Alvarez & Marsal Private Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Alvarez & Marsal Private 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 Q2	$286K	Buy	+953	New	+$268K	0.04%	81

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's IWM Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 953 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #81 among its holdings.

2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 953 shares of iShares Russell 2000 ETF worth $286K as of Q2 2026.
iShares Russell 2000 ETF was a new Alvarez & Marsal Private Wealth Partners position in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #81 holding.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.