St. Clair Advisors
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St. Clair Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

St. Clair 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 		$666K Hold
2,398
– – 0.17% 57
2026
Q2 		$720K Sell
2,398
-9,756
-80% -$2.74M 0.19% 57
2026
Q1 		$3.01M Buy
12,154
+7,562
+165% +$1.95M 0.8% 27
2025
Q4 		$1.13M Buy
4,592
+2,874
+167% +$707K 0.29% 46
2025
Q3 		$416K Buy
1,718
+27
+2% +$6.2K 0.11% 70
2025
Q2 		$365K Sell
1,691
-953
-36% -$192K 0.1% 71
2025
Q1 		$527K Sell
2,644
-2,190
-45% -$475K 0.15% 60
2024
Q4 		$1.07M Buy
4,834
+2,782
+136% +$634K 0.31% 44
2024
Q3 		$453K Sell
2,052
-225
-10% -$48.1K 0.13% 66
2024
Q2 		$462K Sell
2,277
-500
-18% -$101K 0.15% 63
2024
Q1 		$584K Sell
2,777
-1,844
-40% -$368K 0.19% 60
2023
Q4 		$927K Buy
4,621
+792
+21% +$142K 0.32% 49
2023
Q3 		$677K Buy
3,829
+567
+17% +$106K 0.27% 50
2023
Q2 		$611K Hold
3,262
– – 0.24% 53
2023
Q1 		$582K Sell
3,262
-514
-14% -$94.6K 0.25% 51
2022
Q4 		$658K Buy
3,776
+679
+22% +$121K 0.41% 31
2022
Q3 		$511K Sell
3,097
-227
-7% -$41.4K 0.41% 22
2022
Q2 		$563K Buy
3,324
+714
+27% +$132K 0.46% 22
2022
Q1 		$536K Sell
2,610
-12,786
-83% -$2.61M 0.36% 24
2021
Q4 		$3.42M Buy
15,396
+12,799
+493% +$2.89M 1.97% 11
2021
Q3 		$568K Buy
+2,597
New +$576K 0.39% 24

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

St. Clair Advisors's IWM Position: Q3 2026 in Review

St. Clair Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,398 shares worth $666K. The position accounts for 0.17% of the portfolio, ranked #57.

St. Clair Advisors first reported a position in IWM in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.42M in Q4 2021. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • St. Clair Advisors held 2,398 shares of iShares Russell 2000 ETF worth $666K as of Q3 2026.
  • St. Clair Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.17% of St. Clair Advisors's portfolio in Q3 2026, its #57 holding.
  • St. Clair Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 21 quarters since.
  • St. Clair Advisors's iShares Russell 2000 ETF position peaked at $3.42M in Q4 2021.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.