Sightline Wealth Advisors
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Sightline Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sightline Wealth 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 		$1.04M Sell
3,736
-591
-14% -$174K 0.48% 34
2026
Q2 		$1.3M Buy
4,327
+7
+0.2% +$1.97K 0.48% 37
2026
Q1 		$1.07M Buy
4,320
+6
+0.1% +$1.55K 0.45% 39
2025
Q4 		$1.06M Buy
4,314
+117
+3% +$28.8K 0.45% 39
2025
Q3 		$1.02M Sell
4,197
-528
-11% -$121K 0.46% 38
2025
Q2 		$1.02M Sell
4,725
-371
-7% -$74.7K 0.49% 36
2025
Q1 		$1.02M Sell
5,096
-34
-0.7% -$7.38K 0.54% 36
2024
Q4 		$1.13M Buy
5,130
+13
+0.3% +$2.96K 0.61% 34
2024
Q3 		$1.13M Buy
5,117
+14
+0.3% +$3K 0.62% 32
2024
Q2 		$1.04M Buy
5,103
+16
+0.3% +$3.23K 0.64% 32
2024
Q1 		$1.07M Buy
5,087
+10
+0.2% +$2K 0.7% 30
2023
Q4 		$1.02M Buy
5,077
+290
+6% +$52K 0.77% 30
2023
Q3 		$846K Buy
4,787
+11
+0.2% +$2.06K 0.79% 32
2023
Q2 		$852K Hold
4,776
– – 0.85% 27
2023
Q1 		$852K Sell
4,776
-2,028
-30% -$373K 0.87% 26
2022
Q4 		$1.19M Buy
6,804
+282
+4% +$50.2K 1.28% 18
2022
Q3 		$1.1M Buy
6,522
+93
+1% +$17K 1.3% 15
2022
Q2 		$1.08M Buy
6,429
+2,014
+46% +$371K 1.06% 15
2022
Q1 		$906K Buy
4,415
+519
+13% +$106K 0.75% 20
2021
Q4 		$875K Buy
3,896
+218
+6% +$49.3K 0.78% 19
2021
Q3 		$805K Sell
3,678
-301
-8% -$66.7K 0.67% 23
2021
Q2 		$913K Buy
3,979
+108
+3% +$24.3K 0.75% 21
2021
Q1 		$859K Buy
3,871
+150
+4% +$32.8K 0.79% 19
2020
Q4 		$729K Buy
+3,721
New +$651K 0.72% 23

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sightline Wealth Advisors's IWM Position: Q3 2026 in Review

Sightline Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q3 2026, selling an estimated $174K and leaving 3,736 shares worth $1.04M. The position accounts for 0.48% of the portfolio, ranked #34.

Sightline Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Sightline Wealth Advisors held 3,736 shares of iShares Russell 2000 ETF worth $1.04M as of Q3 2026.
  • Sightline Wealth Advisors sold 591 iShares Russell 2000 ETF shares in Q3 2026, an estimated $174K.
  • iShares Russell 2000 ETF made up 0.48% of Sightline Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • Sightline Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Sightline Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.3M in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Sightline Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.