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

TFO 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
Q2 		$6.07M Buy
20,211
+1,393
+7% +$391K 0.66% 18
2026
Q1 		$4.67M Hold
18,818
– – 0.63% 19
2025
Q4 		$4.63M Sell
18,818
-213
-1% -$52.4K 0.69% 16
2025
Q3 		$4.6M Hold
19,031
– – 0.75% 12
2025
Q2 		$4.11M Buy
19,031
+96
+0.5% +$19.3K 0.72% 13
2025
Q1 		$3.78M Buy
+18,935
New +$4.11M 0.75% 14
2024
Q4 		– Sell
-16,204
Closed -$3.58M – 23
2024
Q3 		$3.58M Buy
16,204
+53
+0.3% +$11.3K 0.66% 15
2024
Q2 		$3.28M Buy
16,151
+43
+0.3% +$8.69K 0.64% 14
2024
Q1 		$3.39M Sell
16,108
-94
-0.6% -$18.8K 0.66% 14
2023
Q4 		$3.25M Buy
16,202
+354
+2% +$63.4K 0.66% 14
2023
Q3 		$2.97M Hold
15,848
– – 0.62% 14
2023
Q2 		$2.97M Hold
15,848
– – 0.63% 14
2023
Q1 		$2.83M Buy
15,848
+15,293
+2,755% +$2.82M 0.62% 14
2022
Q4 		$77K Sell
555
-15,293
-96% -$2.72M 0.02% 46
2022
Q3 		$2.61M Sell
15,848
-1,083
-6% -$198K 0.65% 15
2022
Q2 		$2.87M Sell
16,931
-500
-3% -$92.2K 0.65% 17
2022
Q1 		$3.58M Sell
17,431
-600
-3% -$122K 0.71% 16
2021
Q4 		$3.9M Buy
18,031
+1,100
+6% +$249K 0.75% 14
2021
Q3 		$3.7M Hold
16,931
– – 0.73% 13
2021
Q2 		$3.88M Hold
16,931
– – 0.77% 12
2021
Q1 		$3.74M Hold
16,931
– – 1.12% 10
2020
Q4 		$3.32M Hold
16,931
– – 1.06% 10
2020
Q3 		$2.54M Hold
16,931
– – 0.98% 10
2020
Q2 		$2.42M Sell
16,931
-23
-0.1% -$3.02K 0.96% 10
2020
Q1 		$1.94M Sell
16,954
-225
-1% -$33.5K 0.83% 11
2019
Q4 		$2.85M Buy
+17,179
New +$2.71M 2.62% 8

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TFO Wealth Partners's IWM Position: Q2 2026 in Review

TFO Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 7.4% in Q2 2026, buying an estimated $391K and bringing the position to 20,211 shares worth $6.07M. The position accounts for 0.66% of the portfolio, ranked #18.

TFO Wealth Partners first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • TFO Wealth Partners held 20,211 shares of iShares Russell 2000 ETF worth $6.07M as of Q2 2026.
  • TFO Wealth Partners bought 1,393 iShares Russell 2000 ETF shares in Q2 2026, an estimated $391K.
  • iShares Russell 2000 ETF made up 0.66% of TFO Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • TFO Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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