Strategic Wealth 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
Q2 | $15M | Sell |
49,868
-307
| -0.6% | -$86.3K | 0.93% | 34 |
|
|
2026
Q1 | $12.4M | Buy |
50,175
+1,862
| +4% | +$480K | 0.86% | 34 |
|
|
2025
Q4 | $11.9M | Buy |
48,313
+4,441
| +10% | +$1.09M | 0.81% | 38 |
|
|
2025
Q3 | $10.6M | Buy |
43,872
+7,518
| +21% | +$1.73M | 0.79% | 38 |
|
|
2025
Q2 | $7.84M | Buy |
+36,354
| New | +$7.32M | 0.62% | 55 |
|
|
2024
Q4 | $8.29M | Sell |
36,678
-25,488
| -41% | -$5.81M | 0.69% | 48 |
|
|
2024
Q3 | $13.7M | Buy |
62,166
+898
| +1% | +$192K | 1.32% | 12 |
|
|
2024
Q2 | $12.4M | Buy |
61,268
+2,224
| +4% | +$449K | 1.3% | 15 |
|
|
2024
Q1 | $12.4M | Buy |
59,044
+6,098
| +12% | +$1.22M | 1.36% | 13 |
|
|
2023
Q4 | $10.6M | Buy |
52,946
+15,240
| +40% | +$2.73M | 1.31% | 13 |
|
|
2023
Q3 | $6.66M | Buy |
37,706
+2,034
| +6% | +$382K | 0.88% | 18 |
|
|
2023
Q2 | $6.68M | Buy |
35,672
+32,712
| +1,105% | +$5.83M | 0.86% | 21 |
|
|
2023
Q1 | $528K | Buy |
2,960
+323
| +12% | +$59.5K | 0.08% | 172 |
|
|
2022
Q4 | $460K | Sell |
2,637
-899
| -25% | -$160K | 0.09% | 178 |
|
|
2022
Q3 | $583K | Sell |
3,536
-68
| -2% | -$12.4K | 0.12% | 160 |
|
|
2022
Q2 | $610K | Buy |
3,604
+459
| +15% | +$84.6K | 0.13% | 148 |
|
|
2022
Q1 | $646K | Buy |
3,145
+496
| +19% | +$101K | 0.13% | 159 |
|
|
2021
Q4 | $589K | Buy |
2,649
+154
| +6% | +$34.8K | 0.11% | 182 |
|
|
2021
Q3 | $546K | Buy |
2,495
+216
| +9% | +$47.9K | 0.16% | 164 |
|
|
2021
Q2 | $523K | Buy |
2,279
+1,061
| +87% | +$239K | 0.17% | 146 |
|
|
2021
Q1 | $269K | Buy |
+1,218
| New | +$266K | 0.11% | 172 |
|
|
2020
Q3 | – | Sell |
-1,976
| Closed | -$283K | – | 158 |
|
|
2020
Q2 | $283K | Buy |
+1,976
| New | +$259K | 0.15% | 115 |
|
|
2019
Q4 | – | Sell |
-263
| Closed | -$39 | – | 316 |
|
|
2019
Q3 | $39 | Buy |
263
+129
| +96% | +$19.7K | ﹤0.01% | 310 |
|
|
2019
Q2 | $20K | Sell |
134
-23
| -15% | -$3.54K | 0.01% | 342 |
|
|
2019
Q1 | $24K | Sell |
157
-796
| -84% | -$120K | 0.01% | 329 |
|
|
2018
Q4 | $149K | Sell |
953
-20,313
| -96% | -$3.03M | 0.08% | 148 |
|
|
2018
Q3 | $3.58M | Buy |
21,266
+20,734
| +3,897% | +$3.5M | 1.91% | 8 |
|
|
2018
Q2 | $87K | Sell |
532
-292
| -35% | -$46.7K | 0.05% | 206 |
|
|
2018
Q1 | $125K | Sell |
824
-10,575
| -93% | -$1.63M | 0.06% | 172 |
|
|
2017
Q4 | $1.67M | Buy |
+11,399
| New | +$1.71M | 0.93% | 25 |
|
Other funds holding IWM
Strategic Wealth Partners's IWM Position: Q2 2026 in Review
Strategic Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.61% in Q2 2026, selling an estimated $86.3K and leaving 49,868 shares worth $15M. The position accounts for 0.93% of the portfolio, ranked #34.
Strategic Wealth Partners first reported a position in IWM in Q4 2017 and has held it in 30 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Strategic Wealth Partners held 49,868 shares of iShares Russell 2000 ETF worth $15M as of Q2 2026.
- Strategic Wealth Partners sold 307 iShares Russell 2000 ETF shares in Q2 2026, an estimated $86.3K.
- iShares Russell 2000 ETF made up 0.93% of Strategic Wealth Partners's portfolio in Q2 2026, its #34 holding.
- Strategic Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 30 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.