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

Rice 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
Q3 		$167K Sell
600
-41
-6% -$12K 0.02% 131
2026
Q2 		$193K Hold
641
– – 0.02% 118
2026
Q1 		$159K Sell
641
-87
-12% -$22.4K 0.02% 118
2025
Q4 		$179K Sell
728
-30
-4% -$7.38K 0.02% 114
2025
Q3 		$183K Sell
758
-18
-2% -$4.13K 0.03% 116
2025
Q2 		$167K Sell
776
-8
-1% -$1.61K 0.03% 115
2025
Q1 		$156K Sell
784
-1,276
-62% -$277K 0.03% 103
2024
Q4 		$455K Buy
2,060
+12
+0.6% +$2.74K 0.09% 69
2024
Q3 		$452K Buy
2,048
+46
+2% +$9.8K 0.09% 71
2024
Q2 		$406K Buy
2,002
+12
+0.6% +$2.42K 0.09% 71
2024
Q1 		$418K Sell
1,990
-26
-1% -$5.19K 0.1% 70
2023
Q4 		$405K Buy
2,016
+20
+1% +$3.58K 0.11% 70
2023
Q3 		$353K Buy
1,996
+26
+1% +$4.88K 0.1% 75
2023
Q2 		$369K Buy
1,970
+43
+2% +$7.67K 0.1% 79
2023
Q1 		$344K Buy
1,927
+136
+8% +$25K 0.1% 75
2022
Q4 		$312K Buy
1,791
+45
+3% +$8K 0.1% 76
2022
Q3 		$288K Buy
1,746
+53
+3% +$9.7K 0.09% 78
2022
Q2 		$287K Buy
1,693
+76
+5% +$14K 0.1% 77
2022
Q1 		$332K Sell
1,617
-633
-28% -$129K 0.1% 79
2021
Q4 		$501K Buy
2,250
+1,147
+104% +$259K 0.14% 64
2021
Q3 		$241K Buy
1,103
+36
+3% +$7.98K 0.08% 84
2021
Q2 		$245K Buy
1,067
+66
+7% +$14.8K 0.08% 88
2021
Q1 		$221K Buy
1,001
+199
+25% +$43.4K 0.08% 83
2020
Q4 		$157K Buy
802
+434
+118% +$75.9K 0.06% 88
2020
Q3 		$55K Buy
368
+42
+13% +$6.32K 0.02% 80
2020
Q2 		$47K Sell
326
-1,767
-84% -$232K 0.02% 73
2020
Q1 		$239K Sell
2,093
-48,657
-96% -$7.25M 0.16% 61
2019
Q4 		$8.41M Buy
50,750
+10,840
+27% +$1.71M 4.58% 6
2019
Q3 		$6.04M Buy
39,910
+2,873
+8% +$439K 3.78% 7
2019
Q2 		$5.76M Buy
37,037
+2,269
+7% +$350K 3.88% 6
2019
Q1 		$5.32M Buy
+34,768
New +$5.22M 3.85% 5

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rice Partnership's IWM Position: Q3 2026 in Review

Rice Partnership reduced its iShares Russell 2000 ETF (IWM) stake by 6.4% in Q3 2026, selling an estimated $12K and leaving 600 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #131.

Rice Partnership first reported a position in IWM in Q1 2019 and has held it in 31 quarters since. The position peaked at $8.41M in Q4 2019. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Rice Partnership held 600 shares of iShares Russell 2000 ETF worth $167K as of Q3 2026.
  • Rice Partnership sold 41 iShares Russell 2000 ETF shares in Q3 2026, an estimated $12K.
  • iShares Russell 2000 ETF made up 0.02% of Rice Partnership's portfolio in Q3 2026, its #131 holding.
  • Rice Partnership first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 31 quarters since.
  • Rice Partnership's iShares Russell 2000 ETF position peaked at $8.41M in Q4 2019.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Rice Partnership's 13F filing for Q3 2026, filed 9 Nov 2026.