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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
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 $1.37T 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

Patrick M. Sweeney & Associates's IWM Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its iShares Russell 2000 ETF (IWM) stake by 5.5% in Q1 2026, buying an estimated $11.6K and bringing the position to 863 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #160.

Patrick M. Sweeney & Associates first reported a position in IWM in Q3 2025 and has held it in 3 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Patrick M. Sweeney & Associates held 863 shares of iShares Russell 2000 ETF worth $214K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 45 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.6K.
  • iShares Russell 2000 ETF made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #160 holding.
  • Patrick M. Sweeney & Associates first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.