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

Spire 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 		$4.39M Sell
15,791
-4,654
-23% -$1.37M 0.13% 145
2026
Q2 		$6.14M Sell
20,445
-368
-2% -$103K 0.19% 114
2026
Q1 		$5.16M Buy
20,813
+929
+5% +$240K 0.18% 122
2025
Q4 		$4.89M Sell
19,884
-269
-1% -$66.1K 0.16% 126
2025
Q3 		$4.88M Buy
20,153
+166
+0.8% +$38.1K 0.17% 123
2025
Q2 		$4.31M Sell
19,987
-11,032
-36% -$2.22M 0.15% 123
2025
Q1 		$6.19M Buy
31,019
+3,429
+12% +$744K 0.2% 104
2024
Q4 		$6.1M Buy
27,590
+283
+1% +$64.5K 0.19% 109
2024
Q3 		$6.03M Buy
27,307
+4,362
+19% +$933K 0.2% 103
2024
Q2 		$4.66M Buy
22,945
+15
+0.1% +$3.03K 0.16% 129
2024
Q1 		$4.82M Buy
22,930
+3,454
+18% +$689K 0.09% 165
2023
Q4 		$3.75M Buy
19,476
+323
+2% +$57.9K 0.12% 176
2023
Q3 		$3.39M Buy
19,153
+2,800
+17% +$526K 0.13% 176
2023
Q2 		$3.06M Sell
16,353
-683
-4% -$122K 0.11% 177
2023
Q1 		$3.04M Buy
17,036
+1,722
+11% +$317K 0.12% 161
2022
Q4 		$2.67M Buy
15,314
+3,936
+35% +$700K 0.15% 133
2022
Q3 		$1.88M Sell
11,378
-9,781
-46% -$1.78M 0.11% 138
2022
Q2 		$3.58M Sell
21,159
-3,492
-14% -$644K 0.15% 143
2022
Q1 		$5.06M Buy
24,651
+41
+0.2% +$8.36K 0.14% 153
2021
Q4 		$5.48M Buy
24,610
+1,123
+5% +$254K 0.12% 164
2021
Q3 		$5.23M Buy
23,487
+1,517
+7% +$336K 0.14% 160
2021
Q2 		$5.04M Buy
21,970
+1,162
+6% +$261K 0.14% 164
2021
Q1 		$4M Buy
+20,808
New +$4.54M 0.11% 181

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

Spire Wealth Management's IWM Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 23% in Q3 2026, selling an estimated $1.37M and leaving 15,791 shares worth $4.39M. The position accounts for 0.13% of the portfolio, ranked #145.

Spire Wealth Management first reported a position in IWM in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.19M in Q1 2025. 1,869 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Spire Wealth Management held 15,791 shares of iShares Russell 2000 ETF worth $4.39M as of Q3 2026.
  • Spire Wealth Management sold 4,654 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.37M.
  • iShares Russell 2000 ETF made up 0.13% of Spire Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Spire Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares Russell 2000 ETF position peaked at $6.19M in Q1 2025.
  • 1,869 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.