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

Burling 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 		$7.1M Sell
28,612
-3,202
-10% -$826K 1.15% 26
2025
Q4 		$7.83M Sell
31,814
-410
-1% -$101K 1.22% 22
2025
Q3 		$7.8M Buy
32,224
+1,826
+6% +$419K 1.29% 20
2025
Q2 		$6.56M Sell
30,398
-497
-2% -$100K 1.21% 21
2025
Q1 		$6.16M Buy
30,895
+361
+1% +$78.3K 1.3% 19
2024
Q4 		$6.75M Buy
+30,534
New +$6.96M 1.38% 15

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

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

Burling Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, selling an estimated $826K and leaving 28,612 shares worth $7.1M. The position accounts for 1.15% of the portfolio, ranked #26.

Burling Wealth Partners first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.83M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Burling Wealth Partners held 28,612 shares of iShares Russell 2000 ETF worth $7.1M as of Q1 2026.
  • Burling Wealth Partners sold 3,202 iShares Russell 2000 ETF shares in Q1 2026, an estimated $826K.
  • iShares Russell 2000 ETF made up 1.15% of Burling Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Burling Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's iShares Russell 2000 ETF position peaked at $7.83M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.