Smith Salley Wealth Management
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Smith Salley Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Smith Salley Wealth 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 		$774K Hold
2,785
– – 0.03% 179
2026
Q2 		$837K Sell
2,785
-500
-15% -$141K 0.04% 166
2026
Q1 		$815K Sell
3,285
-315
-9% -$81.3K 0.04% 162
2025
Q4 		$886K Sell
3,600
-158
-4% -$38.8K 0.04% 158
2025
Q3 		$909K Buy
3,758
+1,947
+108% +$447K 0.05% 155
2025
Q2 		$391K Buy
1,811
+797
+79% +$160K 0.02% 196
2025
Q1 		$202K Buy
+1,014
New +$220K 0.01% 238
2024
Q1 		– Sell
-2,034
Closed -$408K – 239
2023
Q4 		$408K Buy
2,034
+225
+12% +$40.3K 0.03% 193
2023
Q3 		$320K Buy
1,809
+1
+0.1% +$188 0.02% 194
2023
Q2 		$339K Buy
1,808
+208
+13% +$37.1K 0.03% 189
2023
Q1 		$285K Sell
1,600
-125
-7% -$23K 0.02% 196
2022
Q4 		$301K Buy
1,725
+151
+10% +$26.9K 0.03% 193
2022
Q3 		$260K Sell
1,574
-207
-12% -$37.8K 0.02% 194
2022
Q2 		$302K Buy
1,781
+207
+13% +$38.2K 0.03% 190
2022
Q1 		$323K Sell
1,574
-193
-11% -$39.4K 0.02% 201
2021
Q4 		$394K Sell
1,767
-104
-6% -$23.5K 0.03% 195
2021
Q3 		$409K Sell
1,871
-118
-6% -$26.2K 0.03% 195
2021
Q2 		$456K Hold
1,989
– – 0.04% 186
2021
Q1 		$439K Buy
1,989
+81
+4% +$17.7K 0.04% 182
2020
Q4 		$375K Buy
+1,908
New +$334K 0.04% 173
2014
Q3 		– Sell
-2,115
Closed -$251K – 182
2014
Q2 		$251K Buy
+2,115
New +$240K 0.07% 163

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 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
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Smith Salley Wealth Management's IWM Position: Q3 2026 in Review

Smith Salley Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,785 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #179.

Smith Salley Wealth Management first reported a position in IWM in Q2 2014 and has held it in 21 quarters since. The position peaked at $909K in Q3 2025. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Smith Salley Wealth Management held 2,785 shares of iShares Russell 2000 ETF worth $774K as of Q3 2026.
  • Smith Salley Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.03% of Smith Salley Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Smith Salley Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 21 quarters since.
  • Smith Salley Wealth Management's iShares Russell 2000 ETF position peaked at $909K in Q3 2025.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.