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

McDonald 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 		$222K Buy
+738
New +$207K 0.05% 214
2025
Q4 		– Sell
-1,467
Closed -$355K – 221
2025
Q3 		$355K Sell
1,467
-3,560
-71% -$817K 0.11% 172
2025
Q2 		$1.09M Buy
5,027
+231
+5% +$46.5K 0.26% 110
2025
Q1 		$960K Buy
4,796
+430
+10% +$93.3K 0.25% 115
2024
Q4 		$965K Sell
4,366
-489
-10% -$111K 0.25% 110
2024
Q3 		$1.07M Buy
4,855
+2,584
+114% +$553K 0.27% 105
2024
Q2 		$461K Sell
2,271
-28
-1% -$5.66K 0.12% 168
2024
Q1 		$483K Buy
2,299
+102
+5% +$20.3K 0.13% 169
2023
Q4 		$441K Buy
2,197
+150
+7% +$26.9K 0.13% 171
2023
Q3 		$362K Buy
2,047
+26
+1% +$4.88K 0.12% 175
2023
Q2 		$378K Buy
2,021
+10
+0.5% +$1.78K 0.12% 179
2023
Q1 		$359K Sell
2,011
-152
-7% -$28K 0.12% 177
2022
Q4 		$377K Sell
2,163
-3
-0.1% -$534 0.13% 166
2022
Q3 		$357K Sell
2,166
-2,395
-53% -$437K 0.14% 163
2022
Q2 		$772K Buy
4,561
+193
+4% +$35.6K 0.2% 142
2022
Q1 		$897K Buy
4,368
+4,334
+12,747% +$884K 0.2% 139
2021
Q4 		$7.56K Sell
34
-3,195
-99% -$722K 0.01% 211
2021
Q3 		$706K Buy
3,229
+397
+14% +$88K 0.17% 158
2021
Q2 		$650K Sell
2,832
-96
-3% -$21.6K 0.15% 158
2021
Q1 		$647K Sell
2,928
-134
-4% -$29.3K 0.17% 151
2020
Q4 		$600K Buy
+3,062
New +$536K 0.17% 150

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McDonald Partners's IWM Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 738 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IWM as recently as Q3 2025.

McDonald Partners first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.09M in Q2 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • McDonald Partners held 738 shares of iShares Russell 2000 ETF worth $222K as of Q2 2026.
  • iShares Russell 2000 ETF was a new McDonald Partners position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of McDonald Partners's portfolio in Q2 2026, its #214 holding.
  • McDonald Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's iShares Russell 2000 ETF position peaked at $1.09M in Q2 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.