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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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
  • 936 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.