Curated Wealth Partners
IWM icon

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

Curated 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 		$689K Sell
2,478
-761
-23% -$223K 0.06% 198
2026
Q2 		$973K Buy
+3,239
New +$910K 0.11% 67
2022
Q2 		– Sell
-7,507
Closed -$1.67M – 148
2022
Q1 		$1.67M Hold
7,507
– – 0.57% 19
2021
Q4 		$1.67M Buy
+7,507
New +$1.7M 0.54% 20

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

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

Curated Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 23% in Q3 2026, selling an estimated $223K and leaving 2,478 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #198.

Curated Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.67M in Q1 2022. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Curated Wealth Partners held 2,478 shares of iShares Russell 2000 ETF worth $689K as of Q3 2026.
  • Curated Wealth Partners sold 761 iShares Russell 2000 ETF shares in Q3 2026, an estimated $223K.
  • iShares Russell 2000 ETF made up 0.06% of Curated Wealth Partners's portfolio in Q3 2026, its #198 holding.
  • Curated Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 4 quarters since.
  • Curated Wealth Partners's iShares Russell 2000 ETF position peaked at $1.67M in Q1 2022.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.