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Polaris Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Polaris Financial Partners’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 		$74K Buy
+265
New +$77.8K 0.03% 151

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Polaris Financial Partners's IWM Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 265 shares worth $74K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings.

20 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Polaris Financial Partners held 265 shares of iShares Russell 2000 ETF worth $74K as of Q3 2026.
  • iShares Russell 2000 ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares Russell 2000 ETF made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #151 holding.
  • 20 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.