Royal Fund Management
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Royal Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History

Royal Fund 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 		$11.3M Buy
40,539
+1,406
+4% +$413K 0.9% 31
2026
Q2 		$11.8M Buy
+39,133
New +$11M 0.98% 24
2026
Q1 		– Sell
-98,936
Closed -$24.4M – 324
2025
Q4 		$24.4M Buy
98,936
+69,340
+234% +$17M 2.22% 3
2025
Q3 		$7.19M Sell
29,596
-7,715
-21% -$1.77M 0.86% 33
2025
Q2 		$8.07M Buy
37,311
+750
+2% +$151K 0.8% 32
2025
Q1 		$7.31M Sell
36,561
-60,393
-62% -$13.1M 0.81% 27
2024
Q4 		$21.4M Sell
96,954
-182,496
-65% -$41.6M 2% 6
2024
Q3 		$61.7M Buy
279,450
+227,092
+434% +$48.6M 3.68% 2
2024
Q2 		$10.6M Buy
+52,358
New +$10.6M 0.86% 11
2021
Q4 		– Sell
-34,413
Closed -$7.53M – 198
2021
Q3 		$7.53M Sell
34,413
-11,709
-25% -$2.6M 1.1% 26
2021
Q2 		$10.6M Buy
46,122
+1,509
+3% +$339K 1.75% 11
2021
Q1 		$9.9M Buy
44,613
+41,326
+1,257% +$9.02M 1.8% 12
2020
Q4 		$644K Buy
+3,287
New +$575K 0.14% 114
2020
Q2 		– Sell
-317
Closed -$36K – 352
2020
Q1 		$36K Hold
317
– – 0.01% 255
2019
Q4 		$52K Sell
317
-100
-24% -$15.8K 0.01% 239
2019
Q3 		$63K Hold
417
– – 0.02% 218
2019
Q2 		$64K Hold
417
– – 0.02% 212
2019
Q1 		$63K Hold
417
– – 0.02% 193
2018
Q4 		$55K Hold
417
– – 0.02% 182
2018
Q3 		$70K Buy
417
+120
+40% +$20.3K 0.02% 169
2018
Q2 		$48K Hold
297
– – 0.02% 193
2018
Q1 		$45K Sell
297
-1,453
-83% -$224K 0.02% 199
2017
Q4 		$266K Buy
1,750
+1,709
+4,168% +$257K 0.1% 94
2017
Q3 		$6K Hold
41
– – ﹤0.01% 339
2017
Q2 		$5K Sell
41
-140
-77% -$19.4K ﹤0.01% 314
2017
Q1 		$24K Buy
181
+147
+432% +$20.1K 0.01% 199
2016
Q4 		$4K Buy
+34
New +$4.34K ﹤0.01% 317

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Royal Fund Management's IWM Position: Q3 2026 in Review

Royal Fund Management increased its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q3 2026, buying an estimated $413K and bringing the position to 40,539 shares worth $11.3M. The position accounts for 0.9% of the portfolio, ranked #31.

Royal Fund Management first reported a position in IWM in Q4 2016 and has held it in 27 quarters since. The position peaked at $61.7M in Q3 2024. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Royal Fund Management held 40,539 shares of iShares Russell 2000 ETF worth $11.3M as of Q3 2026.
  • Royal Fund Management bought 1,406 iShares Russell 2000 ETF shares in Q3 2026, an estimated $413K.
  • iShares Russell 2000 ETF made up 0.9% of Royal Fund Management's portfolio in Q3 2026, its #31 holding.
  • Royal Fund Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 27 quarters since.
  • Royal Fund Management's iShares Russell 2000 ETF position peaked at $61.7M in Q3 2024.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.