Insight Wealth Partners
IWM icon

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

Insight 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
Q3 		$246K Hold
885
– – 0.03% 126
2026
Q2 		$266K Hold
885
– – 0.04% 121
2026
Q1 		$219K Hold
885
– – 0.03% 112
2025
Q4 		$218K Buy
+885
New +$218K 0.03% 111

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Insight Wealth Partners's IWM Position: Q3 2026 in Review

Insight Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 885 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #126.

Insight Wealth Partners first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $266K in Q2 2026. 963 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Insight Wealth Partners held 885 shares of iShares Russell 2000 ETF worth $246K as of Q3 2026.
  • Insight Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.03% of Insight Wealth Partners's portfolio in Q3 2026, its #126 holding.
  • Insight Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Insight Wealth Partners's iShares Russell 2000 ETF position peaked at $266K in Q2 2026.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.