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 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

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

Stevens Capital Partners's IWM Position: Q2 2026 in Review

Stevens Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q2 2026, selling an estimated $10.7K and leaving 789 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #142.

Stevens Capital Partners first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Stevens Capital Partners held 789 shares of iShares Russell 2000 ETF worth $237K as of Q2 2026.
Stevens Capital Partners sold 38 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.7K.
iShares Russell 2000 ETF made up 0.05% of Stevens Capital Partners's portfolio in Q2 2026, its #142 holding.
Stevens Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.