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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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. 828 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.
  • 828 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.