Sagespring Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Sagespring 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 Q2	$4.39M	Sell	14,597 -18	-0.1%	-$5.06K	0.07%	138
2026 Q1	$3.62M	Buy	14,615 +368	+3%	+$94.9K	0.07%	141
2025 Q4	$3.51M	Buy	14,247 +67	+0.5%	+$16.5K	0.06%	143
2025 Q3	$3.43M	Buy	14,180 +249	+2%	+$57.1K	0.07%	140
2025 Q2	$3.01M	Sell	13,931 -130	-0.9%	-$26.2K	0.06%	143
2025 Q1	$2.8M	Sell	14,061 -1,059	-7%	-$230K	0.07%	131
2024 Q4	$3.34M	Buy	+15,120	New	+$3.45M	0.09%	105

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sagespring Wealth Partners's IWM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, selling an estimated $5.06K and leaving 14,597 shares worth $4.39M. The position accounts for 0.07% of the portfolio, ranked #138.

Sagespring Wealth Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sagespring Wealth Partners held 14,597 shares of iShares Russell 2000 ETF worth $4.39M as of Q2 2026.
Sagespring Wealth Partners sold 18 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.06K.
iShares Russell 2000 ETF made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #138 holding.
Sagespring Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.