Tenon Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Tenon Financial’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	$489K	Hold	1,761	–	–	0.15%	36
2026 Q2	$529K	Buy	1,761 +147	+9%	+$41.3K	0.17%	34
2026 Q1	$400K	Hold	1,614	–	–	0.16%	36
2025 Q4	$397K	Hold	1,614	–	–	0.17%	35
2025 Q3	$391K	Hold	1,614	–	–	0.2%	32
2025 Q2	$348K	Hold	1,614	–	–	0.15%	34
2025 Q1	$322K	Hold	1,614	–	–	0.2%	33
2024 Q4	$357K	Hold	1,614	–	–	0.23%	31
2024 Q3	$357K	Buy	1,614 +23	+1%	+$4.92K	0.24%	32
2024 Q2	$323K	Hold	1,591	–	–	0.25%	30
2024 Q1	$335K	Buy	+1,591	New	+$317K	0.28%	26

Other funds holding IWM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Tenon Financial's IWM Position: Q3 2026 in Review

Tenon Financial held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,761 shares worth $489K. The position accounts for 0.15% of the portfolio, ranked #36.

Tenon Financial first reported a position in IWM in Q1 2024 and has held it in 11 quarters since. The position peaked at $529K in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Tenon Financial held 1,761 shares of iShares Russell 2000 ETF worth $489K as of Q3 2026.
Tenon Financial left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.15% of Tenon Financial's portfolio in Q3 2026, its #36 holding.
Tenon Financial first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 11 quarters since.
Tenon Financial's iShares Russell 2000 ETF position peaked at $529K in Q2 2026.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Tenon Financial's 13F filing for Q3 2026, filed 14 Oct 2026.