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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
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

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

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

Triad Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, selling an estimated $71.5K and leaving 1,923 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #284.

Triad Wealth Partners first reported a position in IWM in Q2 2024 and has held it in 5 quarters since. The position peaked at $542K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Triad Wealth Partners held 1,923 shares of iShares Russell 2000 ETF worth $477K as of Q1 2026.
  • Triad Wealth Partners sold 277 iShares Russell 2000 ETF shares in Q1 2026, an estimated $71.5K.
  • iShares Russell 2000 ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #284 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's iShares Russell 2000 ETF position peaked at $542K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.