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Agate Pass Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Agate Pass Investment Management’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 		$956K Sell
3,183
-105
-3% -$29.5K 0.35% 63
2026
Q1 		$815K Sell
3,288
-51
-2% -$13.2K 0.32% 72
2025
Q4 		$822K Buy
3,339
+10
+0.3% +$2.46K 0.31% 72
2025
Q3 		$805K Hold
3,329
– – 0.31% 72
2025
Q2 		$718K Sell
3,329
-1,300
-28% -$262K 0.29% 75
2025
Q1 		$923K Sell
4,629
-1,581
-25% -$343K 0.4% 69
2024
Q4 		$1.37M Buy
6,210
+3,251
+110% +$741K 0.62% 48
2024
Q3 		$654K Buy
2,959
+1
+0% +$214 0.33% 67
2024
Q2 		$600K Sell
2,958
-125
-4% -$25.3K 0.32% 66
2024
Q1 		$648K Sell
3,083
-349
-10% -$69.6K 0.35% 66
2023
Q4 		$689K Sell
3,432
-1,898
-36% -$340K 0.4% 59
2023
Q3 		$942K Buy
5,330
+30
+0.6% +$5.63K 0.64% 48
2023
Q2 		$993K Hold
5,300
– – 0.6% 49
2023
Q1 		$946K Sell
5,300
-252
-5% -$46.4K 0.62% 49
2022
Q4 		$968K Sell
5,552
-851
-13% -$151K 0.68% 43
2022
Q3 		$1.06M Buy
6,403
+54
+0.9% +$9.85K 0.81% 39
2022
Q2 		$1.07M Buy
6,349
+620
+11% +$114K 0.76% 41
2022
Q1 		$1.18M Buy
5,729
+469
+9% +$95.7K 0.73% 42
2021
Q4 		$1.17M Buy
+5,260
New +$1.19M 0.73% 38

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Agate Pass Investment Management's IWM Position: Q2 2026 in Review

Agate Pass Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q2 2026, selling an estimated $29.5K and leaving 3,183 shares worth $956K. The position accounts for 0.35% of the portfolio, ranked #63.

Agate Pass Investment Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2024. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Agate Pass Investment Management held 3,183 shares of iShares Russell 2000 ETF worth $956K as of Q2 2026.
  • Agate Pass Investment Management sold 105 iShares Russell 2000 ETF shares in Q2 2026, an estimated $29.5K.
  • iShares Russell 2000 ETF made up 0.35% of Agate Pass Investment Management's portfolio in Q2 2026, its #63 holding.
  • Agate Pass Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's iShares Russell 2000 ETF position peaked at $1.37M in Q4 2024.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.