Impact Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Impact Capital 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	$1.4M	Buy	+4,651	New	+$1.31M	0.38%	67
2026 Q1	–	Sell	-3,436	Closed	-$846K	–	282
2025 Q4	$846K	Sell	3,436 -1,219	-26%	-$300K	0.25%	86
2025 Q3	$1.13M	Buy	+4,655	New	+$1.07M	0.34%	65
2025 Q1	–	Sell	-2,341	Closed	-$517K	–	267
2024 Q4	$517K	Buy	+2,341	New	+$534K	0.18%	130

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Impact Capital Partners's IWM Position: Q2 2026 in Review

Impact Capital Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 4,651 shares worth $1.4M. The stake represents 0.38% of the portfolio and ranks #67 among its holdings. This is a return to the name: Impact Capital Partners previously reported a position in IWM as recently as Q4 2025.

Impact Capital Partners first reported a position in IWM in Q4 2024 and has held it in 4 quarters since. 717 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Impact Capital Partners held 4,651 shares of iShares Russell 2000 ETF worth $1.4M as of Q2 2026.
iShares Russell 2000 ETF was a new Impact Capital Partners position in Q2 2026.
iShares Russell 2000 ETF made up 0.38% of Impact Capital Partners's portfolio in Q2 2026, its #67 holding.
Impact Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
717 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.