Valley Wealth Managers
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Valley Wealth Managers’s iShares Russell 2000 ETF IWM Stock Holding History

Valley Wealth Managers’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 		$139 Sell
1
-82
-99% -$24.1K ﹤0.01% 331
2026
Q2 		$24.8K Buy
+83
New +$23.3K ﹤0.01% 250
2025
Q2 		– Sell
-168
Closed -$33.5K – 340
2025
Q1 		$33.5K Hold
168
– – ﹤0.01% 223
2024
Q4 		$37.1K Buy
168
+31
+23% +$7.07K ﹤0.01% 225
2024
Q3 		$30.3K Sell
137
-905
-87% -$194K ﹤0.01% 241
2024
Q2 		$211K Sell
1,042
-261
-20% -$52.7K 0.02% 186
2024
Q1 		$274K Buy
1,303
+126
+11% +$25.1K 0.02% 178
2023
Q4 		$236K Sell
1,177
-2,437
-67% -$437K 0.02% 177
2023
Q3 		$639K Hold
3,614
– – 0.05% 135
2023
Q2 		$677K Sell
3,614
-351
-9% -$62.6K 0.06% 113
2023
Q1 		$707K Sell
3,965
-99
-2% -$18.2K 0.06% 114
2022
Q4 		$709K Sell
4,064
-171
-4% -$30.4K 0.07% 117
2022
Q3 		$698K Sell
4,235
-146
-3% -$26.6K 0.07% 116
2022
Q2 		$742K Sell
4,381
-7,238
-62% -$1.33M 0.07% 119
2022
Q1 		$2.38M Sell
11,619
-807
-6% -$165K 0.2% 95
2021
Q4 		$2.76M Hold
12,426
– – 0.22% 95
2021
Q3 		$2.72M Sell
12,426
-115
-0.9% -$25.5K 0.24% 91
2021
Q2 		$2.88M Sell
12,541
-99
-0.8% -$22.3K 0.24% 89
2021
Q1 		$2.79M Sell
12,640
-173
-1% -$37.8K 0.25% 88
2020
Q4 		$2.51M Sell
12,813
-231
-2% -$40.4K 0.25% 85
2020
Q3 		$1.95M Buy
13,044
+12
+0.1% +$1.8K 0.22% 88
2020
Q2 		$1.87M Sell
13,032
-31
-0.2% -$4.07K 0.21% 90
2020
Q1 		$1.5M Sell
13,063
-279
-2% -$41.6K 0.19% 89
2019
Q4 		$2.21M Sell
13,342
-172
-1% -$27.2K 0.22% 85
2019
Q3 		$2.04M Buy
13,514
+104
+0.8% +$15.9K 0.22% 83
2019
Q2 		$2.08M Sell
13,410
-92
-0.7% -$14.2K 0.22% 83
2019
Q1 		$2.07M Buy
13,502
+3,444
+34% +$518K 0.23% 71
2018
Q4 		$1.35M Buy
+10,058
New +$1.5M 0.18% 82

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Valley Wealth Managers's IWM Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares Russell 2000 ETF (IWM) stake by 99% in Q3 2026, selling an estimated $24.1K and leaving 1 share worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Valley Wealth Managers first reported a position in IWM in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.88M in Q2 2021. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Valley Wealth Managers held 1 share of iShares Russell 2000 ETF worth $139 as of Q3 2026.
  • Valley Wealth Managers sold 82 iShares Russell 2000 ETF shares in Q3 2026, an estimated $24.1K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #331 holding.
  • Valley Wealth Managers first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 28 quarters since.
  • Valley Wealth Managers's iShares Russell 2000 ETF position peaked at $2.88M in Q2 2021.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.