Perfromance Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Perfromance Wealth 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	$254K	Buy	+1,025	New	+$264K	0.01%	181
2025 Q1	–	Sell	-1,138	Closed	-$251K	–	183
2024 Q4	$251K	Buy	1,138 +3	+0.3%	+$684	0.01%	153
2024 Q3	$251K	Sell	1,135 -684	-38%	-$146K	0.01%	165
2024 Q2	$369K	Sell	1,819 -835	-31%	-$169K	0.01%	103
2024 Q1	$558K	Sell	2,654 -1,735	-40%	-$346K	0.02%	88
2023 Q4	$881K	Sell	4,389 -123	-3%	-$22K	0.04%	76
2023 Q3	$797K	Hold	4,512	–	–	0.04%	83
2023 Q2	$838K	Sell	4,512 -5	-0.1%	-$891	0.04%	87
2023 Q1	$806K	Hold	4,517	–	–	0.04%	87
2022 Q4	$788K	Sell	4,517 -138	-3%	-$24.5K	0.05%	80
2022 Q3	$768K	Buy	4,655 +27	+0.6%	+$4.92K	0.04%	77
2022 Q2	$784K	Buy	4,628 +9	+0.2%	+$1.66K	0.04%	79
2022 Q1	$948K	Sell	4,619 -60	-1%	-$12.2K	0.04%	80
2021 Q4	$1.04M	Buy	+4,679	New	+$1.06M	0.04%	82

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Perfromance Wealth Partners's IWM Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,025 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in IWM as recently as Q4 2024.

Perfromance Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Perfromance Wealth Partners held 1,025 shares of iShares Russell 2000 ETF worth $254K as of Q1 2026.
iShares Russell 2000 ETF was a new Perfromance Wealth Partners position in Q1 2026.
iShares Russell 2000 ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #181 holding.
Perfromance Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
Perfromance Wealth Partners's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.