Weaver Capital Management
IWM icon

Weaver Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Weaver Capital Management’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 		$57K Hold
205
– – 0.01% 166
2026
Q2 		$50.8K Hold
205
– – 0.01% 159
2026
Q1 		$50.8K Hold
205
– – 0.01% 161
2025
Q4 		$50.5K Hold
205
– – 0.01% 173
2025
Q3 		$49.6K Hold
205
– – 0.01% 177
2025
Q2 		$44.2K Sell
205
-1
-0.5% -$201 0.01% 175
2025
Q1 		$41.1K Hold
206
– – 0.01% 171
2024
Q4 		$45.5K Hold
206
– – 0.01% 169
2024
Q3 		$45.5K Hold
206
– – 0.01% 164
2024
Q2 		$41.8K Sell
206
-218
-51% -$44.1K 0.01% 159
2024
Q1 		$89.2K Buy
+424
New +$84.6K 0.03% 150

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Washington Trust
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Ferguson Wellman Capital Management
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Brookstone Capital Management
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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
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SteelPeak Wealth
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Weaver Capital Management's IWM Position: Q3 2026 in Review

Weaver Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 205 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #166.

Weaver Capital Management first reported a position in IWM in Q1 2024 and has held it in 11 quarters since. The position peaked at $89.2K in Q1 2024. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Weaver Capital Management held 205 shares of iShares Russell 2000 ETF worth $57K as of Q3 2026.
  • Weaver Capital Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.01% of Weaver Capital Management's portfolio in Q3 2026, its #166 holding.
  • Weaver Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 11 quarters since.
  • Weaver Capital Management's iShares Russell 2000 ETF position peaked at $89.2K in Q1 2024.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Weaver Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.