Quantum Financial Partners
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Quantum Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Quantum Financial 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
Q3 		$218K Sell
784
-290
-27% -$85.2K 0.11% 140
2026
Q2 		$323K Buy
+1,074
New +$302K 0.17% 103

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Quantum Financial Partners's IWM Position: Q3 2026 in Review

Quantum Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 27% in Q3 2026, selling an estimated $85.2K and leaving 784 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #140.

Quantum Financial Partners first reported a position in IWM in Q2 2026 and has held it in 2 quarters since. The position peaked at $323K in Q2 2026. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Quantum Financial Partners held 784 shares of iShares Russell 2000 ETF worth $218K as of Q3 2026.
  • Quantum Financial Partners sold 290 iShares Russell 2000 ETF shares in Q3 2026, an estimated $85.2K.
  • iShares Russell 2000 ETF made up 0.11% of Quantum Financial Partners's portfolio in Q3 2026, its #140 holding.
  • Quantum Financial Partners first reported a position in iShares Russell 2000 ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's iShares Russell 2000 ETF position peaked at $323K in Q2 2026.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.