Wealth Advisory Solutions
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Wealth Advisory Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Advisory Solutions’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 		$4.15M Sell
14,920
-174
-1% -$51.1K 0.86% 31
2026
Q2 		$4.53M Sell
15,094
-1,449
-9% -$407K 0.93% 27
2026
Q1 		$4.1M Sell
16,543
-1,137
-6% -$293K 0.91% 31
2025
Q4 		$4.35M Sell
17,680
-992
-5% -$244K 1.01% 27
2025
Q3 		$4.52M Sell
18,672
-157
-0.8% -$36K 1.09% 25
2025
Q2 		$4.06M Buy
18,829
+161
+0.9% +$32.4K 1.03% 27
2025
Q1 		$3.72M Sell
18,668
-3,266
-15% -$708K 0.99% 27
2024
Q4 		$4.85M Sell
21,934
-140
-0.6% -$31.9K 1.36% 19
2024
Q3 		$4.88M Buy
22,074
+710
+3% +$152K 1.34% 23
2024
Q2 		$4.33M Buy
21,364
+30
+0.1% +$6.06K 1.17% 26
2024
Q1 		$4.49M Sell
21,334
-1,500
-7% -$299K 1.16% 26
2023
Q4 		$4.58M Sell
22,834
-23,587
-51% -$4.23M 1.6% 24
2023
Q3 		$8.75M Buy
46,421
+22,903
+97% +$4.3M 1.71% 17
2023
Q2 		$4.4M Sell
23,518
-40
-0.2% -$7.13K 1.17% 26
2023
Q1 		$4.2M Sell
23,558
-520
-2% -$95.7K 1.12% 27
2022
Q4 		$4.2M Sell
24,078
-373
-2% -$66.3K 1.13% 22
2022
Q3 		$4.03M Buy
24,451
+16
+0.1% +$2.92K 1.11% 25
2022
Q2 		$4.14M Sell
24,435
-5,187
-18% -$956K 1.02% 31
2022
Q1 		$6.08M Buy
+29,622
New +$6.04M 1.26% 22
2021
Q3 		$6.99M Buy
31,940
+264
+0.8% +$58.5K 1.55% 12
2021
Q2 		$7.26M Sell
31,676
-23,062
-42% -$5.19M 1.72% 11
2021
Q1 		$12.3M Buy
54,738
+16,621
+44% +$3.63M 2.56% 9
2020
Q4 		$7.47M Sell
38,117
-780
-2% -$136K 2.03% 13
2020
Q3 		$5.83M Sell
38,897
-476
-1% -$71.6K 1.55% 16
2020
Q2 		$5.64M Sell
39,373
-5,624
-12% -$738K 1.57% 15
2020
Q1 		$5.15M Sell
44,997
-51,090
-53% -$7.62M 1.75% 13
2019
Q4 		$15.9M Buy
+96,087
New +$15.2M 4.19% 3

Other funds holding IWM

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
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

Wealth Advisory Solutions's IWM Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q3 2026, selling an estimated $51.1K and leaving 14,920 shares worth $4.15M. The position accounts for 0.86% of the portfolio, ranked #31.

Wealth Advisory Solutions first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.9M in Q4 2019. 781 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Wealth Advisory Solutions held 14,920 shares of iShares Russell 2000 ETF worth $4.15M as of Q3 2026.
  • Wealth Advisory Solutions sold 174 iShares Russell 2000 ETF shares in Q3 2026, an estimated $51.1K.
  • iShares Russell 2000 ETF made up 0.86% of Wealth Advisory Solutions's portfolio in Q3 2026, its #31 holding.
  • Wealth Advisory Solutions first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Wealth Advisory Solutions's iShares Russell 2000 ETF position peaked at $15.9M in Q4 2019.
  • 781 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.