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Toth Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Toth Financial Advisory’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
2025
Q2 		– Hold
0
– -$19.9K – 768
2025
Q1 		– Hold
0
– – – 402
2018
Q3 		– Sell
-1,500
Closed -$246K – 446
2018
Q2 		$246K Buy
+1,500
New +$240K 0.06% 141

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Toth Financial Advisory's IWM Position: Q3 2026 in Review

Toth Financial Advisory increased its iShares Russell 2000 ETF (IWM) stake by 67% in Q3 2026, buying an estimated $2.04M and bringing the position to 17,346 shares worth $4.82M. The position accounts for 0.48% of the portfolio, ranked #70.

Toth Financial Advisory first reported a position in IWM in Q2 2018 and has held it in 30 quarters since. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Toth Financial Advisory held 17,346 shares of iShares Russell 2000 ETF worth $4.82M as of Q3 2026.
  • Toth Financial Advisory bought 6,957 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.04M.
  • iShares Russell 2000 ETF made up 0.48% of Toth Financial Advisory's portfolio in Q3 2026, its #70 holding.
  • Toth Financial Advisory first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 30 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.