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

Cyndeo 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 		$839K Buy
2,794
+331
+13% +$93K 0.04% 278
2026
Q1 		$611K Sell
2,463
-21
-0.8% -$5.42K 0.03% 296
2025
Q4 		$611K Hold
2,484
– – 0.03% 295
2025
Q3 		$601K Buy
2,484
+25
+1% +$5.74K 0.03% 288
2025
Q2 		$531K Sell
2,459
-107
-4% -$21.5K 0.03% 297
2025
Q1 		$512K Buy
2,566
+94
+4% +$20.4K 0.03% 295
2024
Q4 		$546K Sell
2,472
-194
-7% -$44.2K 0.04% 281
2024
Q3 		$589K Hold
2,666
– – 0.04% 274
2024
Q2 		$541K Sell
2,666
-5
-0.2% -$1.01K 0.04% 271
2024
Q1 		$562K Buy
2,671
+12
+0.5% +$2.39K 0.05% 251
2023
Q4 		$534K Sell
2,659
-45
-2% -$8.06K 0.05% 249
2023
Q3 		$478K Sell
2,704
-213
-7% -$40K 0.05% 229
2023
Q2 		$546K Sell
2,917
-277
-9% -$49.4K 0.06% 212
2023
Q1 		$570K Buy
3,194
+389
+14% +$71.6K 0.06% 210
2022
Q4 		$489K Buy
+2,805
New +$499K 0.06% 217

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, buying an estimated $93K and bringing the position to 2,794 shares worth $839K. The position accounts for 0.04% of the portfolio, ranked #278.

Cyndeo Wealth Partners first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cyndeo Wealth Partners held 2,794 shares of iShares Russell 2000 ETF worth $839K as of Q2 2026.
  • Cyndeo Wealth Partners bought 331 iShares Russell 2000 ETF shares in Q2 2026, an estimated $93K.
  • iShares Russell 2000 ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #278 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.