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

Moment 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 		$576K Sell
1,917
-61
-3% -$17.1K 0.1% 51
2026
Q1 		$491K Buy
1,978
+2
+0.1% +$516 0.09% 63
2025
Q4 		$486K Sell
1,976
-254
-11% -$62.4K 0.1% 57
2025
Q3 		$540K Sell
2,230
-216
-9% -$49.6K 0.1% 65
2025
Q2 		$528K Sell
2,446
-49,022
-95% -$9.86M 0.1% 62
2025
Q1 		$10.3M Sell
51,468
-1,962
-4% -$426K 2.03% 11
2024
Q4 		$11.8M Buy
+53,430
New +$12.2M 2.25% 11

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Moment Partners's IWM Position: Q2 2026 in Review

Moment Partners reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, selling an estimated $17.1K and leaving 1,917 shares worth $576K. The position accounts for 0.1% of the portfolio, ranked #51.

Moment Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8M in Q4 2024. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Moment Partners held 1,917 shares of iShares Russell 2000 ETF worth $576K as of Q2 2026.
  • Moment Partners sold 61 iShares Russell 2000 ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Russell 2000 ETF made up 0.1% of Moment Partners's portfolio in Q2 2026, its #51 holding.
  • Moment Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Moment Partners's iShares Russell 2000 ETF position peaked at $11.8M in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.