3Chopt Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

3Chopt Investment 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	$2.87M	Sell	11,560 -9	-0.1%	-$2.32K	0.66%	33
2025 Q4	$2.85M	Hold	11,569	–	–	0.64%	36
2025 Q3	$2.8M	Sell	11,569 -232	-2%	-$53.2K	0.64%	35
2025 Q2	$2.55M	Sell	11,801 -244	-2%	-$49.1K	0.61%	43
2025 Q1	$2.4M	Sell	12,045 -666	-5%	-$144K	0.63%	42
2024 Q4	$2.81M	Sell	12,711 -2	-0%	-$456	0.96%	35
2024 Q3	$2.81M	Sell	12,713 -116	-0.9%	-$24.8K	1%	32
2024 Q2	$2.6M	Sell	12,829 -137	-1%	-$27.7K	0.79%	32
2024 Q1	$2.73M	Hold	12,966	–	–	1.12%	29
2023 Q4	$2.6M	Sell	12,966 -142	-1%	-$25.4K	0.96%	22
2023 Q3	$2.33M	Hold	13,108	–	–	1.37%	23
2023 Q2	$2.45M	Hold	13,108	–	–	1.23%	19
2023 Q1	$2.34M	Hold	13,108	–	–	1.25%	22
2022 Q4	$2.29M	Buy	+13,108	New	+$2.33M	1.25%	25

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

3Chopt Investment Partners's IWM Position: Q1 2026 in Review

3Chopt Investment Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.08% in Q1 2026, selling an estimated $2.32K and leaving 11,560 shares worth $2.87M. The position accounts for 0.66% of the portfolio, ranked #33.

3Chopt Investment Partners first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

3Chopt Investment Partners held 11,560 shares of iShares Russell 2000 ETF worth $2.87M as of Q1 2026.
3Chopt Investment Partners sold 9 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.32K.
iShares Russell 2000 ETF made up 0.66% of 3Chopt Investment Partners's portfolio in Q1 2026, its #33 holding.
3Chopt Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.