American Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $614K | Hold |
2,477
| – | – | 0.14% | 84 |
|
|
2025
Q4 | $610K | Hold |
2,477
| – | – | 0.14% | 84 |
|
|
2025
Q3 | $599K | Hold |
2,477
| – | – | 0.14% | 85 |
|
|
2025
Q2 | $535K | Sell |
2,477
-772
| -24% | -$155K | 0.14% | 87 |
|
|
2025
Q1 | $648K | Sell |
3,249
-11
| -0.3% | -$2.39K | 0.11% | 99 |
|
|
2024
Q4 | $720K | Hold |
3,260
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $720K | Sell |
3,260
-5
| -0.2% | -$1.07K | 0.12% | 96 |
|
|
2024
Q2 | $662K | Sell |
3,265
-126
| -4% | -$25.5K | 0.12% | 100 |
|
|
2024
Q1 | $713K | Hold |
3,391
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $681K | Hold |
3,391
| – | – | 0.13% | 93 |
|
|
2023
Q3 | $599K | Hold |
3,391
| – | – | 0.13% | 93 |
|
|
2023
Q2 | $635K | Sell |
3,391
-237
| -7% | -$42.3K | 0.13% | 91 |
|
|
2023
Q1 | $633K | Hold |
3,628
| – | – | 0.13% | 90 |
|
|
2022
Q4 | $633K | Hold |
3,628
| – | – | 0.13% | 90 |
|
|
2022
Q3 | $598K | Hold |
3,628
| – | – | 0.14% | 82 |
|
|
2022
Q2 | $614K | Hold |
3,628
| – | – | 0.14% | 78 |
|
|
2022
Q1 | $745K | Buy |
3,628
+56
| +2% | +$11.4K | 0.16% | 70 |
|
|
2021
Q4 | $795K | Sell |
3,572
-5
| -0.1% | -$1.13K | 0.17% | 71 |
|
|
2021
Q3 | $782K | Buy |
3,577
+34
| +1% | +$7.54K | 0.18% | 71 |
|
|
2021
Q2 | $813K | Sell |
3,543
-95
| -3% | -$21.4K | 0.19% | 68 |
|
|
2021
Q1 | $804K | Sell |
3,638
-195
| -5% | -$42.6K | 0.22% | 63 |
|
|
2020
Q4 | $751K | Sell |
3,833
-90
| -2% | -$15.7K | 0.23% | 62 |
|
|
2020
Q3 | $588K | Hold |
3,923
| – | – | 0.2% | 84 |
|
|
2020
Q2 | $562K | Sell |
3,923
-280
| -7% | -$36.7K | 0.2% | 87 |
|
|
2020
Q1 | $481K | Hold |
4,203
| – | – | 0.18% | 88 |
|
|
2019
Q4 | $696K | Buy |
4,203
+238
| +6% | +$37.6K | 0.21% | 83 |
|
|
2019
Q3 | $600K | Buy |
3,965
+548
| +16% | +$83.7K | 0.19% | 86 |
|
|
2019
Q2 | $531K | Sell |
3,417
-3
| -0.1% | -$462 | 0.17% | 87 |
|
|
2019
Q1 | $524K | Buy |
3,420
+3
| +0.1% | +$451 | 0.17% | 85 |
|
|
2018
Q4 | $458K | Sell |
3,417
-125
| -4% | -$18.7K | 0.16% | 81 |
|
|
2018
Q3 | $597K | Hold |
3,542
| – | – | 0.2% | 67 |
|
|
2018
Q2 | $580K | Sell |
3,542
-10
| -0.3% | -$1.6K | 0.2% | 67 |
|
|
2018
Q1 | $539K | Buy |
3,552
+2,088
| +143% | +$322K | 0.19% | 72 |
|
|
2017
Q4 | $223K | Hold |
1,464
| – | – | 0.08% | 110 |
|
|
2017
Q3 | $217K | Buy |
+1,464
| New | +$206K | 0.08% | 107 |
|
Other funds holding IWM
American Investment Services's IWM Position: Q1 2026 in Review
American Investment Services held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,477 shares worth $614K. The position accounts for 0.14% of the portfolio, ranked #84.
American Investment Services first reported a position in IWM in Q3 2017 and has held it in 35 quarters since. The position peaked at $813K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- American Investment Services held 2,477 shares of iShares Russell 2000 ETF worth $614K as of Q1 2026.
- American Investment Services left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 0.14% of American Investment Services's portfolio in Q1 2026, its #84 holding.
- American Investment Services first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 35 quarters since.
- American Investment Services's iShares Russell 2000 ETF position peaked at $813K in Q2 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.