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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
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% +$9.84K 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% +$9.67K 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

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

Rice Partnership's IWM Position: Q1 2026 in Review

Rice Partnership reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, selling an estimated $22.4K and leaving 641 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #118.

Rice Partnership first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.41M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Rice Partnership held 641 shares of iShares Russell 2000 ETF worth $159K as of Q1 2026.
  • Rice Partnership sold 87 iShares Russell 2000 ETF shares in Q1 2026, an estimated $22.4K.
  • iShares Russell 2000 ETF made up 0.02% of Rice Partnership's portfolio in Q1 2026, its #118 holding.
  • Rice Partnership first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • Rice Partnership's iShares Russell 2000 ETF position peaked at $8.41M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.