Trace Wealth Advisors
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Trace Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Trace Wealth Advisors’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 		$334K Buy
+1,203
New +$353K 0.25% 42

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Trace Wealth Advisors's IWM Position: Q3 2026 in Review

Trace Wealth Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 1,203 shares worth $334K. The stake represents 0.25% of the portfolio and ranks #42 among its holdings.

1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Trace Wealth Advisors held 1,203 shares of iShares Russell 2000 ETF worth $334K as of Q3 2026.
  • iShares Russell 2000 ETF was a new Trace Wealth Advisors position in Q3 2026.
  • iShares Russell 2000 ETF made up 0.25% of Trace Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Trace Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.