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

Corepath 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 		$6.04M Buy
20,583
+13
+0.1% +$3.65K 3.77% 10
2026
Q1 		$5.36M Sell
20,570
-536
-3% -$138K 3.61% 11
2025
Q4 		$5.52M Sell
21,106
-1,042
-5% -$256K 3.7% 10
2025
Q3 		$5.47M Sell
22,148
-10,791
-33% -$2.48M 3.97% 9
2025
Q2 		$7.35M Sell
32,939
-406
-1% -$81.7K 6.2% 6
2025
Q1 		$6.25M Buy
33,345
+691
+2% +$150K 5.96% 6
2024
Q4 		$7.17M Buy
32,654
+409
+1% +$93.3K 6.99% 6
2024
Q3 		$7.19M Buy
32,245
+542
+2% +$116K 6.98% 6
2024
Q2 		$6.41M Sell
31,703
-31
-0.1% -$6.26K 6.76% 5
2024
Q1 		$6.27M Sell
31,734
-28,091
-47% -$5.6M 6.95% 5
2023
Q4 		$11.6M Buy
59,825
+783
+1% +$140K 6.44% 5
2023
Q3 		$10.1M Buy
59,042
+1,747
+3% +$328K 6.06% 5
2023
Q2 		$11.1M Buy
57,295
+6,508
+13% +$1.16M 6.51% 5
2023
Q1 		$9.01M Buy
50,787
+1,536
+3% +$283K 5.66% 7
2022
Q4 		$8.76M Buy
49,251
+2,312
+5% +$411K 5.84% 7
2022
Q3 		$8.08M Buy
46,939
+1,394
+3% +$254K 6% 6
2022
Q2 		$7.72M Buy
45,545
+2,202
+5% +$406K 5.72% 6
2022
Q1 		$8.4M Buy
43,343
+4,948
+13% +$1.01M 5.85% 8
2021
Q4 		$8.27M Buy
38,395
+1,237
+3% +$280K 5.92% 7
2021
Q3 		$8.21M Buy
37,158
+952
+3% +$211K 6.31% 5
2021
Q2 		$8.09M Buy
36,206
+3,125
+9% +$703K 6.26% 5
2021
Q1 		$7.36M Buy
33,081
+2,652
+9% +$579K 6.47% 5
2020
Q4 		$6.01M Buy
+30,429
New +$5.32M 6.26% 7

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

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

Corepath Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, buying an estimated $3.65K and bringing the position to 20,583 shares worth $6.04M. The position accounts for 3.77% of the portfolio, ranked #10.

Corepath Wealth Partners first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q4 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Corepath Wealth Partners held 20,583 shares of iShares Russell 2000 ETF worth $6.04M as of Q2 2026.
  • Corepath Wealth Partners bought 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Russell 2000 ETF made up 3.77% of Corepath Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Corepath Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Corepath Wealth Partners's iShares Russell 2000 ETF position peaked at $11.6M in Q4 2023.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.