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

Strategic 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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Strategic Wealth Partners's IWM Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, buying an estimated $480K and bringing the position to 50,175 shares worth $12.4M. The position accounts for 0.86% of the portfolio, ranked #34.

Strategic Wealth Partners first reported a position in IWM in Q4 2017 and has held it in 29 quarters since. The position peaked at $13.7M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Strategic Wealth Partners held 50,175 shares of iShares Russell 2000 ETF worth $12.4M as of Q1 2026.
  • Strategic Wealth Partners bought 1,862 iShares Russell 2000 ETF shares in Q1 2026, an estimated $480K.
  • iShares Russell 2000 ETF made up 0.86% of Strategic Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • Strategic Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 29 quarters since.
  • Strategic Wealth Partners's iShares Russell 2000 ETF position peaked at $13.7M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.