Surience Private Wealth
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Surience Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Surience Private Wealth’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 		$10.5M Sell
37,942
-615
-2% -$181K 10.12% 3
2026
Q2 		$11.6M Buy
38,557
+17,787
+86% +$5M 10.19% 1
2026
Q1 		$5.15M Sell
20,770
-15,795
-43% -$4.07M 5.53% 4
2025
Q4 		$9M Sell
36,565
-21,517
-37% -$5.29M 9.66% 2
2025
Q3 		$14.1M Buy
+58,082
New +$13.3M 12.85% 1
2025
Q2 		– Sell
-25,234
Closed -$5.03M – 38
2025
Q1 		$5.03M Buy
25,234
+5,807
+30% +$1.26M 8.75% 3
2024
Q4 		$4.29M Sell
19,427
-30,927
-61% -$7.05M 5.54% 10
2024
Q3 		$11.1M Buy
50,354
+24,222
+93% +$5.18M 11.37% 4
2024
Q2 		$5.3M Sell
26,132
-19,998
-43% -$4.04M 6.82% 2
2024
Q1 		$9.7M Buy
46,130
+16,469
+56% +$3.29M 9.19% 3
2023
Q4 		$5.95M Buy
+29,661
New +$5.31M 6.05% 4
2023
Q3 		– Sell
-3,405
Closed -$638K – 27
2023
Q2 		$638K Buy
3,405
+825
+32% +$147K 0.91% 17
2023
Q1 		$460K Sell
2,580
-41,817
-94% -$7.7M 0.68% 16
2022
Q4 		$7.74M Buy
44,397
+41,817
+1,621% +$7.44M 10.27% 3
2022
Q3 		$425K Hold
2,580
– – 1.09% 12
2022
Q2 		$437K Sell
2,580
-24,789
-91% -$4.57M 0.66% 10
2022
Q1 		$5.62M Buy
27,369
+25,915
+1,782% +$5.29M 4.91% 8
2021
Q4 		$323K Buy
+1,454
New +$329K 0.26% 22

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 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

Surience Private Wealth's IWM Position: Q3 2026 in Review

Surience Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q3 2026, selling an estimated $181K and leaving 37,942 shares worth $10.5M. The position accounts for 10.12% of the portfolio, ranked #3.

Surience Private Wealth first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.1M in Q3 2025. 781 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Surience Private Wealth held 37,942 shares of iShares Russell 2000 ETF worth $10.5M as of Q3 2026.
  • Surience Private Wealth sold 615 iShares Russell 2000 ETF shares in Q3 2026, an estimated $181K.
  • iShares Russell 2000 ETF made up 10.12% of Surience Private Wealth's portfolio in Q3 2026, its #3 holding.
  • Surience Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Surience Private Wealth's iShares Russell 2000 ETF position peaked at $14.1M in Q3 2025.
  • 781 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.