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 Q3	–	Sell	-4,651	Closed	-$1.4M	–	278
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Impact Capital Partners's IWM Position: Q3 2026 in Review

Impact Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 4,651 shares — an estimated $1.4M sold.

Impact Capital Partners first reported a position in IWM in Q4 2024 and held it in 4 quarters. The position peaked at $1.4M in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Impact Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
Impact Capital Partners sold 4,651 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.4M.
Impact Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 4 quarters.
Impact Capital Partners's iShares Russell 2000 ETF position peaked at $1.4M in Q2 2026.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.