Kings Path Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Kings Path 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	$99.1K	Hold	330	–	–	0.03%	145
2026 Q1	$81.2K	Hold	330	–	–	0.03%	141
2025 Q4	$81.2K	Hold	330	–	–	0.03%	141
2025 Q3	$79.8K	Hold	330	–	–	0.03%	137
2025 Q2	$71.2K	Hold	330	–	–	0.03%	142
2025 Q1	$65.8K	Sell	330 -677	-67%	-$147K	0.03%	141
2024 Q4	$223K	Buy	1,007 +677	+205%	+$154K	0.1%	118
2024 Q3	$72.9K	Hold	330	–	–	0.03%	160
2024 Q2	$67K	Buy	+330	New	+$66.7K	0.03%	148

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Kings Path Partners's IWM Position: Q2 2026 in Review

Kings Path Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 330 shares worth $99.1K. The position accounts for 0.03% of the portfolio, ranked #145.

Kings Path Partners first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $223K in Q4 2024. 674 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kings Path Partners held 330 shares of iShares Russell 2000 ETF worth $99.1K as of Q2 2026.
Kings Path Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Kings Path Partners's portfolio in Q2 2026, its #145 holding.
Kings Path Partners first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's iShares Russell 2000 ETF position peaked at $223K in Q4 2024.
674 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.