WESPAC Advisors
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WESPAC Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

WESPAC Advisors’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 		$428K Sell
1,540
-2,209
-59% -$649K 0.22% 132
2026
Q2 		$1.13M Buy
3,749
+2,120
+130% +$596K 0.55% 51
2026
Q1 		$404K Sell
1,629
-6,168
-79% -$1.59M 0.22% 121
2025
Q4 		$1.92M Buy
7,797
+2,033
+35% +$500K 1.04% 24
2025
Q3 		$1.39M Buy
+5,764
New +$1.32M 0.82% 34
2025
Q1 		– Sell
-2,123
Closed -$469K – 176
2024
Q4 		$469K Buy
2,123
+1,152
+119% +$263K 0.35% 102
2024
Q3 		$214K Sell
971
-804
-45% -$172K 0.16% 145
2024
Q2 		$360K Sell
1,775
-175
-9% -$35.4K 0.28% 113
2024
Q1 		$410K Buy
+1,950
New +$389K 0.24% 121
2016
Q3 		– Sell
-1,900
Closed -$218K – 113
2016
Q2 		$218K Buy
+1,900
New +$214K 0.23% 97

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

WESPAC Advisors's IWM Position: Q3 2026 in Review

WESPAC Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 59% in Q3 2026, selling an estimated $649K and leaving 1,540 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #132.

WESPAC Advisors first reported a position in IWM in Q2 2016 and has held it in 10 quarters since. The position peaked at $1.92M in Q4 2025. 1,601 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • WESPAC Advisors held 1,540 shares of iShares Russell 2000 ETF worth $428K as of Q3 2026.
  • WESPAC Advisors sold 2,209 iShares Russell 2000 ETF shares in Q3 2026, an estimated $649K.
  • iShares Russell 2000 ETF made up 0.22% of WESPAC Advisors's portfolio in Q3 2026, its #132 holding.
  • WESPAC Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 10 quarters since.
  • WESPAC Advisors's iShares Russell 2000 ETF position peaked at $1.92M in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.