Isthmus Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Isthmus 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	$351K	Buy	1,168 +312	+36%	+$87.7K	0.03%	184
2026 Q1	$212K	Hold	856	–	–	0.02%	214
2025 Q4	$211K	Buy	+856	New	+$210K	0.02%	207
2020 Q3	–	Sell	-5,190	Closed	-$743K	–	143
2020 Q2	$743K	Sell	5,190 -12,832	-71%	-$1.68M	0.18%	103
2020 Q1	$2.06M	Buy	+18,022	New	+$2.69M	0.63%	45
2017 Q3	–	Sell	-124	Closed	-$17K	–	314
2017 Q2	$17K	Buy	+124	New	+$17.2K	0.01%	229

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Isthmus Partners's IWM Position: Q2 2026 in Review

Isthmus Partners increased its iShares Russell 2000 ETF (IWM) stake by 36% in Q2 2026, buying an estimated $87.7K and bringing the position to 1,168 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #184.

Isthmus Partners first reported a position in IWM in Q2 2017 and has held it in 6 quarters since. The position peaked at $2.06M in Q1 2020. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Isthmus Partners held 1,168 shares of iShares Russell 2000 ETF worth $351K as of Q2 2026.
Isthmus Partners bought 312 iShares Russell 2000 ETF shares in Q2 2026, an estimated $87.7K.
iShares Russell 2000 ETF made up 0.03% of Isthmus Partners's portfolio in Q2 2026, its #184 holding.
Isthmus Partners first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 6 quarters since.
Isthmus Partners's iShares Russell 2000 ETF position peaked at $2.06M in Q1 2020.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.