World Equity Group
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World Equity Group’s iShares Russell 2000 ETF IWM Stock Holding History

World Equity 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 		$761K Sell
2,740
-576
-17% -$169K 0.31% 70
2026
Q2 		$996K Sell
3,316
-69
-2% -$19.4K 0.22% 97
2026
Q1 		$840K Sell
3,385
-206
-6% -$53.1K 0.22% 108
2025
Q4 		$884K Sell
3,591
-619
-15% -$152K 0.25% 94
2025
Q3 		$1.02M Buy
4,210
+541
+15% +$124K 0.23% 95
2025
Q2 		$792K Sell
3,669
-523
-12% -$105K 0.22% 100
2025
Q1 		$841K Sell
4,192
-3,430
-45% -$744K 0.24% 91
2024
Q4 		$1.68M Buy
7,622
+3,916
+106% +$893K 0.36% 60
2024
Q3 		$819K Buy
3,706
+373
+11% +$79.8K 0.3% 76
2024
Q2 		$676K Sell
3,333
-4,529
-58% -$915K 0.2% 133
2024
Q1 		$1.65M Sell
7,862
-448
-5% -$89.4K 0.34% 74
2023
Q4 		$1.67M Sell
8,310
-302
-4% -$54.1K 0.33% 72
2023
Q3 		$1.52M Buy
8,612
+4,974
+137% +$934K 0.32% 77
2023
Q2 		$681K Buy
3,638
+2,806
+337% +$500K 0.2% 128
2023
Q1 		$342K Sell
832
-2,831
-77% -$521K 0.05% 351
2022
Q4 		$639K Buy
3,663
+584
+19% +$104K 0.15% 153
2022
Q3 		$508K Sell
3,079
-20
-0.6% -$3.65K 0.13% 160
2022
Q2 		$525K Sell
3,099
-147
-5% -$27.1K 0.13% 174
2022
Q1 		$666K Buy
+3,246
New +$662K 0.14% 173

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 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

World Equity Group's IWM Position: Q3 2026 in Review

World Equity Group reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q3 2026, selling an estimated $169K and leaving 2,740 shares worth $761K. The position accounts for 0.31% of the portfolio, ranked #70.

World Equity Group first reported a position in IWM in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.68M in Q4 2024. 702 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • World Equity Group held 2,740 shares of iShares Russell 2000 ETF worth $761K as of Q3 2026.
  • World Equity Group sold 576 iShares Russell 2000 ETF shares in Q3 2026, an estimated $169K.
  • iShares Russell 2000 ETF made up 0.31% of World Equity Group's portfolio in Q3 2026, its #70 holding.
  • World Equity Group first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's iShares Russell 2000 ETF position peaked at $1.68M in Q4 2024.
  • 702 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.