Shufro Rose & Co
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Shufro Rose & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Shufro Rose & Co’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 		– Sell
-983
Closed -$295K – 225
2026
Q2 		$295K Sell
983
-5
-0.5% -$1.4K 0.02% 240
2026
Q1 		$245K Sell
988
-62
-6% -$16K 0.02% 258
2025
Q4 		$258K Buy
+1,050
New +$258K 0.02% 249
2024
Q1 		– Sell
-10,419
Closed -$1.84M – 323
2023
Q4 		$1.84M Sell
10,419
-91
-0.9% -$16.3K 0.17% 72
2023
Q3 		$1.86M Buy
10,510
+822
+8% +$154K 0.18% 72
2023
Q2 		$1.81M Buy
9,688
+476
+5% +$84.9K 0.17% 74
2023
Q1 		$1.64M Buy
9,212
+1,251
+16% +$230K 0.15% 81
2022
Q4 		$1.39M Sell
7,961
-1,311
-14% -$233K 0.12% 95
2022
Q3 		$1.53M Buy
9,272
+54
+0.6% +$9.8K 0.15% 83
2022
Q2 		$1.56M Buy
9,218
+374
+4% +$68.9K 0.14% 85
2022
Q1 		$1.82M Buy
8,844
+180
+2% +$36.7K 0.14% 85
2021
Q4 		$1.93M Buy
8,664
+2,903
+50% +$656K 0.14% 87
2021
Q3 		$1.26M Buy
5,761
+196
+4% +$43.5K 0.1% 102
2021
Q2 		$1.28M Sell
5,565
-638
-10% -$143K 0.1% 100
2021
Q1 		$1.37M Buy
6,203
+85
+1% +$18.6K 0.11% 93
2020
Q4 		$1.2M Buy
6,118
+177
+3% +$31K 0.1% 97
2020
Q3 		$890K Buy
+5,941
New +$894K 0.09% 109

Other funds holding IWM

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
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
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

Shufro Rose & Co's IWM Position: Q3 2026 in Review

Shufro Rose & Co sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 983 shares — an estimated $295K sold.

Shufro Rose & Co first reported a position in IWM in Q3 2020 and held it in 17 quarters. The position peaked at $1.93M in Q4 2021. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Shufro Rose & Co reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 983 iShares Russell 2000 ETF shares in Q3 2026, an estimated $295K.
  • Shufro Rose & Co first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 17 quarters.
  • Shufro Rose & Co's iShares Russell 2000 ETF position peaked at $1.93M in Q4 2021.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.