15 Wealth Advisors LLC’s iShares Russell 2000 ETF IWM Stock Holding History

15 Wealth Advisors LLC’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	$407K	Buy	+1,466	New	+$431K	0.1%	79

Other funds holding IWM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWM

Edge Wealth Management New York $666M AUM 17.64% 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

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

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

15 Wealth Advisors LLC's IWM Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 1,466 shares worth $407K. The stake represents 0.1% of the portfolio and ranks #79 among its holdings.

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

15 Wealth Advisors LLC held 1,466 shares of iShares Russell 2000 ETF worth $407K as of Q3 2026.
iShares Russell 2000 ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Russell 2000 ETF made up 0.1% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #79 holding.
345 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.