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

Focus Partners Wealth’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 		$145M Sell
584,668
-9,722
-2% -$2.51M 0.16% 138
2025
Q4 		$146M Buy
594,390
+190,795
+47% +$46.9M 0.17% 121
2025
Q3 		$97.7M Buy
403,595
+27,274
+7% +$6.26M 0.16% 132
2025
Q2 		$81.2M Buy
376,321
+27,598
+8% +$5.55M 0.18% 126
2025
Q1 		$69.6M Sell
348,723
-47,973
-12% -$10.4M 0.17% 125
2024
Q4 		$87.7M Buy
396,696
+24,391
+7% +$5.56M 0.23% 98
2024
Q3 		$82.2M Sell
372,305
-147,823
-28% -$31.6M 0.26% 83
2024
Q2 		$106M Buy
520,128
+433,260
+499% +$87.6M 0.36% 69
2024
Q1 		$18.3M Buy
86,868
+14,327
+20% +$2.86M 0.15% 154
2023
Q4 		$14.6M Buy
+72,541
New +$13M 0.19% 125

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

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

Focus Partners Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, selling an estimated $2.51M and leaving 584,668 shares worth $145M. The position accounts for 0.16% of the portfolio, ranked #138.

Focus Partners Wealth first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $146M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Focus Partners Wealth held 584,668 shares of iShares Russell 2000 ETF worth $145M as of Q1 2026.
  • Focus Partners Wealth sold 9,722 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.51M.
  • iShares Russell 2000 ETF made up 0.16% of Focus Partners Wealth's portfolio in Q1 2026, its #138 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares Russell 2000 ETF position peaked at $146M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.