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Focus Partners Advisor Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Focus Partners Advisor Solutions’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 		$7.06M Sell
23,505
-3,827
-14% -$1.08M 0.06% 150
2026
Q1 		$6.77M Buy
27,332
+318
+1% +$82K 0.07% 139
2025
Q4 		$6.65M Buy
27,014
+2,861
+12% +$703K 0.08% 117
2025
Q3 		$5.88M Buy
24,153
+110
+0.5% +$25.2K 0.07% 151
2025
Q2 		$5.19M Buy
24,043
+496
+2% +$99.8K 0.07% 139
2025
Q1 		$4.7M Buy
23,547
+3,077
+15% +$667K 0.07% 138
2024
Q4 		$4.52M Buy
20,470
+1,346
+7% +$307K 0.08% 133
2024
Q3 		$4.22M Sell
19,124
-763
-4% -$163K 0.09% 115
2024
Q2 		$4.04M Sell
19,887
-1,255
-6% -$254K 0.11% 100
2024
Q1 		$4.45M Buy
21,142
+11,798
+126% +$2.35M 0.13% 91
2023
Q4 		$1.88M Sell
9,344
-786
-8% -$141K 0.09% 107
2023
Q3 		$1.79M Buy
10,130
+3,906
+63% +$733K 0.09% 113
2023
Q2 		$1.17M Buy
6,224
+44
+0.7% +$7.84K 0.06% 121
2023
Q1 		$1.1M Buy
6,180
+1,148
+23% +$211K 0.07% 115
2022
Q4 		$877K Sell
5,032
-119
-2% -$21.2K 0.07% 135
2022
Q3 		$850K Buy
5,151
+201
+4% +$36.7K 0.05% 168
2022
Q2 		$838K Buy
4,950
+361
+8% +$66.5K 0.07% 133
2022
Q1 		$943K Buy
+4,589
New +$936K 0.09% 112

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Advisor Solutions's IWM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, selling an estimated $1.08M and leaving 23,505 shares worth $7.06M. The position accounts for 0.06% of the portfolio, ranked #150.

Focus Partners Advisor Solutions first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Focus Partners Advisor Solutions held 23,505 shares of iShares Russell 2000 ETF worth $7.06M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 3,827 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.08M.
  • iShares Russell 2000 ETF made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #150 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.