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

CFM 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	$346K	Hold	1,153	–	–	0.04%	117
2026 Q1	$286K	Sell	1,153 -46	-4%	-$11.9K	0.04%	127
2025 Q4	$295K	Hold	1,199	–	–	0.04%	127
2025 Q3	$290K	Hold	1,199	–	–	0.04%	127
2025 Q2	$259K	Hold	1,199	–	–	0.04%	123
2025 Q1	$239K	Hold	1,199	–	–	0.04%	129
2024 Q4	$265K	Hold	1,199	–	–	0.04%	120
2024 Q3	$265K	Hold	1,199	–	–	0.05%	126
2024 Q2	$243K	Buy	+1,199	New	+$242K	0.04%	135
2024 Q1	–	Sell	-1,019	Closed	-$205K	–	156
2023 Q4	$205K	Buy	+1,019	New	+$183K	0.05%	158
2022 Q2	–	Sell	-1,097	Closed	-$225K	–	174
2022 Q1	$225K	Buy	1,097 +48	+5%	+$9.79K	0.05%	173
2021 Q4	$236K	Sell	1,049 -133	-11%	-$30.1K	0.05%	164
2021 Q3	$258K	Hold	1,182	–	–	0.06%	158
2021 Q2	$271K	Sell	1,182 -137	-10%	-$30.8K	0.07%	141
2021 Q1	$291K	Hold	1,319	–	–	0.09%	129
2020 Q4	$259K	Buy	+1,319	New	+$231K	0.08%	133
2020 Q3	–	Sell	-1,319	Closed	-$188K	–	313
2020 Q2	$188K	Hold	1,319	–	–	0.07%	153
2020 Q1	$151K	Hold	1,319	–	–	0.07%	159
2019 Q4	$224K	Buy	+1,319	New	+$208K	0.08%	138

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CFM Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,153 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #117.

CFM Wealth Partners first reported a position in IWM in Q4 2019 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

CFM Wealth Partners held 1,153 shares of iShares Russell 2000 ETF worth $346K as of Q2 2026.
CFM Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of CFM Wealth Partners's portfolio in Q2 2026, its #117 holding.
CFM Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 19 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.