Quaker Wealth Management
IWM icon

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

Quaker 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 		$35K Buy
126
+21
+20% +$6.17K 0.01% 203
2026
Q2 		$31.5K Sell
105
-23
-18% -$6.46K 0.01% 202
2026
Q1 		$31.7K Buy
128
+3
+2% +$774 0.01% 210
2025
Q4 		$30.8K Buy
125
+5
+4% +$1.23K 0.01% 217
2025
Q3 		$29K Hold
120
– – 0.01% 212
2025
Q2 		$25.9K Buy
+120
New +$24.1K 0.01% 231

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

Quaker Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q3 2026, buying an estimated $6.17K and bringing the position to 126 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #203.

Quaker Wealth Management first reported a position in IWM in Q2 2025 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Quaker Wealth Management held 126 shares of iShares Russell 2000 ETF worth $35K as of Q3 2026.
  • Quaker Wealth Management bought 21 iShares Russell 2000 ETF shares in Q3 2026, an estimated $6.17K.
  • iShares Russell 2000 ETF made up 0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Quaker Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 6 quarters since.
  • 821 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.