Corepath Wealth Partners
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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
Q3 		$5.23M Sell
18,841
-1,742
-8% -$512K 3.63% 11
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

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MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Corepath Wealth Partners's IWM Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q3 2026, selling an estimated $512K and leaving 18,841 shares worth $5.23M. The position accounts for 3.63% of the portfolio, ranked #11.

Corepath Wealth Partners first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.6M in Q4 2023. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Corepath Wealth Partners held 18,841 shares of iShares Russell 2000 ETF worth $5.23M as of Q3 2026.
  • Corepath Wealth Partners sold 1,742 iShares Russell 2000 ETF shares in Q3 2026, an estimated $512K.
  • iShares Russell 2000 ETF made up 3.63% of Corepath Wealth Partners's portfolio in Q3 2026, its #11 holding.
  • Corepath Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Corepath Wealth Partners's iShares Russell 2000 ETF position peaked at $11.6M in Q4 2023.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.