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

Elevation 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 		$445K Buy
1,480
+60
+4% +$16.9K 0.13% 89
2026
Q1 		$352K Sell
1,420
-15
-1% -$3.87K 0.13% 88
2025
Q4 		$353K Hold
1,435
– – 0.13% 89
2025
Q3 		$347K Hold
1,435
– – 0.13% 88
2025
Q2 		$310K Sell
1,435
-8
-0.6% -$1.61K 0.12% 95
2025
Q1 		$288K Sell
1,443
-7
-0.5% -$1.52K 0.12% 91
2024
Q4 		$320K Sell
1,450
-155
-10% -$35.3K 0.14% 86
2024
Q3 		$355K Buy
1,605
+863
+116% +$185K 0.15% 82
2024
Q2 		$151K Hold
742
– – 0.07% 130
2024
Q1 		$156K Hold
742
– – 0.08% 127
2023
Q4 		$131K Buy
742
+396
+114% +$70.9K 0.08% 129
2023
Q3 		$61.2K Hold
346
– – 0.05% 135
2023
Q2 		$64.8K Hold
346
– – 0.05% 135
2023
Q1 		$61.7K Buy
+346
New +$63.7K 0.06% 137

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
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
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

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

Elevation Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,480 shares worth $445K. The position accounts for 0.13% of the portfolio, ranked #89.

Elevation Wealth Partners first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Elevation Wealth Partners held 1,480 shares of iShares Russell 2000 ETF worth $445K as of Q2 2026.
  • Elevation Wealth Partners bought 60 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.9K.
  • iShares Russell 2000 ETF made up 0.13% of Elevation Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.