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Patrick M. Sweeney & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Patrick M. Sweeney & Associates’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 		$259K Hold
863
– – 0.15% 150
2026
Q1 		$214K Buy
863
+45
+6% +$11.6K 0.14% 160
2025
Q4 		$201K Sell
818
-20
-2% -$4.92K 0.13% 159
2025
Q3 		$203K Buy
+838
New +$192K 0.13% 156

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

Patrick M. Sweeney & Associates's IWM Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 863 shares worth $259K. The position accounts for 0.15% of the portfolio, ranked #150.

Patrick M. Sweeney & Associates first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Patrick M. Sweeney & Associates held 863 shares of iShares Russell 2000 ETF worth $259K as of Q2 2026.
  • Patrick M. Sweeney & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #150 holding.
  • Patrick M. Sweeney & Associates first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.