Cushing Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Cushing Capital 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	$271K	Buy	976 +26	+3%	+$7.64K	0.17%	104
2026 Q2	$285K	Hold	950	–	–	0.2%	89
2026 Q1	$236K	Hold	950	–	–	0.18%	93
2025 Q4	$234K	Hold	950	–	–	0.17%	83
2025 Q3	$230K	Hold	950	–	–	0.18%	78
2025 Q2	$205K	Buy	+950	New	+$191K	0.17%	84

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Cushing Capital Partners's IWM Position: Q3 2026 in Review

Cushing Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q3 2026, buying an estimated $7.64K and bringing the position to 976 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #104.

Cushing Capital Partners first reported a position in IWM in Q2 2025 and has held it in 6 quarters since. The position peaked at $285K in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Cushing Capital Partners held 976 shares of iShares Russell 2000 ETF worth $271K as of Q3 2026.
Cushing Capital Partners bought 26 iShares Russell 2000 ETF shares in Q3 2026, an estimated $7.64K.
iShares Russell 2000 ETF made up 0.17% of Cushing Capital Partners's portfolio in Q3 2026, its #104 holding.
Cushing Capital Partners first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 6 quarters since.
Cushing Capital Partners's iShares Russell 2000 ETF position peaked at $285K in Q2 2026.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.