MYCIO Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.57M | Buy |
14,401
+40
| +0.3% | +$10.3K | 0.71% | 17 |
|
|
2025
Q4 | $3.54M | Buy |
14,361
+94
| +0.7% | +$23.1K | 0.73% | 15 |
|
|
2025
Q3 | $3.45M | Buy |
14,267
+30
| +0.2% | +$6.88K | 0.8% | 17 |
|
|
2025
Q2 | $3.07M | Sell |
14,237
-2,837
| -17% | -$571K | 0.71% | 18 |
|
|
2025
Q1 | $3.41M | Buy |
17,074
+399
| +2% | +$86.6K | 0.8% | 16 |
|
|
2024
Q4 | $3.68M | Buy |
16,675
+607
| +4% | +$138K | 0.88% | 15 |
|
|
2024
Q3 | $3.55M | Buy |
16,068
+112
| +0.7% | +$24K | 0.81% | 15 |
|
|
2024
Q2 | $3.24M | Buy |
15,956
+162
| +1% | +$32.7K | 0.83% | 15 |
|
|
2024
Q1 | $3.32M | Sell |
15,794
-3,408
| -18% | -$680K | 0.84% | 17 |
|
|
2023
Q4 | $3.85M | Sell |
19,202
-164
| -0.8% | -$29.4K | 1.08% | 13 |
|
|
2023
Q3 | $3.42M | Sell |
19,366
-2,401
| -11% | -$451K | 1.02% | 13 |
|
|
2023
Q2 | $4.08M | Buy |
21,767
+44
| +0.2% | +$7.84K | 1.28% | 12 |
|
|
2023
Q1 | $3.88M | Buy |
21,723
+1,542
| +8% | +$284K | 1.36% | 12 |
|
|
2022
Q4 | $3.52M | Buy |
20,181
+1,557
| +8% | +$277K | 1.15% | 12 |
|
|
2022
Q3 | $3.07M | Buy |
18,624
+4,880
| +36% | +$890K | 1.2% | 13 |
|
|
2022
Q2 | $2.33M | Sell |
13,744
-3,411
| -20% | -$629K | 0.86% | 14 |
|
|
2022
Q1 | $3.52M | Sell |
17,155
-2,008
| -10% | -$410K | 1.12% | 12 |
|
|
2021
Q4 | $4.26M | Buy |
19,163
+635
| +3% | +$143K | 1.41% | 11 |
|
|
2021
Q3 | $4.05M | Buy |
18,528
+3,712
| +25% | +$823K | 1.49% | 11 |
|
|
2021
Q2 | $3.4M | Buy |
14,816
+1,577
| +12% | +$355K | 1.38% | 10 |
|
|
2021
Q1 | $2.92M | Buy |
13,239
+8,894
| +205% | +$1.94M | 1.3% | 9 |
|
|
2020
Q4 | $852K | Buy |
4,345
+2,198
| +102% | +$385K | 0.46% | 15 |
|
|
2020
Q3 | $322K | Buy |
2,147
+1,079
| +101% | +$162K | 0.22% | 23 |
|
|
2020
Q2 | $153K | Buy |
1,068
+7
| +0.7% | +$919 | 0.11% | 25 |
|
|
2020
Q1 | $121K | Sell |
1,061
-209,509
| -99% | -$31.2M | 0.08% | 25 |
|
|
2019
Q4 | $34.9M | Buy |
210,570
+18,497
| +10% | +$2.92M | 2.27% | 12 |
|
|
2019
Q3 | $29.1M | Buy |
192,073
+1,275
| +0.7% | +$195K | 2.16% | 13 |
|
|
2019
Q2 | $29.7M | Buy |
190,798
+2,958
| +2% | +$456K | 2.33% | 11 |
|
|
2019
Q1 | $28.8M | Sell |
187,840
-5,373
| -3% | -$807K | 2.38% | 12 |
|
|
2018
Q4 | $25.9M | Buy |
193,213
+79,137
| +69% | +$11.8M | 2.41% | 10 |
|
|
2018
Q3 | $19.2M | Buy |
114,076
+8,676
| +8% | +$1.46M | 1.86% | 13 |
|
|
2018
Q2 | $17.3M | Buy |
105,400
+1,785
| +2% | +$286K | 1.78% | 13 |
|
|
2018
