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Appleton Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Appleton Partners’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 		$5.33M Sell
17,750
-470
-3% -$132K 0.33% 75
2026
Q1 		$4.52M Sell
18,220
-80
-0.4% -$20.6K 0.32% 79
2025
Q4 		$4.5M Sell
18,300
-232
-1% -$57K 0.3% 79
2025
Q3 		$4.48M Sell
18,532
-373
-2% -$85.6K 0.3% 77
2025
Q2 		$4.08M Sell
18,905
-480
-2% -$96.6K 0.29% 80
2025
Q1 		$3.87M Sell
19,385
-480
-2% -$104K 0.3% 82
2024
Q4 		$4.39M Sell
19,865
-1,659
-8% -$378K 0.32% 78
2024
Q3 		$4.75M Sell
21,524
-1,014
-4% -$217K 0.35% 79
2024
Q2 		$4.57M Sell
22,538
-195
-0.9% -$39.4K 0.35% 77
2024
Q1 		$4.78M Sell
22,733
-2,408
-10% -$480K 0.37% 78
2023
Q4 		$5.05M Sell
25,141
-1,348
-5% -$241K 0.41% 74
2023
Q3 		$4.68M Buy
26,489
+1,148
+5% +$216K 0.42% 73
2023
Q2 		$4.75M Sell
25,341
-968
-4% -$173K 0.4% 72
2023
Q1 		$4.69M Buy
26,309
+18
+0.1% +$3.31K 0.42% 64
2022
Q4 		$4.58M Sell
26,291
-608
-2% -$108K 0.43% 66
2022
Q3 		$4.44M Buy
26,899
+234
+0.9% +$42.7K 0.44% 65
2022
Q2 		$4.52M Sell
26,665
-376
-1% -$69.3K 0.43% 65
2022
Q1 		$5.55M Sell
27,041
-762
-3% -$155K 0.45% 61
2021
Q4 		$6.18M Buy
27,803
+147
+0.5% +$33.2K 0.47% 62
2021
Q3 		$6.05M Sell
27,656
-284
-1% -$63K 0.5% 56
2021
Q2 		$6.41M Sell
27,940
-902
-3% -$203K 0.55% 52
2021
Q1 		$6.37M Sell
28,842
-33
-0.1% -$7.21K 0.59% 48
2020
Q4 		$5.66M Sell
28,875
-404
-1% -$70.7K 0.56% 52
2020
Q3 		$4.39M Sell
29,279
-95
-0.3% -$14.3K 0.48% 53
2020
Q2 		$4.21M Sell
29,374
-3,954
-12% -$519K 0.5% 54
2020
Q1 		$3.81M Sell
33,328
-1,504
-4% -$224K 0.53% 53
2019
Q4 		$5.77M Sell
34,832
-1,783
-5% -$282K 0.63% 45
2019
Q3 		$5.54M Sell
36,615
-773
-2% -$118K 0.67% 40
2019
Q2 		$5.81M Sell
37,388
-50
-0.1% -$7.71K 0.72% 39
2019
Q1 		$5.73M Buy
37,438
+636
+2% +$95.6K 0.76% 38
2018
Q4 		$4.93M Buy
36,802
+1,749
+5% +$261K 0.74% 42
2018
Q3 		$5.91M Buy
35,053
+164
+0.5% +$27.7K 0.79% 39
2018
Q2 		$5.71M Buy
34,889
+211
+0.6% +$33.8K 0.82% 39
2018
Q1 		$5.26M Buy
34,678
+286
+0.8% +$44.2K 0.8% 39
2017
Q4 		$5.24M Buy
34,392
+769
+2% +$116K 0.81% 39
2017
Q3 		$4.98M Sell
33,623
-229
-0.7% -$32.2K 0.84% 39
2017
Q2 		$4.77M Sell
33,852
-583
-2% -$80.7K 0.8% 44
2017
Q1 		$4.73M Buy
+34,435
New +$4.7M 0.87% 36

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Appleton Partners's IWM Position: Q2 2026 in Review

Appleton Partners reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $132K and leaving 17,750 shares worth $5.33M. The position accounts for 0.33% of the portfolio, ranked #75.

Appleton Partners first reported a position in IWM in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.41M in Q2 2021. 970 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Appleton Partners held 17,750 shares of iShares Russell 2000 ETF worth $5.33M as of Q2 2026.
  • Appleton Partners sold 470 iShares Russell 2000 ETF shares in Q2 2026, an estimated $132K.
  • iShares Russell 2000 ETF made up 0.33% of Appleton Partners's portfolio in Q2 2026, its #75 holding.
  • Appleton Partners first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's iShares Russell 2000 ETF position peaked at $6.41M in Q2 2021.
  • 970 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.