Autumn Glory Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Autumn Glory 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	$879K	Hold	3,545	–	–	0.32%	79
2025 Q4	$873K	Hold	3,545	–	–	0.31%	83
2025 Q3	$858K	Hold	3,545	–	–	0.35%	78
2025 Q2	$765K	Hold	3,545	–	–	0.36%	76
2025 Q1	$707K	Hold	3,545	–	–	0.35%	86
2024 Q4	$783K	Sell	3,545 -394	-10%	-$89.8K	0.38%	74
2024 Q3	$870K	Sell	3,939 -131	-3%	-$28K	0.33%	81
2024 Q2	$826K	Hold	4,070	–	–	0.42%	72
2024 Q1	$856K	Hold	4,070	–	–	0.42%	70
2023 Q4	$784K	Buy	4,070 +95	+2%	+$17K	0.45%	70
2023 Q3	$703K	Buy	3,975 +526	+15%	+$98.7K	0.43%	69
2023 Q2	$646K	Sell	3,449 -526	-13%	-$93.8K	0.47%	60
2023 Q1	$709K	Hold	3,975	–	–	0.61%	47
2022 Q4	$693K	Sell	3,975 -68	-2%	-$12.1K	0.37%	84
2022 Q3	$667K	Sell	4,043 -94	-2%	-$17.1K	0.45%	71
2022 Q2	$701K	Sell	4,137 -1,423	-26%	-$262K	0.52%	55
2022 Q1	$1.14M	Sell	5,560 -550	-9%	-$112K	0.66%	54
2021 Q4	$1.36M	Buy	+6,110	New	+$1.38M	0.57%	56

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

Autumn Glory Partners's IWM Position: Q1 2026 in Review

Autumn Glory Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,545 shares worth $879K. The position accounts for 0.32% of the portfolio, ranked #79.

Autumn Glory Partners first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Autumn Glory Partners held 3,545 shares of iShares Russell 2000 ETF worth $879K as of Q1 2026.
Autumn Glory Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.32% of Autumn Glory Partners's portfolio in Q1 2026, its #79 holding.
Autumn Glory Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
Autumn Glory Partners's iShares Russell 2000 ETF position peaked at $1.36M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.