Shepherd Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $689K | Hold |
2,479
| – | – | 0.06% | 145 |
|
|
2026
Q2 | $745K | Sell |
2,479
-108
| -4% | -$30.3K | 0.06% | 140 |
|
|
2026
Q1 | $642K | Sell |
2,587
-74
| -3% | -$19.1K | 0.06% | 143 |
|
|
2025
Q4 | $655K | Buy |
2,661
+74
| +3% | +$18.2K | 0.06% | 141 |
|
|
2025
Q3 | $626K | Hold |
2,587
| – | – | 0.06% | 146 |
|
|
2025
Q2 | $558K | Sell |
2,587
-99
| -4% | -$19.9K | 0.06% | 148 |
|
|
2025
Q1 | $536K | Buy |
2,686
+99
| +4% | +$21.5K | 0.06% | 146 |
|
|
2024
Q4 | $572K | Hold |
2,587
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $571K | Sell |
2,587
-43
| -2% | -$9.2K | 0.07% | 137 |
|
|
2024
Q2 | $534K | Sell |
2,630
-49
| -2% | -$9.9K | 0.07% | 142 |
|
|
2024
Q1 | $563K | Hold |
2,679
| – | – | 0.07% | 139 |
|
|
2023
Q4 | $538K | Sell |
2,679
-485
| -15% | -$86.9K | 0.08% | 137 |
|
|
2023
Q3 | $559K | Hold |
3,164
| – | – | 0.09% | 123 |
|
|
2023
Q2 | $593K | Sell |
3,164
-54
| -2% | -$9.6K | 0.09% | 120 |
|
|
2023
Q1 | $574K | Hold |
3,218
| – | – | 0.1% | 115 |
|
|
2022
Q4 | $561K | Sell |
3,218
-189
| -6% | -$33.6K | 0.1% | 114 |
|
|
2022
Q3 | $562K | Buy |
3,407
+1,708
| +101% | +$312K | 0.11% | 108 |
|
|
2022
Q2 | $288K | Buy |
1,699
+600
| +55% | +$111K | 0.06% | 137 |
|
|
2022
Q1 | $225K | Buy |
1,099
+135
| +14% | +$27.5K | 0.04% | 152 |
|
|
2021
Q4 | $214K | Buy |
964
+40
| +4% | +$9.04K | 0.04% | 147 |
|
|
2021
Q3 | $202K | Buy |
924
+20
| +2% | +$4.43K | 0.04% | 148 |
|
|
2021
Q2 | $207K | Hold |
904
| – | – | 0.04% | 145 |
|
|
2021
Q1 | $200K | Buy |
+904
| New | +$197K | 0.04% | 141 |
|
|
2020
Q2 | – | Sell |
-1,903
| Closed | -$220K | – | 128 |
|
|
2020
Q1 | $220K | Sell |
1,903
-7,616
| -80% | -$1.14M | 0.08% | 112 |
|
|
2019
Q4 | $1.58M | Sell |
9,519
-62
| -0.6% | -$9.8K | 0.37% | 50 |
|
|
2019
Q3 | $1.45M | Sell |
9,581
-231
| -2% | -$35.3K | 0.36% | 47 |
|
|
2019
Q2 | $1.53M | Sell |
9,812
-23,542
| -71% | -$3.63M | 0.29% | 49 |
|
|
2019
Q1 | $5.11M | Sell |
33,354
-621
| -2% | -$93.3K | 0.99% | 15 |
|
|
2018
Q4 | $4.55M | Buy |
33,975
+711
| +2% | +$106K | 0.99% | 16 |
|
|
2018
Q3 | $5.45M | Hold |
33,264
| – | – | 1.23% | 10 |
|
|
2018
Q2 | $5.49M | Buy |
33,264
+6,820
| +26% | +$1.09M | 1.23% | 10 |
|
|
2018
Q1 | $4.01M | Sell |
26,444
-2,863
| -10% | -$442K | 0.99% | 15 |
|
|
2017
Q4 | $4.47M | Sell |
29,307
-4,635
| -14% | -$696K | 1.05% | 13 |
|
|
2017
Q3 | $5.07M | Buy |
33,942
+1,668
| +5% | +$235K | 1.18% | 11 |
|
|
2017
Q2 | $4.51M | Sell |
32,274
-790
| -2% | -$109K | 1.1% | 14 |
|
|
2017
Q1 | $4.44M | Sell |
33,064
-113
| -0.3% | -$15.4K | 1.15% | 14 |
|
|
2016
Q4 | $4.5M | Buy |
+33,177
| New | +$4.24M | 1.28% | 13 |
|
Other funds holding IWM
Shepherd Financial Partners's IWM Position: Q3 2026 in Review
Shepherd Financial Partners held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,479 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #145.
Shepherd Financial Partners first reported a position in IWM in Q4 2016 and has held it in 37 quarters since. The position peaked at $5.49M in Q2 2018. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- Shepherd Financial Partners held 2,479 shares of iShares Russell 2000 ETF worth $689K as of Q3 2026.
- Shepherd Financial Partners left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
- iShares Russell 2000 ETF made up 0.06% of Shepherd Financial Partners's portfolio in Q3 2026, its #145 holding.
- Shepherd Financial Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 37 quarters since.
- Shepherd Financial Partners's iShares Russell 2000 ETF position peaked at $5.49M in Q2 2018.
- 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.