Worth Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Worth Asset 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	$1.43M	Sell	5,140 -67	-1%	-$19.7K	0.42%	58
2026 Q2	$1.56M	Sell	5,207 -68	-1%	-$19.1K	0.5%	43
2026 Q1	$1.31M	Buy	+5,275	New	+$1.36M	0.49%	53
2025 Q4	–	Sell	-1,717	Closed	-$415K	–	172
2025 Q3	$415K	Buy	1,717 +537	+46%	+$123K	0.19%	88
2025 Q2	$255K	Buy	+1,180	New	+$237K	0.13%	120
2025 Q1	–	Sell	-3,700	Closed	-$818K	–	155
2024 Q4	$818K	Buy	+3,700	New	+$844K	0.44%	51
2024 Q3	–	Sell	-3,623	Closed	-$735K	–	148
2024 Q2	$735K	Buy	+3,623	New	+$732K	0.44%	47

Other funds holding IWM

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

FWCM

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

FFBTD

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Worth Asset Management's IWM Position: Q3 2026 in Review

Worth Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2026, selling an estimated $19.7K and leaving 5,140 shares worth $1.43M. The position accounts for 0.42% of the portfolio, ranked #58.

Worth Asset Management first reported a position in IWM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q2 2026. 147 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Worth Asset Management held 5,140 shares of iShares Russell 2000 ETF worth $1.43M as of Q3 2026.
Worth Asset Management sold 67 iShares Russell 2000 ETF shares in Q3 2026, an estimated $19.7K.
iShares Russell 2000 ETF made up 0.42% of Worth Asset Management's portfolio in Q3 2026, its #58 holding.
Worth Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 7 quarters since.
Worth Asset Management's iShares Russell 2000 ETF position peaked at $1.56M in Q2 2026.
147 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.