Fourpath Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Fourpath Capital Management’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 Q3	$564K	Hold	2,031	–	–	0.07%	151
2026 Q2	$610K	Hold	2,031	–	–	0.08%	155
2026 Q1	$504K	Hold	2,031	–	–	0.07%	160
2025 Q4	$500K	Hold	2,031	–	–	0.07%	153
2025 Q3	$491K	Hold	2,031	–	–	0.07%	152
2025 Q2	$438K	Hold	2,031	–	–	0.07%	154
2025 Q1	$405K	Hold	2,031	–	–	0.07%	157
2024 Q4	$449K	Hold	2,031	–	–	0.08%	150
2024 Q3	$449K	Sell	2,031 -45	-2%	-$9.6K	0.08%	152
2024 Q2	$421K	Sell	2,076 -23	-1%	-$4.65K	0.31%	77
2024 Q1	$441K	Hold	2,099	–	–	0.31%	79
2023 Q4	$421K	Hold	2,099	–	–	0.29%	82
2023 Q3	$371K	Buy	+2,099	New	+$394K	0.28%	81
2023 Q2	–	Sell	-2,159	Closed	-$385K	–	115
2023 Q1	$385K	Sell	2,159 -18	-0.8%	-$3.31K	0.27%	85
2022 Q4	$380K	Sell	2,177 -17	-0.8%	-$3.02K	0.28%	81
2022 Q3	$362K	Hold	2,194	–	–	0.25%	81
2022 Q2	$372K	Hold	2,194	–	–	0.23%	94
2022 Q1	$450K	Sell	2,194 -18	-0.8%	-$3.67K	0.18%	94
2021 Q4	$492K	Buy	+2,212	New	+$500K	0.19%	92

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Fourpath Capital Management's IWM Position: Q3 2026 in Review

Fourpath Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,031 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #151.

Fourpath Capital Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $610K in Q2 2026. 730 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Fourpath Capital Management held 2,031 shares of iShares Russell 2000 ETF worth $564K as of Q3 2026.
Fourpath Capital Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.07% of Fourpath Capital Management's portfolio in Q3 2026, its #151 holding.
Fourpath Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
Fourpath Capital Management's iShares Russell 2000 ETF position peaked at $610K in Q2 2026.
730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.