Roffman Miller Associates
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Roffman Miller Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Roffman Miller Associates’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 		$339K Hold
1,219
– – 0.02% 90
2026
Q2 		$366K Buy
1,219
+45
+4% +$12.6K 0.02% 85
2026
Q1 		$291K Buy
1,174
+10
+0.9% +$2.58K 0.02% 85
2025
Q4 		$286K Buy
1,164
+1
+0.1% +$246 0.02% 84
2025
Q3 		$281K Buy
1,163
+36
+3% +$8.26K 0.02% 80
2025
Q2 		$243K Hold
1,127
– – 0.01% 74
2025
Q1 		$225K Sell
1,127
-19
-2% -$4.12K 0.01% 75
2024
Q4 		$253K Buy
1,146
+19
+2% +$4.33K 0.02% 75
2024
Q3 		$249K Hold
1,127
– – 0.02% 76
2024
Q2 		$229K Sell
1,127
-7
-0.6% -$1.42K 0.02% 75
2024
Q1 		$238K Sell
1,134
-29
-2% -$5.78K 0.02% 77
2023
Q4 		$233K Sell
1,163
-24
-2% -$4.3K 0.02% 76
2023
Q3 		$210K Buy
1,187
+27
+2% +$5.07K 0.02% 77
2023
Q2 		$217K Sell
1,160
-668
-37% -$119K 0.02% 74
2023
Q1 		$326K Hold
1,828
– – 0.03% 72
2022
Q4 		$319K Buy
1,828
+33
+2% +$5.87K 0.03% 73
2022
Q3 		$296K Sell
1,795
-36
-2% -$6.57K 0.03% 74
2022
Q2 		$310K Hold
1,831
– – 0.03% 76
2022
Q1 		$376K Buy
1,831
+20
+1% +$4.08K 0.03% 75
2021
Q4 		$403K Hold
1,811
– – 0.03% 73
2021
Q3 		$396K Hold
1,811
– – 0.03% 72
2021
Q2 		$415K Buy
1,811
+4
+0.2% +$899 0.03% 70
2021
Q1 		$399K Hold
1,807
– – 0.03% 69
2020
Q4 		$354K Buy
1,807
+74
+4% +$12.9K 0.03% 74
2020
Q3 		$260K Sell
1,733
-32
-2% -$4.81K 0.03% 74
2020
Q2 		$253K Sell
1,765
-248
-12% -$32.5K 0.03% 127
2020
Q1 		$230K Sell
2,013
-222
-10% -$33.1K 0.03% 77
2019
Q4 		$370K Sell
2,235
-75
-3% -$11.9K 0.04% 77
2019
Q3 		$350K Sell
2,310
-1,103
-32% -$168K 0.04% 82
2019
Q2 		$531K Sell
3,413
-351
-9% -$54.1K 0.06% 65
2019
Q1 		$574K Buy
3,764
+925
+33% +$139K 0.07% 64
2018
Q4 		$380K Sell
2,839
-1,189
-30% -$177K 0.05% 64
2018
Q3 		$679K Buy
+4,028
New +$680K 0.08% 64

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
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 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

Roffman Miller Associates's IWM Position: Q3 2026 in Review

Roffman Miller Associates held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,219 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #90.

Roffman Miller Associates first reported a position in IWM in Q3 2018 and has held it in 33 quarters since. The position peaked at $679K in Q3 2018. 1,420 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Roffman Miller Associates held 1,219 shares of iShares Russell 2000 ETF worth $339K as of Q3 2026.
  • Roffman Miller Associates left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.02% of Roffman Miller Associates's portfolio in Q3 2026, its #90 holding.
  • Roffman Miller Associates first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 33 quarters since.
  • Roffman Miller Associates's iShares Russell 2000 ETF position peaked at $679K in Q3 2018.
  • 1,420 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Roffman Miller Associates's 13F filing for Q3 2026, filed 19 Oct 2026.