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Partners Capital Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Partners Capital Investment Group’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 		$3.26M Sell
10,839
-25,440
-70% -$7.15M 0.11% 69
2026
Q1 		$9M Sell
36,279
-920
-2% -$237K 0.34% 41
2025
Q4 		$9.16M Buy
37,199
+2,944
+9% +$724K 0.34% 39
2025
Q3 		$8.29M Buy
34,255
+7,660
+29% +$1.76M 0.33% 39
2025
Q2 		$5.74M Sell
26,595
-36,316
-58% -$7.31M 0.23% 49
2025
Q1 		$12.6M Buy
62,911
+24,303
+63% +$5.27M 0.21% 53
2024
Q4 		$8.53M Buy
38,608
+2,261
+6% +$516K 0.23% 46
2024
Q3 		$8.03M Buy
36,347
+124
+0.3% +$26.5K 0.13% 78
2024
Q2 		$7.33M Buy
36,223
+18,163
+101% +$3.67M 0.12% 83
2024
Q1 		$3.8M Sell
18,060
-9,727
-35% -$1.94M 0.1% 90
2023
Q4 		$5.58M Buy
27,787
+10,069
+57% +$1.8M 0.12% 96
2023
Q3 		$3.13M Buy
+17,718
New +$3.33M 0.08% 110
2022
Q4 		– Sell
-7,326
Closed -$1.21M – 142
2022
Q3 		$1.21M Buy
+7,326
New +$1.34M 0.07% 101
2020
Q1 		– Sell
-14,370
Closed -$2.38M – 106
2019
Q4 		$2.38M Hold
14,370
– – 0.18% 64
2019
Q3 		$2.17M Hold
14,370
– – 0.19% 60
2019
Q2 		$2.23M Hold
14,370
– – 0.22% 62
2019
Q1 		$2.2M Sell
14,370
-1,304
-8% -$196K 0.22% 59
2018
Q4 		$2.1M Sell
15,674
-4,641
-23% -$692K 0.25% 60
2018
Q3 		$3.42M Sell
20,315
-2,795
-12% -$472K 0.37% 51
2018
Q2 		$3.79M Hold
23,110
– – 0.49% 43
2018
Q1 		$3.51M Hold
23,110
– – 0.46% 30
2017
Q4 		$3.52M Buy
23,110
+8,610
+59% +$1.29M 0.57% 26
2017
Q3 		$2.15M Hold
14,500
– – 0.36% 26
2017
Q2 		$2.04M Buy
+14,500
New +$2.01M 0.39% 27

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

Partners Capital Investment Group's IWM Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 70% in Q2 2026, selling an estimated $7.15M and leaving 10,839 shares worth $3.26M. The position accounts for 0.11% of the portfolio, ranked #69.

Partners Capital Investment Group first reported a position in IWM in Q2 2017 and has held it in 24 quarters since. The position peaked at $12.6M in Q1 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Partners Capital Investment Group held 10,839 shares of iShares Russell 2000 ETF worth $3.26M as of Q2 2026.
  • Partners Capital Investment Group sold 25,440 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.15M.
  • iShares Russell 2000 ETF made up 0.11% of Partners Capital Investment Group's portfolio in Q2 2026, its #69 holding.
  • Partners Capital Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 24 quarters since.
  • Partners Capital Investment Group's iShares Russell 2000 ETF position peaked at $12.6M in Q1 2025.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.