The Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

The Wealth 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	$310K	Hold	1,101	–	–	0.06%	71
2026 Q2	$331K	Buy	1,101 +37	+3%	+$10.4K	0.06%	68
2026 Q1	$264K	Hold	1,064	–	–	0.06%	69
2025 Q4	$262K	Hold	1,064	–	–	0.06%	68
2025 Q3	$257K	Hold	1,064	–	–	0.06%	67
2025 Q2	$230K	Hold	1,064	–	–	0.06%	68
2025 Q1	$212K	Hold	1,064	–	–	0.06%	60
2024 Q4	$235K	Hold	1,064	–	–	0.07%	55
2024 Q3	$235K	Hold	1,064	–	–	0.07%	54
2024 Q2	$216K	Hold	1,064	–	–	0.07%	54
2024 Q1	$217K	Buy	1,064 +16	+2%	+$3.19K	0.07%	55
2023 Q4	$203K	Buy	+1,048	New	+$188K	0.07%	57

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

The Wealth Group's IWM Position: Q3 2026 in Review

The Wealth Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,101 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #71.

The Wealth Group first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $331K in Q2 2026. 665 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

The Wealth Group held 1,101 shares of iShares Russell 2000 ETF worth $310K as of Q3 2026.
The Wealth Group left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.06% of The Wealth Group's portfolio in Q3 2026, its #71 holding.
The Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's iShares Russell 2000 ETF position peaked at $331K in Q2 2026.
665 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.