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

Core 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	$259K	Buy	861 +1	+0.1%	+$281	0.11%	151
2026 Q1	$213K	Sell	860 -53	-6%	-$13.7K	0.1%	161
2025 Q4	$225K	Sell	913 -56	-6%	-$13.8K	0.1%	156
2025 Q3	$235K	Sell	969 -985	-50%	-$226K	0.11%	146
2025 Q2	$422K	Buy	1,954 +538	+38%	+$108K	0.21%	100
2025 Q1	$282K	Buy	1,416 +315	+29%	+$68.3K	0.16%	126
2024 Q4	$243K	Sell	1,101 -20	-2%	-$4.56K	0.14%	146
2024 Q3	$248K	Buy	1,121 +28	+3%	+$5.99K	0.15%	141
2024 Q2	$222K	Buy	1,093 +1	+0.1%	+$202	0.15%	132
2024 Q1	$230K	Buy	1,092 +2	+0.2%	+$399	0.17%	120
2023 Q4	$219K	Buy	+1,090	New	+$195K	0.18%	106

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

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

Core Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, buying an estimated $281 and bringing the position to 861 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #151.

Core Wealth Partners first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $422K in Q2 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Core Wealth Partners held 861 shares of iShares Russell 2000 ETF worth $259K as of Q2 2026.
Core Wealth Partners bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.11% of Core Wealth Partners's portfolio in Q2 2026, its #151 holding.
Core Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Core Wealth Partners's iShares Russell 2000 ETF position peaked at $422K in Q2 2025.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.