Balboa Wealth Partners
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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
Q3 		$1.01M Sell
3,629
-1,134
-24% -$333K 0.13% 124
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% -$100K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Balboa Wealth Partners's IWM Position: Q3 2026 in Review

Balboa Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q3 2026, selling an estimated $333K and leaving 3,629 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #124.

Balboa Wealth Partners first reported a position in IWM in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.67M in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Balboa Wealth Partners held 3,629 shares of iShares Russell 2000 ETF worth $1.01M as of Q3 2026.
  • Balboa Wealth Partners sold 1,134 iShares Russell 2000 ETF shares in Q3 2026, an estimated $333K.
  • iShares Russell 2000 ETF made up 0.13% of Balboa Wealth Partners's portfolio in Q3 2026, its #124 holding.
  • Balboa Wealth Partners first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's iShares Russell 2000 ETF position peaked at $2.67M in Q1 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.