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HUB Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

HUB Investment 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 		$4.64M Buy
18,692
+531
+3% +$137K 0.11% 165
2025
Q4 		$4.47M Sell
18,161
-817
-4% -$201K 0.12% 145
2025
Q3 		$4.59M Sell
18,978
-1,329
-7% -$305K 0.15% 130
2025
Q2 		$4.38M Sell
20,307
-2,061
-9% -$415K 0.15% 130
2025
Q1 		$4.46M Buy
22,368
+57
+0.3% +$12.4K 0.18% 116
2024
Q4 		$4.93M Buy
22,311
+1,857
+9% +$423K 0.21% 109
2024
Q3 		$4.52M Sell
20,454
-4,781
-19% -$1.02M 0.2% 111
2024
Q2 		$5.12M Buy
25,235
+346
+1% +$69.9K 0.19% 106
2024
Q1 		$5.23M Buy
24,889
+7,391
+42% +$1.47M 0.29% 94
2023
Q4 		$3.51M Buy
17,498
+7,760
+80% +$1.39M 0.24% 107
2023
Q3 		$1.72M Sell
9,738
-13,240
-58% -$2.49M 0.26% 80
2023
Q2 		$4.3M Buy
22,978
+3,037
+15% +$541K 0.71% 36
2023
Q1 		$3.56M Buy
19,941
+4,212
+27% +$776K 0.74% 36
2022
Q4 		$2.74M Buy
15,729
+2,720
+21% +$484K 0.6% 40
2022
Q3 		$2.15M Sell
13,009
-19,883
-60% -$3.63M 0.65% 42
2022
Q2 		$5.57M Buy
32,892
+18,487
+128% +$3.41M 1.74% 9
2022
Q1 		$2.96M Sell
14,405
-12,393
-46% -$2.53M 0.7% 31
2021
Q4 		$5.96M Sell
26,798
-504
-2% -$114K 1.39% 12
2021
Q3 		$5.97M Buy
27,302
+446
+2% +$98.9K 1.42% 11
2021
Q2 		$6.16M Buy
26,856
+1,136
+4% +$255K 1.65% 8
2021
Q1 		$5.68M Buy
25,720
+521
+2% +$114K 1.68% 7
2020
Q4 		$3.77M Buy
+25,199
New +$4.41M 1.72% 13

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

HUB Investment Partners's IWM Position: Q1 2026 in Review

HUB Investment Partners increased its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q1 2026, buying an estimated $137K and bringing the position to 18,692 shares worth $4.64M. The position accounts for 0.11% of the portfolio, ranked #165.

HUB Investment Partners first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.16M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • HUB Investment Partners held 18,692 shares of iShares Russell 2000 ETF worth $4.64M as of Q1 2026.
  • HUB Investment Partners bought 531 iShares Russell 2000 ETF shares in Q1 2026, an estimated $137K.
  • iShares Russell 2000 ETF made up 0.11% of HUB Investment Partners's portfolio in Q1 2026, its #165 holding.
  • HUB Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's iShares Russell 2000 ETF position peaked at $6.16M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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