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

Tyche 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	$1.01M	Buy	4,071 +159	+4%	+$41K	0.16%	112
2025 Q4	$963K	Sell	3,912 -733	-16%	-$180K	0.15%	116
2025 Q3	$1.12M	Sell	4,645 -921	-17%	-$211K	0.2%	93
2025 Q2	$1.2M	Sell	5,566 -156	-3%	-$31.4K	0.24%	79
2025 Q1	$1.14M	Sell	5,722 -182	-3%	-$39.5K	0.25%	69
2024 Q4	$1.3M	Buy	5,904 +15	+0.3%	+$3.42K	0.28%	68
2024 Q3	$1.3M	Buy	5,889 +202	+4%	+$43.2K	0.29%	65
2024 Q2	$1.15M	Hold	5,687	–	–	0.28%	66
2024 Q1	$1.2M	Sell	5,687 -216	-4%	-$43.1K	0.29%	67
2023 Q4	$1.18M	Buy	+5,903	New	+$1.06M	0.29%	70

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Tyche Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 4.1% in Q1 2026, buying an estimated $41K and bringing the position to 4,071 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #112.

Tyche Wealth Partners first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Tyche Wealth Partners held 4,071 shares of iShares Russell 2000 ETF worth $1.01M as of Q1 2026.
Tyche Wealth Partners bought 159 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41K.
iShares Russell 2000 ETF made up 0.16% of Tyche Wealth Partners's portfolio in Q1 2026, its #112 holding.
Tyche Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Tyche Wealth Partners's iShares Russell 2000 ETF position peaked at $1.3M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.