Foster Group 13F: Cuts IWM Stake by $964K
Foster Group trimmed its holdings in iShares Russell 2000 ETF by 8.6%, now holding 36,797 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Foster Group sold 3,470 shares from its stake in iShares Russell 2000 ETF ($IWM), an 8.62% decrease, according to a 13F filing with the SEC dated October 13, 2026. It reported 36,797 shares worth $10.23 million at the end of the quarter.
Since the filing, $IWM is down 2.3% to date (from the $276.70 close on Oct 13, 2026).
IWM
iShares Russell 2000 ETF
Key Points
- Foster Group reduced its stake in iShares Russell 2000 ETF by 8.6%, selling 3,470 shares to hold 36,797 shares.
- The iShares Russell 2000 ETF, trading on NYSEArca, has a 52-week range of $228.9 to $305.18 and a P/E ratio of 16.8.
- With no insider or analyst activity, the ETF's dividend yield is 0.9%, reflecting its steady income potential.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Russell 2000 ETF alert may contain errors. Disclosures
Foster Group recently trimmed its holdings in the iShares Russell 2000 ETF (NYSEArca: IWM). According to the latest Form 13F filing with the SEC, the firm reduced its stake by 8.6%, selling 3,470 shares. This adjustment leaves Foster Group with 36,797 shares, valued at approximately $10.2 million as of the reporting period.
Foster Group vs. the S&P 500
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What Changed in Foster Group's iShares Russell 2000 ETF Position
Foster Group decreased its position in the iShares Russell 2000 ETF, cutting 3,470 shares from its previous holding of 40,267 shares. The reduction represents an 8.6% decrease, bringing the total to 36,797 shares, with a reported value of $10.2 million.
iShares Russell 2000 ETF Stock Down 0.3%
The iShares Russell 2000 ETF, listed on NYSEArca, tracks a float-adjusted capitalization-weighted index of approximately 1,933 of the smallest issuers in the Russell 3000 Index. The ETF has a P/E ratio of 16.8 and a 52-week trading range from $228.9 to $305.18. As of the latest data, its 50-day moving average is $294.93, while the 200-day moving average is $275.03. The ETF offers a dividend yield of 0.9%.
About iShares Russell 2000 ETF
The iShares Russell 2000 ETF is designed to track the performance of the Russell 2000 Index, which includes the smallest 1,933 companies in the larger Russell 3000 Index. This ETF provides exposure to a broad range of small-cap U.S. companies. It can utilize derivatives to manage exposure to the index components or related market risks. The fund is a popular choice for investors looking to diversify their portfolios with smaller, growth-oriented companies.
Bottom Line
Foster Group's decision to trim its stake in the iShares Russell 2000 ETF reflects a strategic adjustment in its portfolio. Investors often track such filings to gauge institutional sentiment toward specific assets. As always, it's important to remember that 13F filings are historical snapshots and may not represent current positions.
Related Filing Alerts
Source: Foster Group's 13F filing on $IWM (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Foster Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts