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Sellwood Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Sellwood Investment 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 		$1.5K Hold
5
– – ﹤0.01% 59
2026
Q1 		$1.24K Hold
5
– – ﹤0.01% 59
2025
Q4 		$1.23K Hold
5
– – ﹤0.01% 59
2025
Q3 		$1.21K Hold
5
– – ﹤0.01% 99
2025
Q2 		$1.08K Hold
5
– – ﹤0.01% 49
2025
Q1 		$997 Hold
5
– – ﹤0.01% 39
2024
Q4 		$1.1K Buy
+5
New +$1.14K ﹤0.01% 55

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Sellwood Investment Partners's IWM Position: Q2 2026 in Review

Sellwood Investment Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

Sellwood Investment Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,451 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sellwood Investment Partners held 5 shares of iShares Russell 2000 ETF worth $1.5K as of Q2 2026.
  • Sellwood Investment Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #59 holding.
  • Sellwood Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,451 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.