Schneider Downs Wealth Management Advisors
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Schneider Downs Wealth Management Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Schneider Downs Wealth Management 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 		$1.01M Hold
3,642
– – 0.09% 78
2026
Q2 		$1.09M Hold
3,642
– – 0.1% 71
2026
Q1 		$903K Hold
3,642
– – 0.1% 73
2025
Q4 		$897K Buy
3,642
+549
+18% +$135K 0.1% 71
2025
Q3 		$748K Sell
3,093
-38
-1% -$8.72K 0.09% 77
2025
Q2 		$676K Buy
3,131
+38
+1% +$7.65K 0.1% 81
2025
Q1 		$617K Buy
3,093
+9
+0.3% +$1.95K 0.11% 73
2024
Q4 		$681K Sell
3,084
-40
-1% -$9.12K 0.13% 69
2024
Q3 		$690K Hold
3,124
– – 0.14% 65
2024
Q2 		$634K Sell
3,124
-32
-1% -$6.47K 0.14% 62
2024
Q1 		$664K Hold
3,156
– – 0.15% 62
2023
Q4 		$633K Sell
3,156
-30
-0.9% -$5.38K 0.16% 56
2023
Q3 		$563K Sell
3,186
-696
-18% -$131K 0.13% 52
2023
Q2 		$727K Sell
3,882
-63
-2% -$11.2K 0.17% 51
2023
Q1 		$704K Buy
3,945
+115
+3% +$21.2K 0.14% 53
2022
Q4 		$668K Buy
3,830
+177
+5% +$31.5K 0.15% 53
2022
Q3 		$602K Hold
3,653
– – 0.18% 53
2022
Q2 		$619K Sell
3,653
-112
-3% -$20.6K 0.17% 60
2022
Q1 		$773K Buy
3,765
+96
+3% +$19.6K 0.2% 53
2021
Q4 		$816K Sell
3,669
-94
-2% -$21.2K 0.2% 56
2021
Q3 		$823K Buy
3,763
+258
+7% +$57.2K 0.21% 55
2021
Q2 		$804K Buy
3,505
+311
+10% +$69.9K 0.21% 49
2021
Q1 		$706K Buy
3,194
+137
+4% +$29.9K 0.17% 53
2020
Q4 		$599K Sell
3,057
-450
-13% -$78.7K 0.17% 43
2020
Q3 		$525K Buy
+3,507
New +$528K 0.18% 44
2020
Q1 		– Sell
-1,685
Closed -$279K – 96
2019
Q4 		$279K Buy
+1,685
New +$266K 0.08% 52

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IWM Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,642 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #78.

Schneider Downs Wealth Management Advisors first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q2 2026. 2,135 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Schneider Downs Wealth Management Advisors held 3,642 shares of iShares Russell 2000 ETF worth $1.01M as of Q3 2026.
  • Schneider Downs Wealth Management Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.09% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #78 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Schneider Downs Wealth Management Advisors's iShares Russell 2000 ETF position peaked at $1.09M in Q2 2026.
  • 2,135 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.