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

IAG 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
Q2 		$809K Buy
2,692
+125
+5% +$35.1K 0.08% 82
2026
Q1 		$637K Sell
2,567
-365
-12% -$94.2K 0.07% 83
2025
Q4 		$722K Buy
2,932
+219
+8% +$53.8K 0.08% 81
2025
Q3 		$656K Sell
2,713
-74
-3% -$17K 0.08% 80
2025
Q2 		$601K Sell
2,787
-13
-0.5% -$2.62K 0.08% 79
2025
Q1 		$559K Buy
2,800
+578
+26% +$125K 0.09% 73
2024
Q4 		$491K Buy
2,222
+36
+2% +$8.21K 0.09% 71
2024
Q3 		$483K Buy
2,186
+207
+10% +$44.3K 0.09% 68
2024
Q2 		$402K Sell
1,979
-90
-4% -$18.2K 0.08% 71
2024
Q1 		$435K Buy
2,069
+15
+0.7% +$2.99K 0.09% 64
2023
Q4 		$412K Buy
2,054
+186
+10% +$33.3K 0.09% 61
2023
Q3 		$330K Sell
1,868
-195
-9% -$36.6K 0.09% 64
2023
Q2 		$386K Hold
2,063
– – 0.1% 63
2023
Q1 		$368K Sell
2,063
-222
-10% -$40.9K 0.1% 55
2022
Q4 		$398K Buy
2,285
+250
+12% +$44.5K 0.12% 52
2022
Q3 		$336K Sell
2,035
-203
-9% -$37K 0.11% 51
2022
Q2 		$379K Buy
2,238
+204
+10% +$37.6K 0.12% 50
2022
Q1 		$418K Buy
2,034
+122
+6% +$24.9K 0.13% 47
2021
Q4 		$425K Buy
1,912
+180
+10% +$40.7K 0.14% 44
2021
Q3 		$379K Buy
1,732
+342
+25% +$75.8K 0.13% 41
2021
Q2 		$319K Sell
1,390
-46
-3% -$10.3K 0.11% 40
2021
Q1 		$318K Sell
1,436
-10
-0.7% -$2.18K 0.12% 38
2020
Q4 		$284K Hold
1,446
– – 0.12% 43
2020
Q3 		$217K Hold
1,446
– – 0.1% 46
2020
Q2 		$208K Buy
1,446
+80
+6% +$10.5K 0.1% 45
2020
Q1 		$157K Buy
1,366
+518
+61% +$77.2K 0.1% 52
2019
Q4 		$141K Buy
+848
New +$134K 0.09% 56

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

IAG Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 4.9% in Q2 2026, buying an estimated $35.1K and bringing the position to 2,692 shares worth $809K. The position accounts for 0.08% of the portfolio, ranked #82.

IAG Wealth Partners first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • IAG Wealth Partners held 2,692 shares of iShares Russell 2000 ETF worth $809K as of Q2 2026.
  • IAG Wealth Partners bought 125 iShares Russell 2000 ETF shares in Q2 2026, an estimated $35.1K.
  • iShares Russell 2000 ETF made up 0.08% of IAG Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • IAG Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.