Tranquility Partners
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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
Q3 		$1.21M Sell
4,377
-104
-2% -$30.5K 0.42% 62
2026
Q2 		$1.35M Sell
4,481
-19
-0.4% -$5.34K 0.46% 56
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% -$25.2K 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

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Citizens Financial Group
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Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Tranquility Partners's IWM Position: Q3 2026 in Review

Tranquility Partners reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q3 2026, selling an estimated $30.5K and leaving 4,377 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #62.

Tranquility Partners first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.41M in Q1 2024. 963 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Tranquility Partners held 4,377 shares of iShares Russell 2000 ETF worth $1.21M as of Q3 2026.
  • Tranquility Partners sold 104 iShares Russell 2000 ETF shares in Q3 2026, an estimated $30.5K.
  • iShares Russell 2000 ETF made up 0.42% of Tranquility Partners's portfolio in Q3 2026, its #62 holding.
  • Tranquility Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Tranquility Partners's iShares Russell 2000 ETF position peaked at $1.41M in Q1 2024.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.