first reported a position in IWM in Q2 2021 and has held it in 9 quarters since. The position peaked at $680K in Q4 2021. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Peterson Wealth Management held 637 shares of iShares Russell 2000 ETF worth $177K as of Q3 2026.
Peterson Wealth Management sold 421 iShares Russell 2000 ETF shares in Q3 2026, an estimated $124K.
iShares Russell 2000 ETF made up 0.08% of Peterson Wealth Management's portfolio in Q3 2026, its #51 holding.
Peterson Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 9 quarters since.
Peterson Wealth Management's iShares Russell 2000 ETF position peaked at $680K in Q4 2021.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.