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

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

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. 2,740 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.
2,740 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.