Impact Partnership Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Impact Partnership Wealth’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
2025 Q3	–	Sell	-1,343	Closed	-$290K	–	347
2025 Q2	$290K	Sell	1,343 -227	-14%	-$45.7K	0.05%	217
2025 Q1	$313K	Buy	1,570 +86	+6%	+$18.7K	0.07%	168
2024 Q4	$328K	Buy	+1,484	New	+$338K	0.07%	190
2024 Q2	–	Sell	-85	Closed	-$17.9K	–	454
2024 Q1	$17.9K	Hold	85	–	–	0.01%	399
2023 Q4	$17.1K	Buy	85 +65	+325%	+$11.6K	0.01%	430
2023 Q3	$3.54K	Sell	20 -73	-78%	-$13.7K	﹤0.01%	741
2023 Q2	$17.4K	Buy	+93	New	+$16.6K	0.01%	359

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Impact Partnership Wealth's IWM Position: Q3 2025 in Review

Impact Partnership Wealth sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,343 shares — an estimated $290K sold.

Impact Partnership Wealth first reported a position in IWM in Q2 2023 and held it in 7 quarters. The position peaked at $328K in Q4 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Impact Partnership Wealth reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Impact Partnership Wealth sold 1,343 iShares Russell 2000 ETF shares in Q3 2025, an estimated $290K.
Impact Partnership Wealth first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 7 quarters.
Impact Partnership Wealth's iShares Russell 2000 ETF position peaked at $328K in Q4 2024.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.