AWP
IWM icon

Abacus Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Abacus Wealth 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 		$426K Sell
1,720
-37
-2% -$9.54K 0.04% 256
2025
Q4 		$433K Sell
1,757
-54
-3% -$13.3K 0.04% 253
2025
Q3 		$438K Buy
1,811
+36
+2% +$8.26K 0.06% 60
2025
Q2 		$383K Hold
1,775
– – 0.06% 71
2025
Q1 		$354K Sell
1,775
-116
-6% -$25.2K 0.05% 60
2024
Q4 		$418K Sell
1,891
-6
-0.3% -$1.37K 0.06% 51
2024
Q3 		$419K Sell
1,897
-72
-4% -$15.4K 0.06% 57
2024
Q2 		$399K Sell
1,969
-139
-7% -$28.1K 0.07% 58
2024
Q1 		$443K Buy
2,108
+217
+11% +$43.3K 0.07% 50
2023
Q4 		$380K Sell
1,891
-135
-7% -$24.2K 0.06% 50
2023
Q3 		$358K Hold
2,026
– – 0.11% 52
2023
Q2 		$379K Sell
2,026
-105
-5% -$18.7K 0.11% 52
2023
Q1 		$372K Buy
2,131
+485
+29% +$89.3K 0.12% 53
2022
Q4 		$287K Hold
1,646
– – 0.1% 53
2022
Q3 		$271K Sell
1,646
-137
-8% -$25K 0.14% 54
2022
Q2 		$302K Hold
1,783
– – 0.16% 55
2022
Q1 		$366K Sell
1,783
-488
-21% -$99.5K 0.16% 52
2021
Q4 		$505K Sell
2,271
-1,483
-40% -$335K 0.18% 51
2021
Q3 		$821K Buy
3,754
+1,318
+54% +$292K 0.3% 30
2021
Q2 		$559K Buy
2,436
+302
+14% +$67.9K 0.22% 36
2021
Q1 		$471K Buy
2,134
+97
+5% +$21.2K 0.34% 44
2020
Q4 		$399K Buy
+2,037
New +$356K 0.35% 44

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Abacus Wealth Partners's IWM Position: Q1 2026 in Review

Abacus Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q1 2026, selling an estimated $9.54K and leaving 1,720 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #256.

Abacus Wealth Partners first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $821K in Q3 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Abacus Wealth Partners held 1,720 shares of iShares Russell 2000 ETF worth $426K as of Q1 2026.
  • Abacus Wealth Partners sold 37 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.54K.
  • iShares Russell 2000 ETF made up 0.04% of Abacus Wealth Partners's portfolio in Q1 2026, its #256 holding.
  • Abacus Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Abacus Wealth Partners's iShares Russell 2000 ETF position peaked at $821K in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.