YANKCOM Partnership’s iShares Russell 2000 ETF IWM Stock Holding History

YANKCOM Partnership’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	$336K	Buy	1,209 +8	+0.7%	+$2.35K	0.12%	112
2026 Q2	$361K	Hold	1,201	–	–	0.13%	111
2026 Q1	$298K	Hold	1,201	–	–	0.12%	119
2025 Q4	$296K	Buy	1,201 +2	+0.2%	+$492	0.13%	124
2025 Q3	$290K	Hold	1,199	–	–	0.13%	119
2025 Q2	$259K	Hold	1,199	–	–	0.13%	126
2025 Q1	$239K	Buy	1,199 +1	+0.1%	+$217	0.13%	121
2024 Q4	$265K	Buy	+1,198	New	+$273K	0.14%	121

Other funds holding IWM

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

YANKCOM Partnership's IWM Position: Q3 2026 in Review

YANKCOM Partnership increased its iShares Russell 2000 ETF (IWM) stake by 0.67% in Q3 2026, buying an estimated $2.35K and bringing the position to 1,209 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #112.

YANKCOM Partnership first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $361K in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

YANKCOM Partnership held 1,209 shares of iShares Russell 2000 ETF worth $336K as of Q3 2026.
YANKCOM Partnership bought 8 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.35K.
iShares Russell 2000 ETF made up 0.12% of YANKCOM Partnership's portfolio in Q3 2026, its #112 holding.
YANKCOM Partnership first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's iShares Russell 2000 ETF position peaked at $361K in Q2 2026.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.