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

Concord 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 		$557K Buy
1,853
+7
+0.4% +$1.97K 0.06% 149
2026
Q1 		$458K Buy
1,846
+20
+1% +$5.16K 0.06% 150
2025
Q4 		$449K Sell
1,826
-313
-15% -$77K 0.06% 149
2025
Q3 		$518K Sell
2,139
-95
-4% -$21.8K 0.07% 151
2025
Q2 		$482K Buy
2,234
+138
+7% +$27.8K 0.07% 154
2025
Q1 		$418K Sell
2,096
-25
-1% -$5.42K 0.07% 154
2024
Q4 		$469K Sell
2,121
-30
-1% -$6.84K 0.08% 146
2024
Q3 		$475K Buy
2,151
+8
+0.4% +$1.71K 0.08% 141
2024
Q2 		$435K Sell
2,143
-62
-3% -$12.5K 0.08% 148
2024
Q1 		$464K Buy
2,205
+122
+6% +$24.3K 0.08% 146
2023
Q4 		$418K Buy
2,083
+17
+0.8% +$3.05K 0.08% 142
2023
Q3 		$365K Hold
2,066
– – 0.08% 142
2023
Q2 		$387K Buy
2,066
+11
+0.5% +$1.96K 0.08% 128
2023
Q1 		$367K Sell
2,055
-295
-13% -$54.3K 0.1% 103
2022
Q4 		$410K Sell
2,350
-74
-3% -$13.2K 0.12% 102
2022
Q3 		$400K Buy
2,424
+12
+0.5% +$2.19K 0.13% 106
2022
Q2 		$408K Sell
2,412
-28
-1% -$5.16K 0.11% 116
2022
Q1 		$501K Buy
2,440
+5
+0.2% +$1.02K 0.13% 102
2021
Q4 		$542K Buy
+2,435
New +$550K 0.13% 92
2021
Q1 		– Sell
-400
Closed -$78K – 1034
2020
Q4 		$78K Buy
+400
New +$70K 0.06% 155

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

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

Concord Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.38% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,853 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #149.

Concord Wealth Partners first reported a position in IWM in Q4 2020 and has held it in 20 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Concord Wealth Partners held 1,853 shares of iShares Russell 2000 ETF worth $557K as of Q2 2026.
  • Concord Wealth Partners bought 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
  • iShares Russell 2000 ETF made up 0.06% of Concord Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • Concord Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.