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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.67M Buy
10,767
+7,966
+284% +$2.05M 0.45% 37
2025
Q4
$689K Hold
2,801
0.11% 144
2025
Q3
$678K Sell
2,801
-47
-2% -$10.8K 0.12% 140
2025
Q2
$615K Buy
2,848
+186
+7% +$37.4K 0.12% 137
2025
Q1
$531K Sell
2,662
-444
-14% -$96.3K 0.13% 127
2024
Q4
$686K Hold
3,106
0.16% 109
2024
Q3
$686K Sell
3,106
-466
-13% -$99.7K 0.17% 111
2024
Q2
$725K Sell
3,572
-248
-6% -$50.1K 0.19% 95
2024
Q1
$803K Buy
3,820
+57
+2% +$11.4K 0.24% 76
2023
Q4
$755K Buy
3,763
+256
+7% +$45.9K 0.25% 78
2023
Q3
$620K Buy
3,507
+330
+10% +$62K 0.23% 79
2023
Q2
$595K Sell
3,177
-27
-0.8% -$4.81K 0.21% 92
2023
Q1
$572K Sell
3,204
-3,734
-54% -$687K 0.22% 93
2022
Q4
$1.21M Buy
6,938
+3,269
+89% +$581K 0.55% 41
2022
Q3
$605K Buy
+3,669
New +$669K 0.27% 76

Other funds holding IWM

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

Balboa Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 284% in Q1 2026, buying an estimated $2.05M and bringing the position to 10,767 shares worth $2.67M. The position accounts for 0.45% of the portfolio, ranked #37.

Balboa Wealth Partners first reported a position in IWM in Q3 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Balboa Wealth Partners held 10,767 shares of iShares Russell 2000 ETF worth $2.67M as of Q1 2026.
  • Balboa Wealth Partners bought 7,966 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.05M.
  • iShares Russell 2000 ETF made up 0.45% of Balboa Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Balboa Wealth Partners first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.