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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
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 $1.37T 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

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.