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Stanich Group’s iShares Russell 2000 ETF IWM Stock Holding History

Stanich Group’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 		$503K Hold
1,809
– – 0.24% 37
2026
Q2 		$544K Sell
1,809
-1,164
-39% -$327K 0.34% 24
2026
Q1 		$737K Buy
2,973
+4
+0.1% +$1.03K 0.56% 22
2025
Q4 		$731K Hold
2,969
– – 0.55% 22
2025
Q3 		$718K Sell
2,969
-42
-1% -$9.6K 0.44% 28
2025
Q2 		$672K Sell
3,011
-293
-9% -$59K 0.6% 21
2025
Q1 		$659K Sell
3,304
-49
-1% -$10.6K 0.49% 27
2024
Q4 		$741K Buy
+3,353
New +$765K 0.55% 26

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
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
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Stanich Group's IWM Position: Q3 2026 in Review

Stanich Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,809 shares worth $503K. The position accounts for 0.24% of the portfolio, ranked #37.

Stanich Group first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $741K in Q4 2024. 574 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Stanich Group held 1,809 shares of iShares Russell 2000 ETF worth $503K as of Q3 2026.
  • Stanich Group left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.24% of Stanich Group's portfolio in Q3 2026, its #37 holding.
  • Stanich Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • Stanich Group's iShares Russell 2000 ETF position peaked at $741K in Q4 2024.
  • 574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.