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 Q2	$1.17M	Sell	3,881 -190	-5%	-$53.4K	0.16%	103
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tyche Wealth Partners's IWM Position: Q2 2026 in Review

Tyche Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q2 2026, selling an estimated $53.4K and leaving 3,881 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #103.

Tyche Wealth Partners first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tyche Wealth Partners held 3,881 shares of iShares Russell 2000 ETF worth $1.17M as of Q2 2026.
Tyche Wealth Partners sold 190 iShares Russell 2000 ETF shares in Q2 2026, an estimated $53.4K.
iShares Russell 2000 ETF made up 0.16% of Tyche Wealth Partners's portfolio in Q2 2026, its #103 holding.
Tyche Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's iShares Russell 2000 ETF position peaked at $1.3M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.