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

Wealth Enhancement Advisory Services’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 		$54.3M Buy
200,060
+41,840
+26% +$12.3M 0.08% 219
2026
Q2 		$45.6M Buy
158,220
+9,749
+7% +$2.74M 0.08% 229
2026
Q1 		$36.5M Sell
148,471
-46,617
-24% -$12M 0.07% 256
2025
Q4 		$50M Sell
195,088
-237
-0.1% -$58.3K 0.07% 253
2025
Q3 		$47.6M Sell
195,325
-543
-0.3% -$125K 0.07% 243
2025
Q2 		$43.7M Buy
195,868
+9,502
+5% +$1.91M 0.07% 247
2025
Q1 		$37.2M Buy
186,366
+2,482
+1% +$538K 0.07% 258
2024
Q4 		$40.6M Buy
183,884
+33,753
+22% +$7.7M 0.08% 237
2024
Q3 		$33.2M Buy
150,131
+20,068
+15% +$4.29M 0.07% 262
2024
Q2 		$26.4M Buy
130,063
+22,159
+21% +$4.48M 0.06% 287
2024
Q1 		$22.7M Buy
107,904
+17,581
+19% +$3.51M 0.06% 297
2023
Q4 		$18.1M Sell
90,323
-6,284
-7% -$1.13M 0.05% 322
2023
Q3 		$17.1M Buy
96,607
+84,467
+696% +$15.9M 0.06% 307
2023
Q2 		$2.27M Sell
12,140
-7,813
-39% -$1.39M 0.02% 187
2023
Q1 		$3.56M Sell
19,953
-6,245
-24% -$1.15M 0.04% 161
2022
Q4 		$4.9M Buy
26,198
+747
+3% +$133K 0.06% 123
2022
Q3 		$4.29M Buy
25,451
+9,441
+59% +$1.72M 0.06% 125
2022
Q2 		$2.81M Buy
16,010
+4,675
+41% +$862K 0.04% 179
2022
Q1 		$2.36M Buy
11,335
+2,239
+25% +$457K 0.03% 183
2021
Q4 		$1.81M Sell
9,096
-1,608
-15% -$363K 0.03% 178
2021
Q3 		$2.44M Sell
10,704
-7,169
-40% -$1.59M 0.04% 138
2021
Q2 		$3.89M Buy
17,873
+4,992
+39% +$1.12M 0.06% 116
2021
Q1 		$2.89M Buy
12,881
+827
+7% +$181K 0.05% 123
2020
Q4 		$2.54M Buy
12,054
+103
+0.9% +$18K 0.06% 107
2020
Q3 		$1.96M Buy
11,951
+1,304
+12% +$196K 0.05% 118
2020
Q2 		$1.58M Sell
10,647
-4,967
-32% -$652K 0.05% 137
2020
Q1 		$2.02M Buy
15,614
+10,925
+233% +$1.63M 0.07% 106
2019
Q4 		$777K Buy
4,689
+14
+0.3% +$2.21K 0.03% 179
2019
Q3 		$702K Sell
4,675
-33
-0.7% -$5.04K 0.03% 176
2019
Q2 		$735K Buy
+4,708
New +$726K 0.03% 174

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
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
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's IWM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 26% in Q3 2026, buying an estimated $12.3M and bringing the position to 200,060 shares worth $54.3M. The position accounts for 0.08% of the portfolio, ranked #219.

Wealth Enhancement Advisory Services first reported a position in IWM in Q2 2019 and has held it in 30 quarters since. 1,567 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 200,060 shares of iShares Russell 2000 ETF worth $54.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 41,840 iShares Russell 2000 ETF shares in Q3 2026, an estimated $12.3M.
  • iShares Russell 2000 ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #219 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 30 quarters since.
  • 1,567 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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