Whalerock Point Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Whalerock Point 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	$535K	Hold	2,156	–	–	0.1%	115
2025 Q4	$531K	Sell	2,156 -200	-8%	-$49.2K	0.1%	113
2025 Q3	$570K	Sell	2,356 -168	-7%	-$38.5K	0.12%	95
2025 Q2	$545K	Sell	2,524 -1,994	-44%	-$401K	0.12%	101
2025 Q1	$901K	Buy	4,518 +10	+0.2%	+$2.17K	0.21%	70
2024 Q4	$996K	Buy	4,508 +461	+11%	+$105K	0.23%	64
2024 Q3	$894K	Buy	4,047 +210	+5%	+$44.9K	0.21%	72
2024 Q2	$778K	Hold	3,837	–	–	0.21%	74
2024 Q1	$807K	Sell	3,837 -12	-0.3%	-$2.39K	0.22%	73
2023 Q4	$773K	Sell	3,849 -502	-12%	-$89.9K	0.24%	73
2023 Q3	$769K	Hold	4,351	–	–	0.27%	68
2023 Q2	$815K	Hold	4,351	–	–	0.28%	64
2023 Q1	$776K	Hold	4,351	–	–	0.29%	64
2022 Q4	$759K	Sell	4,351 -71	-2%	-$12.6K	0.31%	64
2022 Q3	$729K	Sell	4,422 -9	-0.2%	-$1.64K	0.32%	61
2022 Q2	$750K	Sell	4,431 -188	-4%	-$34.7K	0.32%	62
2022 Q1	$948K	Hold	4,619	–	–	0.34%	57
2021 Q4	$1.03M	Buy	4,619 +71	+2%	+$16K	0.35%	56
2021 Q3	$995K	Hold	4,548	–	–	0.39%	52
2021 Q2	$1.04M	Sell	4,548 -130	-3%	-$29.2K	0.4%	55
2021 Q1	$1.03M	Hold	4,678	–	–	0.45%	51
2020 Q4	$917K	Buy	4,678 +3,949	+542%	+$691K	0.44%	54
2020 Q3	$729K	Sell	729 -4,239	-85%	-$638K	0.4%	59
2020 Q2	$711K	Sell	4,968 -306	-6%	-$40.2K	0.42%	63
2020 Q1	$604K	Sell	5,274 -320	-6%	-$47.7K	0.43%	60
2019 Q4	$927K	Sell	5,594 -235	-4%	-$37.1K	0.49%	57
2019 Q3	$882K	Sell	5,829 -59	-1%	-$9.01K	0.48%	57
2019 Q2	$916K	Sell	5,888 -250	-4%	-$38.5K	0.52%	51
2019 Q1	$940K	Buy	6,138 +595	+11%	+$89.4K	0.61%	48
2018 Q4	$742K	Sell	5,543 -994	-15%	-$148K	0.69%	41
2018 Q3	$1.1M	Buy	6,537 +1,600	+32%	+$270K	0.8%	36
2018 Q2	$809K	Buy	4,937 +157	+3%	+$25.1K	0.65%	45
2018 Q1	$726K	Buy	4,780 +758	+19%	+$117K	0.23%	79
2017 Q4	$613K	Sell	4,022 -6	-0.1%	-$901	0.19%	86
2017 Q3	$597K	Sell	4,028 -458	-10%	-$64.4K	0.21%	84
2017 Q2	$632K	Buy	4,486 +1,637	+57%	+$227K	0.23%	79
2017 Q1	$391K	Sell	2,849 -1,054	-27%	-$144K	0.15%	98
2016 Q4	$526K	Buy	3,903 +1,710	+78%	+$219K	0.21%	79
2016 Q3	$272K	Buy	+2,193	New	+$267K	0.11%	115
2016 Q1	$499K	Buy	+4,511	New	+$467K	0.22%	81

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

Whalerock Point Partners's IWM Position: Q1 2026 in Review

Whalerock Point Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,156 shares worth $535K. The position accounts for 0.1% of the portfolio, ranked #115.

Whalerock Point Partners first reported a position in IWM in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.1M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Whalerock Point Partners held 2,156 shares of iShares Russell 2000 ETF worth $535K as of Q1 2026.
Whalerock Point Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.1% of Whalerock Point Partners's portfolio in Q1 2026, its #115 holding.
Whalerock Point Partners first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 40 quarters since.
Whalerock Point Partners's iShares Russell 2000 ETF position peaked at $1.1M in Q3 2018.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.