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

Pursue 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 		$5.34M Buy
17,778
+4,943
+39% +$1.39M 2.99% 9
2026
Q1 		$3.18M Sell
12,835
-2,421
-16% -$625K 1.9% 17
2025
Q4 		$3.76M Buy
15,256
+356
+2% +$87.5K 1.83% 17
2025
Q3 		$3.61M Sell
14,900
-2,191
-13% -$503K 1.98% 15
2025
Q2 		$3.69M Sell
17,091
-6,188
-27% -$1.25M 2.1% 12
2025
Q1 		$4.64M Buy
23,279
+520
+2% +$113K 2.83% 9
2024
Q4 		$5.03M Sell
22,759
-22
-0.1% -$5.02K 2.88% 10
2024
Q3 		$5.03M Buy
22,781
+14,590
+178% +$3.12M 2.75% 10
2024
Q2 		$1.66M Buy
8,191
+1,394
+21% +$282K 0.91% 29
2024
Q1 		$1.43M Buy
6,797
+2,166
+47% +$432K 0.84% 29
2023
Q4 		$929K Buy
4,631
+2,362
+104% +$423K 0.6% 44
2023
Q3 		$401K Sell
2,269
-32
-1% -$6.01K 0.28% 63
2023
Q2 		$431K Sell
2,301
-13,343
-85% -$2.38M 0.27% 68
2023
Q1 		$2.79M Sell
15,644
-866
-5% -$159K 1.91% 19
2022
Q4 		$2.88M Buy
16,510
+10,510
+175% +$1.87M 2.22% 10
2022
Q3 		$990K Hold
6,000
– – 0.71% 41
2022
Q2 		$1.02M Hold
6,000
– – 0.65% 45
2022
Q1 		$1.2M Hold
6,000
– – 0.49% 49
2021
Q4 		$1.33M Buy
+6,000
New +$1.36M 0.52% 49

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

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

Pursue Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 39% in Q2 2026, buying an estimated $1.39M and bringing the position to 17,778 shares worth $5.34M. The position accounts for 2.99% of the portfolio, ranked #9.

Pursue Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pursue Wealth Partners held 17,778 shares of iShares Russell 2000 ETF worth $5.34M as of Q2 2026.
  • Pursue Wealth Partners bought 4,943 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.39M.
  • iShares Russell 2000 ETF made up 2.99% of Pursue Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Pursue Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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