Richards, Merrill & Peterson’s iShares Russell 2000 ETF IWM Stock Holding History

Richards, Merrill & Peterson’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	$837K	Hold	3,012	–	–	0.26%	93
2026 Q2	$905K	Sell	3,012 -185	-6%	-$52K	0.29%	90
2026 Q1	$793K	Sell	3,197 -351	-10%	-$90.5K	0.29%	88
2025 Q4	$873K	Buy	3,548 +752	+27%	+$185K	0.33%	80
2025 Q3	$677K	Buy	2,796 +995	+55%	+$228K	0.29%	95
2025 Q2	$389K	Hold	1,801	–	–	0.18%	119
2025 Q1	$359K	Buy	1,801 +345	+24%	+$74.8K	0.19%	112
2024 Q4	$322K	Buy	+1,456	New	+$332K	0.17%	117

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Richards, Merrill & Peterson's IWM Position: Q3 2026 in Review

Richards, Merrill & Peterson held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,012 shares worth $837K. The position accounts for 0.26% of the portfolio, ranked #93.

Richards, Merrill & Peterson first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $905K in Q2 2026. 1,789 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Richards, Merrill & Peterson held 3,012 shares of iShares Russell 2000 ETF worth $837K as of Q3 2026.
Richards, Merrill & Peterson left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.26% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #93 holding.
Richards, Merrill & Peterson first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's iShares Russell 2000 ETF position peaked at $905K in Q2 2026.
1,789 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.