Vawter Financial
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Vawter Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Vawter Financial’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 		$799K Buy
2,876
+1
+0% +$294 0.3% 47
2026
Q2 		$864K Sell
2,875
-47
-2% -$13.2K 0.33% 45
2026
Q1 		$725K Sell
2,922
-500
-15% -$129K 0.3% 47
2025
Q4 		$842K Sell
3,422
-138
-4% -$33.9K 0.36% 43
2025
Q3 		$861K Buy
+3,560
New +$817K 0.39% 43
2025
Q2 		– Sell
-3,632
Closed -$725K – 58
2025
Q1 		$725K Buy
3,632
+474
+15% +$103K 0.41% 43
2024
Q4 		$698K Sell
3,158
-337
-10% -$76.8K 0.42% 43
2024
Q3 		$772K Sell
3,495
-184
-5% -$39.4K 0.47% 39
2024
Q2 		$746K Buy
3,679
+300
+9% +$60.6K 0.51% 36
2024
Q1 		$711K Sell
3,379
-297
-8% -$59.2K 0.52% 35
2023
Q4 		$738K Buy
3,676
+402
+12% +$72K 0.58% 33
2023
Q3 		$579K Sell
3,274
-29
-0.9% -$5.44K 0.52% 34
2023
Q2 		$619K Sell
3,303
-231
-7% -$41.2K 0.53% 34
2023
Q1 		$630K Sell
3,534
-430
-11% -$79.2K 0.64% 25
2022
Q4 		$691K Buy
+3,964
New +$705K 0.81% 22

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Vawter Financial's IWM Position: Q3 2026 in Review

Vawter Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q3 2026, buying an estimated $294 and bringing the position to 2,876 shares worth $799K. The position accounts for 0.3% of the portfolio, ranked #47.

Vawter Financial first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $864K in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Vawter Financial held 2,876 shares of iShares Russell 2000 ETF worth $799K as of Q3 2026.
  • Vawter Financial bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
  • iShares Russell 2000 ETF made up 0.3% of Vawter Financial's portfolio in Q3 2026, its #47 holding.
  • Vawter Financial first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Vawter Financial's iShares Russell 2000 ETF position peaked at $864K in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.