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Tranquility Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Tranquility 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 		$1.12M Buy
4,500
+366
+9% +$94.4K 0.42% 57
2025
Q4 		$1.02M Buy
4,134
+3
+0.1% +$738 0.37% 68
2025
Q3 		$999K Sell
4,131
-403
-9% -$92.5K 0.34% 77
2025
Q2 		$978K Sell
4,534
-46
-1% -$9.26K 0.35% 79
2025
Q1 		$914K Buy
4,580
+291
+7% +$63.1K 0.35% 78
2024
Q4 		$961K Sell
4,289
-46
-1% -$10.5K 0.36% 76
2024
Q3 		$958K Sell
4,335
-118
-3% -$25.3K 0.35% 76
2024
Q2 		$903K Sell
4,453
-2,243
-33% -$453K 0.35% 79
2024
Q1 		$1.41M Buy
6,696
+2,639
+65% +$526K 0.54% 49
2023
Q4 		$814K Sell
4,057
-482
-11% -$86.4K 0.34% 81
2023
Q3 		$802K Buy
4,539
+450
+11% +$84.5K 0.34% 78
2023
Q2 		$766K Buy
4,089
+251
+7% +$44.8K 0.33% 81
2023
Q1 		$685K Buy
3,838
+75
+2% +$13.8K 0.33% 84
2022
Q4 		$656K Sell
3,763
-1
-0% -$178 0.33% 82
2022
Q3 		$621K Sell
3,764
-238
-6% -$43.4K 0.35% 82
2022
Q2 		$678K Sell
4,002
-595
-13% -$110K 0.35% 81
2022
Q1 		$944K Buy
4,597
+333
+8% +$67.9K 0.44% 65
2021
Q4 		$949K Buy
4,264
+1,683
+65% +$380K 0.44% 66
2021
Q3 		$565K Buy
2,581
+195
+8% +$43.2K 0.29% 97
2021
Q2 		$547K Buy
2,386
+639
+37% +$144K 0.31% 95
2021
Q1 		$386K Buy
1,747
+438
+33% +$95.6K 0.24% 120
2020
Q4 		$257K Buy
+1,309
New +$229K 0.18% 136
2020
Q1 		– Sell
-1,279
Closed -$212K – 150
2019
Q4 		$212K Buy
+1,279
New +$202K 0.19% 142

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

Tranquility Partners's IWM Position: Q1 2026 in Review

Tranquility Partners increased its iShares Russell 2000 ETF (IWM) stake by 8.9% in Q1 2026, buying an estimated $94.4K and bringing the position to 4,500 shares worth $1.12M. The position accounts for 0.42% of the portfolio, ranked #57.

Tranquility Partners first reported a position in IWM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.41M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Tranquility Partners held 4,500 shares of iShares Russell 2000 ETF worth $1.12M as of Q1 2026.
  • Tranquility Partners bought 366 iShares Russell 2000 ETF shares in Q1 2026, an estimated $94.4K.
  • iShares Russell 2000 ETF made up 0.42% of Tranquility Partners's portfolio in Q1 2026, its #57 holding.
  • Tranquility Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 23 quarters since.
  • Tranquility Partners's iShares Russell 2000 ETF position peaked at $1.41M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.