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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
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

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

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

Curated Wealth Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 3,239 shares worth $973K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in IWM as recently as Q1 2022.

Curated Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.67M in Q1 2022. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Curated Wealth Partners held 3,239 shares of iShares Russell 2000 ETF worth $973K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Curated Wealth Partners position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of Curated Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Curated Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 3 quarters since.
  • Curated Wealth Partners's iShares Russell 2000 ETF position peaked at $1.67M in Q1 2022.
  • 2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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