Unique Wealth
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Unique Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Unique Wealth’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 		$8.46M Sell
30,440
-140
-0.5% -$41.1K 0.96% 26
2026
Q2 		$9.19M Sell
30,580
-638
-2% -$179K 1.07% 24
2026
Q1 		$7.74M Buy
31,218
+592
+2% +$153K 1.07% 23
2025
Q4 		$7.54M Sell
30,626
-215
-0.7% -$52.9K 1.05% 21
2025
Q3 		$7.46M Buy
30,841
+1,110
+4% +$255K 1.09% 21
2025
Q2 		$6.42M Buy
29,731
+3,114
+12% +$627K 1.04% 22
2025
Q1 		$5.31M Buy
26,617
+4,493
+20% +$975K 1% 25
2024
Q4 		$4.89M Buy
22,124
+4,826
+28% +$1.1M 1.02% 23
2024
Q3 		$3.82M Buy
17,298
+4,317
+33% +$924K 0.87% 24
2024
Q2 		$2.63M Buy
12,981
+1,454
+13% +$294K 0.69% 30
2024
Q1 		$2.42M Buy
11,527
+568
+5% +$113K 0.68% 26
2023
Q4 		$2.2M Buy
10,959
+7,067
+182% +$1.27M 0.71% 22
2023
Q3 		$688K Buy
+3,892
New +$731K 0.29% 39

Other funds holding IWM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Unique Wealth's IWM Position: Q3 2026 in Review

Unique Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 0.46% in Q3 2026, selling an estimated $41.1K and leaving 30,440 shares worth $8.46M. The position accounts for 0.96% of the portfolio, ranked #26.

Unique Wealth first reported a position in IWM in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.19M in Q2 2026. 1,195 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Unique Wealth held 30,440 shares of iShares Russell 2000 ETF worth $8.46M as of Q3 2026.
  • Unique Wealth sold 140 iShares Russell 2000 ETF shares in Q3 2026, an estimated $41.1K.
  • iShares Russell 2000 ETF made up 0.96% of Unique Wealth's portfolio in Q3 2026, its #26 holding.
  • Unique Wealth first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 13 quarters since.
  • Unique Wealth's iShares Russell 2000 ETF position peaked at $9.19M in Q2 2026.
  • 1,195 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.