Roxbury Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Roxbury Financial’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	$132K	Buy	474 +1	+0.2%	+$294	0.1%	127
2026 Q2	$142K	Sell	473 -25	-5%	-$7.02K	0.11%	125
2026 Q1	$124K	Sell	498 -101	-17%	-$26.1K	0.11%	123
2025 Q4	$147K	Sell	599 -37	-6%	-$9.1K	0.13%	109
2025 Q3	$154K	Hold	636	–	–	0.14%	105
2025 Q2	$137K	Buy	636 +143	+29%	+$28.8K	0.13%	108
2025 Q1	$106K	Buy	493 +245	+99%	+$53.1K	0.1%	119
2024 Q4	$60.2K	Buy	+248	New	+$56.5K	0.06%	146

Other funds holding IWM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Roxbury Financial's IWM Position: Q3 2026 in Review

Roxbury Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.21% in Q3 2026, buying an estimated $294 and bringing the position to 474 shares worth $132K. The position accounts for 0.1% of the portfolio, ranked #127.

Roxbury Financial first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $154K in Q3 2025. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Roxbury Financial held 474 shares of iShares Russell 2000 ETF worth $132K as of Q3 2026.
Roxbury Financial bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
iShares Russell 2000 ETF made up 0.1% of Roxbury Financial's portfolio in Q3 2026, its #127 holding.
Roxbury Financial first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's iShares Russell 2000 ETF position peaked at $154K in Q3 2025.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.