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

Wealth Management 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 		$277K Sell
923
-50
-5% -$14.1K 0.07% 136
2026
Q1 		$241K Hold
973
– – 0.07% 137
2025
Q4 		$240K Sell
973
-20
-2% -$4.92K 0.07% 133
2025
Q3 		$240K Hold
993
– – 0.08% 125
2025
Q2 		$218K Buy
+993
New +$200K 0.08% 127
2025
Q1 		– Sell
-993
Closed -$219K – 119
2024
Q4 		$219K Buy
+993
New +$226K 0.09% 110

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Wealth Management Partners reduced its iShares Russell 2000 ETF (IWM) stake by 5.1% in Q2 2026, selling an estimated $14.1K and leaving 923 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #136.

Wealth Management Partners first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 989 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealth Management Partners held 923 shares of iShares Russell 2000 ETF worth $277K as of Q2 2026.
  • Wealth Management Partners sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.07% of Wealth Management Partners's portfolio in Q2 2026, its #136 holding.
  • Wealth Management Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.