RDA Financial Network
IWM icon

RDA Financial Network’s iShares Russell 2000 ETF IWM Stock Holding History

RDA Financial Network’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 		– Sell
-100
Closed -$30K – 282
2026
Q2 		$30K Buy
+100
New +$28.1K 0.01% 286

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Citizens Financial Group
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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
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Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
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Wealth Enhancement Advisory Services
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Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

RDA Financial Network's IWM Position: Q3 2026 in Review

RDA Financial Network increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q3 2026, buying an estimated $9.7K and bringing the position to 2,477 shares worth $688K. The position accounts for 0.15% of the portfolio, ranked #124.

RDA Financial Network first reported a position in IWM in Q2 2019 and has held it in 30 quarters since. The position peaked at $734K in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • RDA Financial Network held 2,477 shares of iShares Russell 2000 ETF worth $688K as of Q3 2026.
  • RDA Financial Network bought 33 iShares Russell 2000 ETF shares in Q3 2026, an estimated $9.7K.
  • iShares Russell 2000 ETF made up 0.15% of RDA Financial Network's portfolio in Q3 2026, its #124 holding.
  • RDA Financial Network first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares Russell 2000 ETF position peaked at $734K in Q2 2026.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.