Q1 | $15.7M | Sell |
103,615
-15,768
| -13% | -$2.44M | 1.77% | 11 |
|
|
2017
Q4 | $18.2M | Buy |
119,383
+23,200
| +24% | +$3.48M | 1.96% | 11 |
|
|
2017
Q3 | $14.3M | Buy |
96,183
+5,223
| +6% | +$735K | 1.61% | 11 |
|
|
2017
Q2 | $12.8M | Buy |
90,960
+4,143
| +5% | +$573K | 1.5% | 12 |
|
|
2017
Q1 | $11.9M | Buy |
86,817
+8,111
| +10% | +$1.11M | 1.46% | 12 |
|
|
2016
Q4 | $10.6M | Buy |
78,706
+12,462
| +19% | +$1.59M | 1.42% | 12 |
|
|
2016
Q3 | $8.23M | Buy |
66,244
+2,886
| +5% | +$351K | 1.36% | 12 |
|
|
2016
Q2 | $7.29M | Buy |
63,358
+2,362
| +4% | +$266K | 1.25% | 12 |
|
|
2016
Q1 | $6.75M | Sell |
60,996
-12,382
| -17% | -$1.28M | 1.2% | 12 |
|
|
2015
Q4 | $8.26M | Buy |
73,378
+13,258
| +22% | +$1.53M | 1.47% | 13 |
|
|
2015
Q3 | $6.57M | Buy |
60,120
+3,066
| +5% | +$364K | 1.34% | 11 |
|
|
2015
Q2 | $7.12M | Buy |
57,054
+5,037
| +10% | +$629K | 1.38% | 11 |
|
|
2015
Q1 | $6.47M | Buy |
52,017
+300
| +0.6% | +$36.2K | 1.32% | 10 |
|
|
2014
Q4 | $6.19M | Buy |
51,717
+10,396
| +25% | +$1.19M | 1.31% | 10 |
|
|
2014
Q3 | $4.52M | Buy |
41,321
+8,007
| +24% | +$916K | 1.06% | 11 |
|
|
2014
Q2 | $3.96M | Buy |
33,314
+8,137
| +32% | +$924K | 0.9% | 15 |
|
|
2014
Q1 | $2.93M | Buy |
25,177
+100
| +0.4% | +$11.5K | 0.71% | 19 |
|
|
2013
Q4 | $2.89M | Buy |
25,077
+4,028
| +19% | +$445K | 0.72% | 20 |
|
|
2013
Q3 | $2.24M | Sell |
21,049
-2,275
| -10% | -$235K | 0.61% | 21 |
|
|
2013
Q2 | $2.26M | Buy |
+23,324
| New | +$2.23M | 0.63% | 21 |
|
Other funds holding IWM
MYCIO Wealth Partners's IWM Position: Q1 2026 in Review
MYCIO Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.28% in Q1 2026, buying an estimated $10.3K and bringing the position to 14,401 shares worth $3.57M. The position accounts for 0.71% of the portfolio, ranked #17.
MYCIO Wealth Partners first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.9M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- MYCIO Wealth Partners held 14,401 shares of iShares Russell 2000 ETF worth $3.57M as of Q1 2026.
- MYCIO Wealth Partners bought 40 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.3K.
- iShares Russell 2000 ETF made up 0.71% of MYCIO Wealth Partners's portfolio in Q1 2026, its #17 holding.
- MYCIO Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- MYCIO Wealth Partners's iShares Russell 2000 ETF position peaked at $34.9M in Q4 2019.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.