Strategy Asset Managers’s iShares Russell 2000 ETF IWM Stock Holding History

Strategy Asset Managers’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	$209K	Buy	751 +1	+0.1%	+$294	0.03%	257
2026 Q2	$225K	Buy	+750	New	+$211K	0.03%	255
2021 Q2	–	Sell	-920	Closed	-$203K	–	271
2021 Q1	$203K	Sell	920 -435	-32%	-$95K	0.05%	249
2020 Q4	$266K	Buy	+1,355	New	+$237K	0.06%	193
2020 Q1	–	Sell	-1,979	Closed	-$328K	–	201
2019 Q4	$328K	Buy	+1,979	New	+$313K	0.08%	161

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Strategy Asset Managers's IWM Position: Q3 2026 in Review

Strategy Asset Managers increased its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q3 2026, buying an estimated $294 and bringing the position to 751 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #257.

Strategy Asset Managers first reported a position in IWM in Q4 2019 and has held it in 5 quarters since. The position peaked at $328K in Q4 2019. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Strategy Asset Managers held 751 shares of iShares Russell 2000 ETF worth $209K as of Q3 2026.
Strategy Asset Managers bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
iShares Russell 2000 ETF made up 0.03% of Strategy Asset Managers's portfolio in Q3 2026, its #257 holding.
Strategy Asset Managers first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 5 quarters since.
Strategy Asset Managers's iShares Russell 2000 ETF position peaked at $328K in Q4 2019.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.