Sincerus Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Sincerus Advisory’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	$4.57M	Buy	16,458 +156	+1%	+$45.8K	2.98%	8
2026 Q2	$4.9M	Sell	16,302 -197	-1%	-$55.4K	3.33%	8
2026 Q1	$4.09M	Sell	16,499 -280	-2%	-$72.2K	3.1%	8
2025 Q4	$4.13M	Buy	16,779 +102	+0.6%	+$25.1K	3.32%	7
2025 Q3	$4.04M	Buy	16,677 +1,363	+9%	+$313K	3.46%	5
2025 Q2	$3.44M	Buy	15,314 +710	+5%	+$143K	3.23%	6
2025 Q1	$2.91M	Buy	14,604 +429	+3%	+$93.1K	3.07%	8
2024 Q4	$3.13M	Buy	+14,175	New	+$3.23M	3.36%	5

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sincerus Advisory's IWM Position: Q3 2026 in Review

Sincerus Advisory increased its iShares Russell 2000 ETF (IWM) stake by 0.96% in Q3 2026, buying an estimated $45.8K and bringing the position to 16,458 shares worth $4.57M. The position accounts for 2.98% of the portfolio, ranked #8.

Sincerus Advisory first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.9M in Q2 2026. 818 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Sincerus Advisory held 16,458 shares of iShares Russell 2000 ETF worth $4.57M as of Q3 2026.
Sincerus Advisory bought 156 iShares Russell 2000 ETF shares in Q3 2026, an estimated $45.8K.
iShares Russell 2000 ETF made up 2.98% of Sincerus Advisory's portfolio in Q3 2026, its #8 holding.
Sincerus Advisory first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's iShares Russell 2000 ETF position peaked at $4.9M in Q2 2026.
818 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.