James T. Borello RIA’s iShares Russell 2000 ETF IWM Stock Holding History

James T. Borello RIA’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	$136K	Hold	489	–	–	0.03%	142
2026 Q2	$147K	Hold	489	–	–	0.03%	135
2026 Q1	$121K	Hold	489	–	–	0.03%	139
2025 Q4	$120K	Hold	489	–	–	0.03%	123
2025 Q3	$118K	Hold	489	–	–	0.03%	117
2025 Q2	$106K	Hold	489	–	–	0.03%	113
2025 Q1	$97.6K	Hold	489	–	–	0.03%	105
2024 Q4	$108K	Hold	489	–	–	0.04%	89
2024 Q3	$108K	Hold	489	–	–	0.04%	83
2024 Q2	$99.2K	Hold	489	–	–	0.04%	82
2024 Q1	$103K	Hold	489	–	–	0.05%	79
2023 Q4	$98.1K	Buy	+489	New	+$87.6K	0.08%	56

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

AIC

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

James T. Borello RIA's IWM Position: Q3 2026 in Review

James T. Borello RIA held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 489 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #142.

James T. Borello RIA first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $147K in Q2 2026. 486 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

James T. Borello RIA held 489 shares of iShares Russell 2000 ETF worth $136K as of Q3 2026.
James T. Borello RIA left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #142 holding.
James T. Borello RIA first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's iShares Russell 2000 ETF position peaked at $147K in Q2 2026.
486 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.