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Stablepoint Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Stablepoint 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 		$343K Hold
1,140
– – 0.05% 217
2026
Q1 		$283K Sell
1,140
-7
-0.6% -$1.81K 0.04% 225
2025
Q4 		$282K Sell
1,147
-128
-10% -$31.5K 0.04% 218
2025
Q3 		$308K Sell
1,275
-78
-6% -$17.9K 0.05% 218
2025
Q2 		$292K Sell
1,353
-27
-2% -$5.43K 0.05% 219
2025
Q1 		$275K Sell
1,380
-86
-6% -$18.7K 0.05% 216
2024
Q4 		$324K Sell
1,466
-71
-5% -$16.2K 0.06% 207
2024
Q3 		$340K Sell
1,537
-751
-33% -$161K 0.06% 204
2024
Q2 		$507K Sell
2,288
-859
-27% -$174K 0.1% 170
2024
Q1 		$662K Buy
3,147
+1,082
+52% +$216K 0.13% 156
2023
Q4 		$414K Buy
+2,065
New +$370K 0.11% 177

Other funds holding IWM

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Stablepoint Partners's IWM Position: Q2 2026 in Review

Stablepoint Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,140 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #217.

Stablepoint Partners first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $662K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Stablepoint Partners held 1,140 shares of iShares Russell 2000 ETF worth $343K as of Q2 2026.
  • Stablepoint Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of Stablepoint Partners's portfolio in Q2 2026, its #217 holding.
  • Stablepoint Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Stablepoint Partners's iShares Russell 2000 ETF position peaked at $662K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.