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

Fiduciary 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	–	Sell	-960	Closed	-$236K	–	82
2025 Q4	$236K	Buy	960 +2	+0.2%	+$492	0.1%	78
2025 Q3	$232K	Buy	958 +428	+81%	+$98.2K	0.1%	80
2025 Q2	$114K	Buy	+530	New	+$107K	0.11%	53
2017 Q2	–	Sell	-2,536	Closed	-$349K	–	12
2017 Q1	$349K	Sell	2,536 -1,970	-44%	-$269K	0.35%	9
2016 Q4	$607K	Buy	4,506 +17	+0.4%	+$2.17K	0.61%	9
2016 Q3	$558K	Sell	4,489 -304	-6%	-$37K	0.56%	9
2016 Q2	$551K	Sell	4,793 -1,129	-19%	-$127K	0.59%	9
2016 Q1	$655K	Buy	+5,922	New	+$613K	0.69%	8

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Fiduciary Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 960 shares — an estimated $236K sold.

Fiduciary Wealth Partners first reported a position in IWM in Q1 2016 and held it in 8 quarters. The position peaked at $655K in Q1 2016. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Fiduciary Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Fiduciary Wealth Partners sold 960 iShares Russell 2000 ETF shares in Q1 2026, an estimated $236K.
Fiduciary Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 8 quarters.
Fiduciary Wealth Partners's iShares Russell 2000 ETF position peaked at $655K in Q1 2016.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.