Register Financial Advisors
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Register Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Register Financial Advisors’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 		$610K Buy
2,196
+61
+3% +$17.9K 0.19% 122
2026
Q2 		$642K Buy
2,135
+70
+3% +$19.7K 0.2% 122
2026
Q1 		$512K Buy
2,065
+250
+14% +$64.5K 0.19% 118
2025
Q4 		$447K Sell
1,815
-91
-5% -$22.4K 0.17% 122
2025
Q3 		$461K Sell
1,906
-58
-3% -$13.3K 0.18% 119
2025
Q2 		$424K Buy
1,964
+102
+5% +$20.5K 0.19% 114
2025
Q1 		$371K Buy
1,862
+119
+7% +$25.8K 0.19% 122
2024
Q4 		$385K Buy
1,743
+13
+0.8% +$2.96K 0.19% 117
2024
Q3 		$382K Sell
1,730
-172
-9% -$36.8K 0.2% 115
2024
Q2 		$386K Buy
1,902
+12
+0.6% +$2.42K 0.2% 113
2024
Q1 		$397K Buy
1,890
+852
+82% +$170K 0.21% 111
2023
Q4 		$208K Buy
1,038
+157
+18% +$28.1K 0.14% 155
2023
Q3 		$156K Buy
881
+60
+7% +$11.3K 0.11% 156
2023
Q2 		$154K Buy
821
+1
+0.1% +$178 0.11% 157
2023
Q1 		$146K Buy
820
+1
+0.1% +$184 0.12% 154
2022
Q4 		$143K Buy
+819
New +$146K 0.09% 188

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Register Financial Advisors's IWM Position: Q3 2026 in Review

Register Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q3 2026, buying an estimated $17.9K and bringing the position to 2,196 shares worth $610K. The position accounts for 0.19% of the portfolio, ranked #122.

Register Financial Advisors first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $642K in Q2 2026. 2,135 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Register Financial Advisors held 2,196 shares of iShares Russell 2000 ETF worth $610K as of Q3 2026.
  • Register Financial Advisors bought 61 iShares Russell 2000 ETF shares in Q3 2026, an estimated $17.9K.
  • iShares Russell 2000 ETF made up 0.19% of Register Financial Advisors's portfolio in Q3 2026, its #122 holding.
  • Register Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's iShares Russell 2000 ETF position peaked at $642K in Q2 2026.
  • 2,135 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.