Wealthspan Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthspan 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 Q3	$5.2M	Buy	18,709 +391	+2%	+$115K	1.57%	19
2026 Q2	$5.5M	Buy	18,318 +152	+0.8%	+$42.7K	1.73%	19
2026 Q1	$4.51M	Buy	18,166 +544	+3%	+$140K	1.59%	20
2025 Q4	$4.34M	Buy	17,622 +1,055	+6%	+$259K	1.58%	19
2025 Q3	$4.01M	Sell	16,567 -1,900	-10%	-$436K	1.53%	19
2025 Q2	$3.98M	Buy	18,467 +4,574	+33%	+$920K	1.65%	16
2025 Q1	$2.77M	Buy	13,893 +3,327	+31%	+$722K	1.28%	24
2024 Q4	$2.33M	Buy	10,566 +5,553	+111%	+$1.27M	1.12%	23
2024 Q3	$1.11M	Buy	+5,013	New	+$1.07M	0.55%	34

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthspan Partners's IWM Position: Q3 2026 in Review

Wealthspan Partners increased its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q3 2026, buying an estimated $115K and bringing the position to 18,709 shares worth $5.2M. The position accounts for 1.57% of the portfolio, ranked #19.

Wealthspan Partners first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.5M in Q2 2026. 2,354 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Wealthspan Partners held 18,709 shares of iShares Russell 2000 ETF worth $5.2M as of Q3 2026.
Wealthspan Partners bought 391 iShares Russell 2000 ETF shares in Q3 2026, an estimated $115K.
iShares Russell 2000 ETF made up 1.57% of Wealthspan Partners's portfolio in Q3 2026, its #19 holding.
Wealthspan Partners first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
Wealthspan Partners's iShares Russell 2000 ETF position peaked at $5.5M in Q2 2026.
2,354 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.