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 Q2	$374K	Buy	1,245 +220	+21%	+$61.8K	0.01%	161
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perfromance Wealth Partners's IWM Position: Q2 2026 in Review

Perfromance Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, buying an estimated $61.8K and bringing the position to 1,245 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #161.

Perfromance Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Perfromance Wealth Partners held 1,245 shares of iShares Russell 2000 ETF worth $374K as of Q2 2026.
Perfromance Wealth Partners bought 220 iShares Russell 2000 ETF shares in Q2 2026, an estimated $61.8K.
iShares Russell 2000 ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #161 holding.
Perfromance Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
Perfromance Wealth Partners's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2021.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.