Weaver Consulting Group’s iShares Russell 2000 ETF IWM Stock Holding History

Weaver Consulting Group’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	$1.38M	Buy	4,963 +10	+0.2%	+$2.94K	0.27%	78
2026 Q2	$1.49M	Sell	4,953 -111	-2%	-$31.2K	0.31%	71
2026 Q1	$1.26M	Sell	5,064 -159	-3%	-$41K	0.3%	72
2025 Q4	$1.29M	Sell	5,223 -4,497	-46%	-$1.11M	0.31%	65
2025 Q3	$2.35M	Sell	9,720 -159	-2%	-$36.5K	0.6%	42
2025 Q2	$2.13M	Sell	9,879 -1,570	-14%	-$316K	0.59%	43
2025 Q1	$2.28M	Sell	11,449 -307	-3%	-$66.6K	0.69%	39
2024 Q4	$2.6M	Buy	11,756 +1,183	+11%	+$270K	0.8%	34
2024 Q3	$2.34M	Buy	10,573 +1,513	+17%	+$324K	0.74%	37
2024 Q2	$1.84M	Buy	9,060 +2,350	+35%	+$475K	0.64%	41
2024 Q1	$1.41M	Buy	6,710 +1,512	+29%	+$302K	0.52%	47
2023 Q4	$1.04M	Buy	5,198 +2,226	+75%	+$399K	0.42%	51
2023 Q3	$525K	Sell	2,972 -493	-14%	-$92.6K	0.24%	71
2023 Q2	$649K	Buy	3,465 +687	+25%	+$122K	0.29%	62
2023 Q1	$496K	Sell	2,778 -615	-18%	-$113K	0.23%	77
2022 Q4	$592K	Sell	3,393 -1,471	-30%	-$262K	0.3%	66
2022 Q3	$802K	Buy	4,864 +1,920	+65%	+$350K	0.46%	46
2022 Q2	$499K	Sell	2,944 -424	-13%	-$78.2K	0.28%	71
2022 Q1	$691K	Sell	3,368 -1,637	-33%	-$334K	0.34%	55
2021 Q4	$1.11M	Buy	5,005 +732	+17%	+$165K	0.54%	37
2021 Q3	$935K	Buy	4,273 +616	+17%	+$137K	0.51%	39
2021 Q2	$839K	Buy	3,657 +2,613	+250%	+$587K	0.47%	41
2021 Q1	$231K	Buy	+1,044	New	+$228K	0.14%	122
2020 Q4	–	Sell	-382	Closed	-$57K	–	510
2020 Q3	$57K	Buy	382 +59	+18%	+$8.88K	0.03%	248
2020 Q2	$46K	Buy	323 +47	+17%	+$6.17K	0.03%	267
2020 Q1	$32K	Buy	276 +3	+1%	+$447	0.02%	269
2019 Q4	$41K	Hold	273	–	–	0.02%	261
2019 Q3	$43K	Hold	273	–	–	0.02%	240
2019 Q2	$42K	Sell	273 -54	-17%	-$8.32K	0.02%	238
2019 Q1	$50K	Buy	+327	New	+$49.1K	0.01%	480

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Weaver Consulting Group's IWM Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q3 2026, buying an estimated $2.94K and bringing the position to 4,963 shares worth $1.38M. The position accounts for 0.27% of the portfolio, ranked #78.

Weaver Consulting Group first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.6M in Q4 2024. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Weaver Consulting Group held 4,963 shares of iShares Russell 2000 ETF worth $1.38M as of Q3 2026.
Weaver Consulting Group bought 10 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.94K.
iShares Russell 2000 ETF made up 0.27% of Weaver Consulting Group's portfolio in Q3 2026, its #78 holding.
Weaver Consulting Group first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
Weaver Consulting Group's iShares Russell 2000 ETF position peaked at $2.6M in Q4 2024.
825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.