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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 		$197K Buy
+65,818
New +$18.5M 0.03% 512
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

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

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: 65,818 shares worth $197K. The stake represents 0.03% of the portfolio and ranks #512 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. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Curated Wealth Partners held 65,818 shares of iShares Russell 2000 ETF worth $197K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Curated Wealth Partners position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #512 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.
  • 936 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.