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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
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 $1.37T 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

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

Pursue Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, selling an estimated $625K and leaving 12,835 shares worth $3.18M. The position accounts for 1.9% of the portfolio, ranked #17.

Pursue Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.03M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Pursue Wealth Partners held 12,835 shares of iShares Russell 2000 ETF worth $3.18M as of Q1 2026.
  • Pursue Wealth Partners sold 2,421 iShares Russell 2000 ETF shares in Q1 2026, an estimated $625K.
  • iShares Russell 2000 ETF made up 1.9% of Pursue Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Pursue Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Pursue Wealth Partners's iShares Russell 2000 ETF position peaked at $5.03M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.