Raelipskie Partnership’s iShares Russell 2000 ETF IWM Stock Holding History

Raelipskie Partnership’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	$9.16M	Sell	36,943 -1,163	-3%	-$300K	3.88%	8
2025 Q4	$9.38M	Sell	38,106 -10,965	-22%	-$2.7M	3.93%	7
2025 Q3	$11.9M	Sell	49,071 -258	-0.5%	-$59.2K	5.1%	6
2025 Q2	$10.6M	Buy	49,329 +4,110	+9%	+$827K	4.87%	6
2025 Q1	$9.02M	Sell	45,219 -295	-0.6%	-$64K	4.64%	6
2024 Q4	$10.1M	Buy	45,514 +375	+0.8%	+$85.5K	5%	6
2024 Q3	$9.97M	Buy	45,139 +645	+1%	+$138K	4.86%	6
2024 Q2	$9.03M	Sell	44,494 -385	-0.9%	-$77.8K	4.82%	7
2024 Q1	$9.44M	Buy	44,879 +716	+2%	+$143K	5.38%	5
2023 Q4	$8.86M	Buy	+44,163	New	+$7.91M	5.4%	5

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

Raelipskie Partnership's IWM Position: Q1 2026 in Review

Raelipskie Partnership reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q1 2026, selling an estimated $300K and leaving 36,943 shares worth $9.16M. The position accounts for 3.88% of the portfolio, ranked #8.

Raelipskie Partnership first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Raelipskie Partnership held 36,943 shares of iShares Russell 2000 ETF worth $9.16M as of Q1 2026.
Raelipskie Partnership sold 1,163 iShares Russell 2000 ETF shares in Q1 2026, an estimated $300K.
iShares Russell 2000 ETF made up 3.88% of Raelipskie Partnership's portfolio in Q1 2026, its #8 holding.
Raelipskie Partnership first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Raelipskie Partnership's iShares Russell 2000 ETF position peaked at $11.9M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Raelipskie Partnership's 13F filing for Q1 2026, filed 29 Apr 2026.