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

SIMA 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	$21.9K	Hold	73	–	–	0.02%	99
2026 Q1	$18.1K	Sell	73 -1	-1%	-$258	0.01%	101
2025 Q4	$18.2K	Hold	74	–	–	0.01%	100
2025 Q3	$17.9K	Sell	74 -7	-9%	-$1.61K	0.01%	106
2025 Q2	$17.5K	Sell	81 -1	-1%	-$201	0.01%	107
2025 Q1	$16.4K	Hold	82	–	–	0.01%	123
2024 Q4	$18.1K	Sell	82 -5	-6%	-$1.14K	0.02%	122
2024 Q3	$19.2K	Sell	87 -107	-55%	-$22.9K	0.02%	109
2024 Q2	$39.4K	Buy	+194	New	+$39.2K	0.04%	88

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

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

SIMA Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 73 shares worth $21.9K. The position accounts for 0.02% of the portfolio, ranked #99.

SIMA Wealth Partners first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $39.4K in Q2 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SIMA Wealth Partners held 73 shares of iShares Russell 2000 ETF worth $21.9K as of Q2 2026.
SIMA Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #99 holding.
SIMA Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares Russell 2000 ETF position peaked at $39.4K in Q2 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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