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

Tanager 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	$2.5M	Sell	8,981 -187	-2%	-$54.9K	0.21%	40
2026 Q2	$2.75M	Sell	9,168 -1,863	-17%	-$524K	0.24%	40
2026 Q1	$2.74M	Sell	11,031 -480	-4%	-$124K	0.26%	40
2025 Q4	$2.83M	Sell	11,511 -873	-7%	-$215K	0.28%	38
2025 Q3	$3M	Sell	12,384 -134	-1%	-$30.7K	0.31%	39
2025 Q2	$2.7M	Buy	12,518 +9,209	+278%	+$1.85M	0.32%	37
2025 Q1	$660K	Buy	3,309 +2,055	+164%	+$446K	0.09%	58
2024 Q4	$277K	Buy	+1,254	New	+$286K	0.04%	93

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

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

Tanager Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q3 2026, selling an estimated $54.9K and leaving 8,981 shares worth $2.5M. The position accounts for 0.21% of the portfolio, ranked #40.

Tanager Wealth Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3M in Q3 2025. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Tanager Wealth Management held 8,981 shares of iShares Russell 2000 ETF worth $2.5M as of Q3 2026.
Tanager Wealth Management sold 187 iShares Russell 2000 ETF shares in Q3 2026, an estimated $54.9K.
iShares Russell 2000 ETF made up 0.21% of Tanager Wealth Management's portfolio in Q3 2026, its #40 holding.
Tanager Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Tanager Wealth Management's iShares Russell 2000 ETF position peaked at $3M in Q3 2025.
1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.