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YHB Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

YHB Investment 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 		$7.28M Buy
26,196
+355
+1% +$104K 0.46% 57
2026
Q2 		$7.76M Sell
25,841
-302
-1% -$84.9K 0.5% 57
2026
Q1 		$6.48M Sell
26,143
-583
-2% -$150K 0.46% 61
2025
Q4 		$6.58M Buy
26,726
+545
+2% +$134K 0.45% 59
2025
Q3 		$6.33M Buy
26,181
+237
+0.9% +$54.4K 0.46% 59
2025
Q2 		$5.6M Buy
25,944
+1,711
+7% +$344K 0.43% 61
2025
Q1 		$4.83M Buy
24,233
+186
+0.8% +$40.3K 0.4% 67
2024
Q4 		$5.31M Sell
24,047
-259
-1% -$59.1K 0.44% 57
2024
Q3 		$5.37M Sell
24,306
-38
-0.2% -$8.13K 0.44% 55
2024
Q2 		$4.94M Buy
24,344
+30
+0.1% +$6.06K 0.43% 57
2024
Q1 		$5.11M Sell
24,314
-529
-2% -$106K 0.45% 56
2023
Q4 		$4.99M Sell
24,843
-4,360
-15% -$781K 0.48% 54
2023
Q3 		$5.16M Sell
29,203
-7
-0% -$1.31K 0.48% 60
2023
Q2 		$5.47M Sell
29,210
-1,062
-4% -$189K 0.51% 54
2023
Q1 		$5.4M Sell
30,272
-340
-1% -$62.6K 0.54% 52
2022
Q4 		$5.34M Buy
30,612
+51
+0.2% +$9.07K 0.57% 50
2022
Q3 		$5.04M Sell
30,561
-532
-2% -$97K 0.56% 51
2022
Q2 		$5.27M Buy
31,093
+50
+0.2% +$9.22K 0.56% 54
2022
Q1 		$6.37M Buy
31,043
+222
+0.7% +$45.3K 0.56% 48
2021
Q4 		$6.86M Buy
30,821
+90
+0.3% +$20.3K 0.54% 51
2021
Q3 		$6.72M Buy
30,731
+216
+0.7% +$47.9K 0.58% 47
2021
Q2 		$7M Sell
30,515
-537
-2% -$121K 0.6% 48
2021
Q1 		$6.98M Sell
31,052
-432
-1% -$94.3K 0.6% 46
2020
Q4 		$6.17M Sell
31,484
-261
-0.8% -$45.7K 0.59% 47
2020
Q3 		$4.75M Buy
+31,745
New +$4.78M 0.52% 57

Other funds holding IWM

SP
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

YHB Investment Advisors's IWM Position: Q3 2026 in Review

YHB Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q3 2026, buying an estimated $104K and bringing the position to 26,196 shares worth $7.28M. The position accounts for 0.46% of the portfolio, ranked #57.

YHB Investment Advisors first reported a position in IWM in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.76M in Q2 2026. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • YHB Investment Advisors held 26,196 shares of iShares Russell 2000 ETF worth $7.28M as of Q3 2026.
  • YHB Investment Advisors bought 355 iShares Russell 2000 ETF shares in Q3 2026, an estimated $104K.
  • iShares Russell 2000 ETF made up 0.46% of YHB Investment Advisors's portfolio in Q3 2026, its #57 holding.
  • YHB Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's iShares Russell 2000 ETF position peaked at $7.76M in Q2 2026.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.