17 Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

17 Capital Partners’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 Q1	$1.47M	Buy	5,929 +360	+6%	+$92.9K	0.76%	28
2025 Q4	$1.37M	Buy	5,569 +275	+5%	+$67.6K	0.71%	35
2025 Q3	$1.28M	Buy	5,294 +78	+1%	+$17.9K	0.7%	44
2025 Q2	$1.13M	Buy	5,216 +302	+6%	+$60.8K	0.65%	52
2025 Q1	$980K	Sell	4,914 -13	-0.3%	-$2.82K	0.63%	55
2024 Q4	$1.09M	Buy	4,927 +78	+2%	+$17.8K	0.69%	55
2024 Q3	$1.07M	Sell	4,849 -8	-0.2%	-$1.71K	0.7%	56
2024 Q2	$985K	Buy	4,857 +351	+8%	+$70.9K	0.7%	51
2024 Q1	$948K	Buy	4,506 +488	+12%	+$97.3K	0.7%	50
2023 Q4	$806K	Buy	+4,018	New	+$720K	0.74%	52
2022 Q3	$592K	Buy	3,588 +25	+0.7%	+$4.56K	0.81%	51
2022 Q2	$603K	Buy	3,563 +40	+1%	+$7.37K	0.76%	54
2022 Q1	$723K	Hold	3,523	–	–	0.75%	53
2021 Q4	$784K	Buy	3,523 +5	+0.1%	+$1.13K	0.71%	53
2021 Q3	$770K	Buy	3,518 +50	+1%	+$11.1K	0.73%	48
2021 Q2	$795K	Buy	+3,468	New	+$780K	0.74%	49

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

17 Capital Partners's IWM Position: Q1 2026 in Review

17 Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q1 2026, buying an estimated $92.9K and bringing the position to 5,929 shares worth $1.47M. The position accounts for 0.76% of the portfolio, ranked #28.

17 Capital Partners first reported a position in IWM in Q2 2021 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

17 Capital Partners held 5,929 shares of iShares Russell 2000 ETF worth $1.47M as of Q1 2026.
17 Capital Partners bought 360 iShares Russell 2000 ETF shares in Q1 2026, an estimated $92.9K.
iShares Russell 2000 ETF made up 0.76% of 17 Capital Partners's portfolio in Q1 2026, its #28 holding.
17 Capital Partners first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 16 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.