Rockingstone Advisors
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Rockingstone Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Rockingstone 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 		$6.31M Buy
22,718
+2
+0% +$587 2.54% 10
2026
Q2 		$6.83M Buy
22,716
+305
+1% +$85.7K 2.74% 5
2026
Q1 		$5.56M Buy
22,411
+192
+0.9% +$49.5K 2.55% 6
2025
Q4 		$5.47M Buy
22,219
+1,830
+9% +$450K 2.49% 6
2025
Q3 		$4.93M Buy
20,389
+1,800
+10% +$413K 2.43% 9
2025
Q2 		$4.01M Sell
18,589
-3,720
-17% -$749K 2.11% 13
2025
Q1 		$4.45M Buy
22,309
+470
+2% +$102K 2% 10
2024
Q4 		$4.83M Buy
21,839
+835
+4% +$190K 2.13% 10
2024
Q3 		$4.64M Buy
21,004
+183
+0.9% +$39.2K 2.28% 10
2024
Q2 		$4.22M Buy
20,821
+262
+1% +$52.9K 2.17% 12
2024
Q1 		$4.32M Sell
20,559
-115
-0.6% -$22.9K 2.23% 9
2023
Q4 		$4.15M Buy
20,674
+1,645
+9% +$295K 2.33% 9
2023
Q3 		$3.36M Buy
19,029
+1,120
+6% +$210K 1.86% 14
2023
Q2 		$3.35M Sell
17,909
-2,390
-12% -$426K 1.89% 13
2023
Q1 		$3.62M Buy
20,299
+1,216
+6% +$224K 2.21% 9
2022
Q4 		$3.33M Buy
+19,083
New +$3.39M 2.49% 7

Other funds holding IWM

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Rockingstone Advisors's IWM Position: Q3 2026 in Review

Rockingstone Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.01% in Q3 2026, buying an estimated $587 and bringing the position to 22,718 shares worth $6.31M. The position accounts for 2.54% of the portfolio, ranked #10.

Rockingstone Advisors first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.83M in Q2 2026. 1,327 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Rockingstone Advisors held 22,718 shares of iShares Russell 2000 ETF worth $6.31M as of Q3 2026.
  • Rockingstone Advisors bought 2 iShares Russell 2000 ETF shares in Q3 2026, an estimated $587.
  • iShares Russell 2000 ETF made up 2.54% of Rockingstone Advisors's portfolio in Q3 2026, its #10 holding.
  • Rockingstone Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's iShares Russell 2000 ETF position peaked at $6.83M in Q2 2026.
  • 1,327 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.