Triad Wealth Partners
IWM icon

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

Triad 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
Q3 		$204K Sell
732
-1,195
-62% -$351K 0.01% 543
2026
Q2 		$571K Buy
1,927
+4
+0.2% +$1.12K 0.03% 289
2026
Q1 		$477K Sell
1,923
-277
-13% -$71.5K 0.04% 284
2025
Q4 		$542K Buy
2,200
+263
+14% +$64.7K 0.05% 250
2025
Q3 		$469K Buy
1,937
+430
+29% +$98.7K 0.06% 215
2025
Q2 		$325K Buy
+1,507
New +$303K 0.07% 204
2024
Q3 		– Sell
-214
Closed -$43.4K – 472
2024
Q2 		$43.4K Buy
+214
New +$43.2K 0.02% 249

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Triad Wealth Partners's IWM Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 62% in Q3 2026, selling an estimated $351K and leaving 732 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #543.

Triad Wealth Partners first reported a position in IWM in Q2 2024 and has held it in 7 quarters since. The position peaked at $571K in Q2 2026. 1,746 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Triad Wealth Partners held 732 shares of iShares Russell 2000 ETF worth $204K as of Q3 2026.
  • Triad Wealth Partners sold 1,195 iShares Russell 2000 ETF shares in Q3 2026, an estimated $351K.
  • iShares Russell 2000 ETF made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #543 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's iShares Russell 2000 ETF position peaked at $571K in Q2 2026.
  • 1,746 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.