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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
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 $1.37T 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

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

TFO Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 18,818 shares worth $4.67M. The position accounts for 0.63% of the portfolio, ranked #19.

TFO Wealth Partners first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • TFO Wealth Partners held 18,818 shares of iShares Russell 2000 ETF worth $4.67M as of Q1 2026.
  • TFO Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.63% of TFO Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • TFO Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.