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

Madison 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 Q2	$797K	Buy	2,654 +45	+2%	+$12.6K	0.1%	108
2026 Q1	$647K	Hold	2,609	–	–	0.1%	92
2025 Q4	$642K	Buy	2,609 +423	+19%	+$104K	0.12%	84
2025 Q3	$529K	Buy	2,186 +64	+3%	+$14.7K	0.1%	86
2025 Q2	$458K	Buy	2,122 +26	+1%	+$5.23K	0.1%	89
2025 Q1	$418K	Hold	2,096	–	–	0.1%	87
2024 Q4	$463K	Hold	2,096	–	–	0.13%	82
2024 Q3	$463K	Sell	2,096 -69	-3%	-$14.8K	0.14%	80
2024 Q2	$439K	Sell	2,165 -233	-10%	-$47.1K	0.15%	71
2024 Q1	$504K	Hold	2,398	–	–	0.18%	65
2023 Q4	$481K	Sell	2,398 -110	-4%	-$19.7K	0.19%	65
2023 Q3	$443K	Hold	2,508	–	–	0.22%	51
2023 Q2	$470K	Sell	2,508 -89	-3%	-$15.9K	0.22%	47
2023 Q1	$463K	Sell	2,597 -74	-3%	-$13.6K	0.23%	43
2022 Q4	$466K	Sell	2,671 -124	-4%	-$22.1K	0.27%	41
2022 Q3	$461K	Buy	2,795 +411	+17%	+$75K	0.3%	41
2022 Q2	$404K	Buy	+2,384	New	+$439K	0.26%	43

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

Madison Wealth Partners's IWM Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,654 shares worth $797K. The position accounts for 0.1% of the portfolio, ranked #108.

Madison Wealth Partners first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Madison Wealth Partners held 2,654 shares of iShares Russell 2000 ETF worth $797K as of Q2 2026.
Madison Wealth Partners bought 45 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.6K.
iShares Russell 2000 ETF made up 0.1% of Madison Wealth Partners's portfolio in Q2 2026, its #108 holding.
Madison Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.