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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Partners Capital Investment Group's IWM Position: Q1 2026 in Review

Partners Capital Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q1 2026, selling an estimated $237K and leaving 36,279 shares worth $9M. The position accounts for 0.34% of the portfolio, ranked #41.

Partners Capital Investment Group first reported a position in IWM in Q2 2017 and has held it in 23 quarters since. The position peaked at $12.6M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Partners Capital Investment Group held 36,279 shares of iShares Russell 2000 ETF worth $9M as of Q1 2026.
  • Partners Capital Investment Group sold 920 iShares Russell 2000 ETF shares in Q1 2026, an estimated $237K.
  • iShares Russell 2000 ETF made up 0.34% of Partners Capital Investment Group's portfolio in Q1 2026, its #41 holding.
  • Partners Capital Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 23 quarters since.
  • Partners Capital Investment Group's iShares Russell 2000 ETF position peaked at $12.6M in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.