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 Q2	$150M	Sell	499,146 -85,522	-15%	-$24M	0.15%	141
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Focus Partners Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, selling an estimated $24M and leaving 499,146 shares worth $150M. The position accounts for 0.15% of the portfolio, ranked #141.

Focus Partners Wealth first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Focus Partners Wealth held 499,146 shares of iShares Russell 2000 ETF worth $150M as of Q2 2026.
Focus Partners Wealth sold 85,522 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24M.
iShares Russell 2000 ETF made up 0.15% of Focus Partners Wealth's portfolio in Q2 2026, its #141 holding.
Focus Partners Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.