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

Daymark 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
Q1 		$9.33M Sell
37,638
-3,936
-9% -$1.02M 0.29% 69
2025
Q4 		$10.2M Buy
41,574
+68
+0.2% +$16.7K 0.33% 59
2025
Q3 		$10M Sell
41,506
-688
-2% -$158K 0.34% 60
2025
Q2 		$9.1M Buy
42,194
+236
+0.6% +$47.5K 0.35% 58
2025
Q1 		$8.37M Sell
41,958
-2,549
-6% -$553K 0.36% 61
2024
Q4 		$9.83M Sell
44,507
-463
-1% -$106K 0.42% 50
2024
Q3 		$9.93M Buy
44,970
+247
+0.6% +$52.9K 0.42% 52
2024
Q2 		$9.07M Buy
44,723
+30,103
+206% +$6.08M 0.42% 51
2024
Q1 		$3.07M Buy
14,620
+1,890
+15% +$377K 0.17% 101
2023
Q4 		$2.55M Buy
12,730
+509
+4% +$91.2K 0.16% 109
2023
Q3 		$2.16M Buy
12,221
+699
+6% +$131K 0.15% 118
2023
Q2 		$2.16M Buy
11,522
+6,118
+113% +$1.09M 0.16% 115
2023
Q1 		$964K Buy
5,404
+4,097
+313% +$754K 0.13% 131
2022
Q4 		$228K Buy
+1,307
New +$232K 0.04% 208

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Daymark Wealth Partners's IWM Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 9.5% in Q1 2026, selling an estimated $1.02M and leaving 37,638 shares worth $9.33M. The position accounts for 0.29% of the portfolio, ranked #69.

Daymark Wealth Partners first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Daymark Wealth Partners held 37,638 shares of iShares Russell 2000 ETF worth $9.33M as of Q1 2026.
  • Daymark Wealth Partners sold 3,936 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.02M.
  • iShares Russell 2000 ETF made up 0.29% of Daymark Wealth Partners's portfolio in Q1 2026, its #69 holding.
  • Daymark Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's iShares Russell 2000 ETF position peaked at $10.2M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.