Elevation Wealth Partners
IWM icon

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
Q3 		$429K Buy
1,543
+63
+4% +$18.5K 0.12% 94
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevation Wealth Partners's IWM Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,543 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #94.

Elevation Wealth Partners first reported a position in IWM in Q1 2023 and has held it in 15 quarters since. The position peaked at $445K in Q2 2026. 1,024 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Elevation Wealth Partners held 1,543 shares of iShares Russell 2000 ETF worth $429K as of Q3 2026.
  • Elevation Wealth Partners bought 63 iShares Russell 2000 ETF shares in Q3 2026, an estimated $18.5K.
  • iShares Russell 2000 ETF made up 0.12% of Elevation Wealth Partners's portfolio in Q3 2026, its #94 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Russell 2000 ETF position peaked at $445K in Q2 2026.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.