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Investment Partners Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Investment Partners Asset Management’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 		$793K Sell
2,639
-40
-1% -$11.2K 0.44% 65
2026
Q1 		$664K Sell
2,679
-946
-26% -$244K 0.41% 73
2025
Q4 		$892K Sell
3,625
-60
-2% -$14.8K 0.56% 51
2025
Q3 		$892K Sell
3,685
-19
-0.5% -$4.36K 0.59% 46
2025
Q2 		$799K Sell
3,704
-147
-4% -$29.6K 0.56% 54
2025
Q1 		$768K Buy
3,851
+402
+12% +$87.2K 0.6% 50
2024
Q4 		$762K Buy
3,449
+13
+0.4% +$2.96K 0.6% 50
2024
Q3 		$759K Sell
3,436
-714
-17% -$153K 0.62% 46
2024
Q2 		$842K Buy
4,150
+330
+9% +$66.7K 0.75% 39
2024
Q1 		$803K Buy
3,820
+279
+8% +$55.7K 0.73% 41
2023
Q4 		$711K Buy
+3,541
New +$634K 0.71% 45

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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

Investment Partners Asset Management's IWM Position: Q2 2026 in Review

Investment Partners Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $11.2K and leaving 2,639 shares worth $793K. The position accounts for 0.44% of the portfolio, ranked #65.

Investment Partners Asset Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $892K in Q4 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Investment Partners Asset Management held 2,639 shares of iShares Russell 2000 ETF worth $793K as of Q2 2026.
  • Investment Partners Asset Management sold 40 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Russell 2000 ETF made up 0.44% of Investment Partners Asset Management's portfolio in Q2 2026, its #65 holding.
  • Investment Partners Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's iShares Russell 2000 ETF position peaked at $892K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.