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

&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
Q1 		$28M Sell
112,775
-161
-0.1% -$41.5K 0.14% 134
2025
Q4 		$28M Buy
112,936
+9,756
+9% +$2.4M 0.15% 133
2025
Q3 		$25M Buy
103,180
+9,312
+10% +$2.14M 0.16% 130
2025
Q2 		$20.2M Buy
93,868
+322
+0.3% +$64.8K 0.16% 135
2025
Q1 		$18.7M Buy
93,546
+2,312
+3% +$502K 0.2% 110
2024
Q4 		$20.5M Buy
91,234
+42,657
+88% +$9.73M 0.25% 91
2024
Q3 		$10.8M Buy
48,577
+20,882
+75% +$4.47M 0.21% 107
2024
Q2 		$5.62M Buy
27,695
+22,831
+469% +$4.61M 0.25% 93
2024
Q1 		$1.02M Buy
4,864
+2,697
+124% +$538K 0.14% 150
2023
Q4 		$432K Buy
2,167
+531
+32% +$95.1K 0.11% 172
2023
Q3 		$288K Buy
1,636
+8
+0.5% +$1.5K 0.13% 127
2023
Q2 		$305K Hold
1,628
– – 0.14% 126
2023
Q1 		$290K Sell
1,628
-190
-10% -$35K 0.14% 125
2022
Q4 		$317K Hold
1,818
– – 0.16% 115
2022
Q3 		$300K Sell
1,818
-32
-2% -$5.84K 0.17% 117
2022
Q2 		$303K Buy
1,850
+250
+16% +$46.1K 0.18% 120
2022
Q1 		$328K Hold
1,600
– – 0.18% 119
2021
Q4 		$356K Hold
1,600
– – 0.21% 110
2021
Q3 		$350K Hold
1,600
– – 0.22% 103
2021
Q2 		$367K Buy
1,600
+50
+3% +$11.2K 0.24% 97
2021
Q1 		$342K Sell
1,550
-48
-3% -$10.5K 0.25% 95
2020
Q4 		$313K Sell
1,598
-100
-6% -$17.5K 0.26% 89
2020
Q3 		$254K Buy
1,698
+50
+3% +$7.52K 0.26% 92
2020
Q2 		$236K Buy
+1,648
New +$216K 0.29% 93
2020
Q1 		– Sell
-1,374
Closed -$228K – 161
2019
Q4 		$228K Hold
1,374
– – 0.27% 124
2019
Q3 		$208K Sell
1,374
-500
-27% -$76.3K 0.27% 130
2019
Q2 		$291K Hold
1,874
– – 0.4% 84
2019
Q1 		$287K Hold
1,874
– – 0.41% 86
2018
Q4 		$251K Buy
+1,874
New +$280K 0.42% 84

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's IWM Position: Q1 2026 in Review

&Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q1 2026, selling an estimated $41.5K and leaving 112,775 shares worth $28M. The position accounts for 0.14% of the portfolio, ranked #134.

&Partners first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • &Partners held 112,775 shares of iShares Russell 2000 ETF worth $28M as of Q1 2026.
  • &Partners sold 161 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41.5K.
  • iShares Russell 2000 ETF made up 0.14% of &Partners's portfolio in Q1 2026, its #134 holding.
  • &Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.