RF&L Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

RF&L 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	$1.08M	Hold	3,901	–	–	0.73%	27
2026 Q2	$1.17M	Sell	3,901 -80	-2%	-$22.5K	0.79%	24
2026 Q1	$987K	Sell	3,981 -78	-2%	-$20.1K	0.74%	25
2025 Q4	$999K	Sell	4,059 -87	-2%	-$21.4K	0.56%	36
2025 Q3	$1M	Buy	4,146 +5	+0.1%	+$1.15K	0.59%	35
2025 Q2	$894K	Buy	4,141 +30	+0.7%	+$6.04K	0.58%	35
2025 Q1	$820K	Sell	4,111 -45	-1%	-$9.8K	0.59%	34
2024 Q4	$918K	Hold	4,156	–	–	0.65%	32
2024 Q3	$918K	Sell	4,156 -82	-2%	-$17.5K	0.65%	33
2024 Q2	$860K	Hold	4,238	–	–	0.65%	31
2024 Q1	$891K	Sell	4,238 -138	-3%	-$27.5K	0.69%	31
2023 Q4	$878K	Sell	4,376 -30	-0.7%	-$5.38K	0.73%	29
2023 Q3	$779K	Sell	4,406 -54	-1%	-$10.1K	0.72%	30
2023 Q2	$835K	Sell	4,460 -29	-0.6%	-$5.17K	0.76%	30
2023 Q1	$801K	Sell	4,489 -119	-3%	-$21.9K	0.78%	30
2022 Q4	$803K	Buy	+4,608	New	+$820K	0.83%	30

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

RF&L Wealth Management's IWM Position: Q3 2026 in Review

RF&L Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,901 shares worth $1.08M. The position accounts for 0.73% of the portfolio, ranked #27.

RF&L Wealth Management first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

RF&L Wealth Management held 3,901 shares of iShares Russell 2000 ETF worth $1.08M as of Q3 2026.
RF&L Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.73% of RF&L Wealth Management's portfolio in Q3 2026, its #27 holding.
RF&L Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
RF&L Wealth Management's iShares Russell 2000 ETF position peaked at $1.17M in Q2 2026.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.