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

Ullmann Wealth Partners 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 		$828K Buy
2,981
+13
+0.4% +$3.82K 0.07% 83
2026
Q2 		$892K Buy
2,968
+502
+20% +$141K 0.08% 88
2026
Q1 		$612K Buy
2,466
+2
+0.1% +$516 0.06% 95
2025
Q4 		$607K Hold
2,464
– – 0.06% 93
2025
Q3 		$596K Buy
2,464
+351
+17% +$80.5K 0.07% 91
2025
Q2 		$456K Buy
2,113
+108
+5% +$21.7K 0.05% 100
2025
Q1 		$400K Sell
2,005
-623
-24% -$135K 0.05% 101
2024
Q4 		$581K Buy
2,628
+1
+0% +$228 0.07% 80
2024
Q3 		$580K Sell
2,627
-91
-3% -$19.5K 0.08% 81
2024
Q2 		$551K Buy
2,718
+290
+12% +$58.6K 0.08% 70
2024
Q1 		$511K Sell
2,428
-126
-5% -$25.1K 0.08% 70
2023
Q4 		$513K Buy
2,554
+5
+0.2% +$896 0.08% 62
2023
Q3 		$451K Buy
2,549
+965
+61% +$181K 0.08% 63
2023
Q2 		$297K Sell
1,584
-115
-7% -$20.5K 0.06% 82
2023
Q1 		$303K Buy
1,699
+146
+9% +$26.9K 0.07% 70
2022
Q4 		$271K Sell
1,553
-95
-6% -$16.9K 0.07% 70
2022
Q3 		$272K Sell
1,648
-3,216
-66% -$587K 0.08% 69
2022
Q2 		$824K Buy
4,864
+26
+0.5% +$4.79K 0.22% 38
2022
Q1 		$993K Hold
4,838
– – 0.25% 35
2021
Q4 		$1.08M Buy
4,838
+3,290
+213% +$743K 0.29% 33
2021
Q3 		$339K Hold
1,548
– – 0.13% 58
2021
Q2 		$355K Sell
1,548
-141
-8% -$31.7K 0.15% 55
2021
Q1 		$373K Buy
1,689
+80
+5% +$17.5K 0.17% 53
2020
Q4 		$315K Sell
1,609
-307
-16% -$53.7K 0.16% 56
2020
Q3 		$287K Hold
1,916
– – 0.16% 57
2020
Q2 		$274K Hold
1,916
– – 0.17% 54
2020
Q1 		$219K Hold
1,916
– – 0.16% 51
2019
Q4 		$317K Hold
1,916
– – 0.19% 43
2019
Q3 		$290K Hold
1,916
– – 0.18% 47
2019
Q2 		$297K Hold
1,916
– – 0.19% 49
2019
Q1 		$293K Sell
1,916
-359
-16% -$53.9K 0.19% 48
2018
Q4 		$305K Buy
2,275
+1
+0% +$149 0.23% 39
2018
Q3 		$383K Sell
2,274
-110
-5% -$18.6K 0.25% 32
2018
Q2 		$390K Sell
2,384
-36
-1% -$5.76K 0.27% 31
2018
Q1 		$358K Sell
2,420
-84
-3% -$13K 0.25% 31
2017
Q4 		$381K Sell
2,504
-800
-24% -$120K 0.26% 34
2017
Q3 		$410K Buy
3,304
+423
+15% +$59.5K 0.41% 36
2017
Q2 		$406K Sell
2,881
-402
-12% -$55.6K 0.29% 38
2017
Q1 		$451K Sell
3,283
-66
-2% -$9.02K 0.37% 28
2016
Q4 		$458K Buy
+3,349
New +$428K 0.43% 32

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Ullmann Wealth Partners Group's IWM Position: Q3 2026 in Review

Ullmann Wealth Partners Group increased its iShares Russell 2000 ETF (IWM) stake by 0.44% in Q3 2026, buying an estimated $3.82K and bringing the position to 2,981 shares worth $828K. The position accounts for 0.07% of the portfolio, ranked #83.

Ullmann Wealth Partners Group first reported a position in IWM in Q4 2016 and has held it in 40 quarters since. The position peaked at $1.08M in Q4 2021. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Ullmann Wealth Partners Group held 2,981 shares of iShares Russell 2000 ETF worth $828K as of Q3 2026.
  • Ullmann Wealth Partners Group bought 13 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.82K.
  • iShares Russell 2000 ETF made up 0.07% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #83 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 40 quarters since.
  • Ullmann Wealth Partners Group's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2021.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.