Stevens Capital Partners
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Stevens Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Stevens Capital 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
Q3 		$222K Buy
800
+11
+1% +$3.23K 0.04% 170
2026
Q2 		$237K Sell
789
-38
-5% -$10.7K 0.05% 142
2026
Q1 		$205K Hold
827
– – 0.05% 125
2025
Q4 		$203K Buy
+827
New +$203K 0.05% 102

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Stevens Capital Partners's IWM Position: Q3 2026 in Review

Stevens Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q3 2026, buying an estimated $3.23K and bringing the position to 800 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #170.

Stevens Capital Partners first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $237K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Stevens Capital Partners held 800 shares of iShares Russell 2000 ETF worth $222K as of Q3 2026.
  • Stevens Capital Partners bought 11 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.23K.
  • iShares Russell 2000 ETF made up 0.04% of Stevens Capital Partners's portfolio in Q3 2026, its #170 holding.
  • Stevens Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Stevens Capital Partners's iShares Russell 2000 ETF position peaked at $237K in Q2 2026.
  • 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.