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Retirement Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Wealth Solutions’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 		$247K Buy
888
+1
+0.1% +$294 0.13% 53
2026
Q2 		$266K Sell
887
-234
-21% -$65.8K 0.15% 53
2026
Q1 		$278K Sell
1,121
-6
-0.5% -$1.55K 0.18% 49
2025
Q4 		$278K Buy
1,127
+34
+3% +$8.36K 0.18% 46
2025
Q3 		$265K Sell
1,093
-11
-1% -$2.52K 0.17% 47
2025
Q2 		$238K Buy
1,104
+103
+10% +$20.7K 0.17% 46
2025
Q1 		$200K Sell
1,001
-46
-4% -$9.98K 0.16% 44
2024
Q4 		$227K Buy
+1,047
New +$239K 0.19% 44

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Retirement Wealth Solutions's IWM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q3 2026, buying an estimated $294 and bringing the position to 888 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #53.

Retirement Wealth Solutions first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $278K in Q1 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Retirement Wealth Solutions held 888 shares of iShares Russell 2000 ETF worth $247K as of Q3 2026.
  • Retirement Wealth Solutions bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
  • iShares Russell 2000 ETF made up 0.13% of Retirement Wealth Solutions's portfolio in Q3 2026, its #53 holding.
  • Retirement Wealth Solutions first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's iShares Russell 2000 ETF position peaked at $278K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.