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

Provident 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 		$556 Sell
2
-54
-96% -$15.9K ﹤0.01% 122
2026
Q2 		$16.8K Sell
56
-1
-2% -$281 ﹤0.01% 143
2026
Q1 		$14.1K Hold
57
– – ﹤0.01% 124
2025
Q4 		$14K Hold
57
– – ﹤0.01% 128
2025
Q3 		$13.8K Hold
57
– – ﹤0.01% 129
2025
Q2 		$12.3K Sell
57
-331
-85% -$66.6K ﹤0.01% 126
2025
Q1 		$77.4K Hold
388
– – 0.03% 101
2024
Q4 		$85.7K Sell
388
-117
-23% -$26.7K 0.03% 98
2024
Q3 		$112K Hold
505
– – 0.04% 94
2024
Q2 		$102K Buy
505
+243
+93% +$49.1K 0.04% 89
2024
Q1 		$55.1K Buy
262
+259
+8,633% +$51.7K 0.02% 82
2023
Q4 		$602 Hold
3
– – ﹤0.01% 85
2023
Q3 		$530 Sell
3
-9
-75% -$1.69K ﹤0.01% 81
2023
Q2 		$2.25K Buy
12
+8
+200% +$1.43K ﹤0.01% 87
2023
Q1 		$714 Sell
4
-1
-20% -$184 ﹤0.01% 93
2022
Q4 		$872 Sell
5
-1
-17% -$178 ﹤0.01% 86
2022
Q3 		$1K Sell
6
-104
-95% -$19K ﹤0.01% 88
2022
Q2 		$19K Sell
110
-709
-87% -$131K 0.01% 83
2022
Q1 		$168K Sell
819
-13,732
-94% -$2.8M 0.1% 66
2021
Q4 		$3.24M Buy
14,551
+1,243
+9% +$281K 2.13% 12
2021
Q3 		$2.91M Buy
13,308
+1,200
+10% +$266K 2.21% 13
2021
Q2 		$2.78M Buy
12,108
+765
+7% +$172K 2.33% 13
2021
Q1 		$2.51M Sell
11,343
-1,133
-9% -$247K 2.77% 9
2020
Q4 		$2.45M Sell
12,476
-938
-7% -$164K 2.84% 8
2020
Q3 		$2.01M Sell
13,414
-1,528
-10% -$230K 2.33% 9
2020
Q2 		$2.14M Buy
14,942
+353
+2% +$46.3K 2.36% 11
2020
Q1 		$1.67M Sell
14,589
-4,872
-25% -$726K 2.04% 12
2019
Q4 		$3.22M Buy
+19,461
New +$3.08M 2.88% 8

Other funds holding IWM

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Provident Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 96% in Q3 2026, selling an estimated $15.9K and leaving 2 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #122.

Provident Wealth Management first reported a position in IWM in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.24M in Q4 2021. 1,431 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Provident Wealth Management held 2 shares of iShares Russell 2000 ETF worth $556 as of Q3 2026.
  • Provident Wealth Management sold 54 iShares Russell 2000 ETF shares in Q3 2026, an estimated $15.9K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Provident Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 28 quarters since.
  • Provident Wealth Management's iShares Russell 2000 ETF position peaked at $3.24M in Q4 2021.
  • 1,431 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.