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

Balboa 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 		$1.43M Sell
4,763
-6,004
-56% -$1.69M 0.19% 91
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Balboa Wealth Partners's IWM Position: Q2 2026 in Review

Balboa Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 56% in Q2 2026, selling an estimated $1.69M and leaving 4,763 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #91.

Balboa Wealth Partners first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.67M in Q1 2026. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Balboa Wealth Partners held 4,763 shares of iShares Russell 2000 ETF worth $1.43M as of Q2 2026.
  • Balboa Wealth Partners sold 6,004 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.69M.
  • iShares Russell 2000 ETF made up 0.19% of Balboa Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Balboa Wealth Partners first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's iShares Russell 2000 ETF position peaked at $2.67M in Q1 2026.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.