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

Founders Grove 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	$1.86M	Sell	7,513 -186	-2%	-$48K	0.42%	52
2025 Q4	$1.9M	Sell	7,699 -740	-9%	-$182K	0.43%	53
2025 Q3	$2.04M	Sell	8,439 -2,291	-21%	-$526K	0.48%	49
2025 Q2	$2.32M	Sell	10,730 -636	-6%	-$128K	0.58%	40
2025 Q1	$2.27M	Buy	11,366 +834	+8%	+$181K	0.63%	40
2024 Q4	$2.33M	Buy	+10,532	New	+$2.4M	0.67%	42

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

Founders Grove Wealth Partners's IWM Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2026, selling an estimated $48K and leaving 7,513 shares worth $1.86M. The position accounts for 0.42% of the portfolio, ranked #52.

Founders Grove Wealth Partners first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Founders Grove Wealth Partners held 7,513 shares of iShares Russell 2000 ETF worth $1.86M as of Q1 2026.
Founders Grove Wealth Partners sold 186 iShares Russell 2000 ETF shares in Q1 2026, an estimated $48K.
iShares Russell 2000 ETF made up 0.42% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #52 holding.
Founders Grove Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Founders Grove Wealth Partners's iShares Russell 2000 ETF position peaked at $2.33M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.