Allred Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Allred Capital 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 Q1	$326K	Hold	1,314	–	–	0.12%	123
2025 Q4	$323K	Hold	1,314	–	–	0.12%	128
2025 Q3	$318K	Hold	1,314	–	–	0.11%	135
2025 Q2	$284K	Hold	1,314	–	–	0.11%	132
2025 Q1	$262K	Hold	1,314	–	–	0.1%	141
2024 Q4	$290K	Hold	1,314	–	–	0.11%	143
2024 Q3	$290K	Sell	1,314 -6,848	-84%	-$1.47M	0.11%	135
2024 Q2	$1.66M	Buy	8,162 +319	+4%	+$64.5K	0.63%	35
2024 Q1	$1.65M	Buy	7,843 +4,626	+144%	+$923K	0.64%	34
2023 Q4	$646K	Buy	+3,217	New	+$576K	0.28%	77
2021 Q2	–	Sell	-289	Closed	-$63.9K	–	474
2021 Q1	$63.9K	Buy	+289	New	+$63.1K	0.03%	341
2020 Q1	–	Sell	-1,062	Closed	-$176K	–	411
2019 Q4	$176K	Buy	+1,062	New	+$168K	0.1%	160

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

Allred Capital Management's IWM Position: Q1 2026 in Review

Allred Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,314 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #123.

Allred Capital Management first reported a position in IWM in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.66M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Allred Capital Management held 1,314 shares of iShares Russell 2000 ETF worth $326K as of Q1 2026.
Allred Capital Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.12% of Allred Capital Management's portfolio in Q1 2026, its #123 holding.
Allred Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 12 quarters since.
Allred Capital Management's iShares Russell 2000 ETF position peaked at $1.66M in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.