Arax Advisory Partners’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 | $8.14M | Buy |
32,814
+24,803
| +310% | +$6.4M | 0.23% | 91 |
|
|
2025
Q4 | $1.97M | Buy |
+8,011
| New | +$1.97M | 0.06% | 236 |
|
|
2025
Q3 | – | Sell |
-2,355
| Closed | -$1.27M | – | 3973 |
|
|
2025
Q2 | $1.27M | Sell |
2,355
-866
| -27% | -$174K | 0.06% | 214 |
|
|
2025
Q1 | $642K | Buy |
3,221
+360
| +13% | +$78.1K | 0.04% | 254 |
|
|
2024
Q4 | $632K | Buy |
2,861
+2,079
| +266% | +$474K | 0.04% | 241 |
|
|
2024
Q3 | $173K | Buy |
782
+184
| +31% | +$39.4K | 0.02% | 377 |
|
|
2024
Q2 | $121K | Buy |
598
+122
| +26% | +$24.7K | 0.01% | 439 |
|
|
2024
Q1 | $100K | Sell |
476
-6
| -1% | -$1.2K | 0.01% | 389 |
|
|
2023
Q4 | $96.8K | Sell |
482
-47
| -9% | -$8.42K | 0.01% | 384 |
|
|
2023
Q3 | $93.5K | Sell |
529
-8
| -1% | -$1.5K | 0.01% | 358 |
|
|
2023
Q2 | $101K | Sell |
537
-32
| -6% | -$5.71K | 0.01% | 345 |
|
|
2023
Q1 | $102K | Buy |
569
+42
| +8% | +$7.73K | 0.01% | 345 |
|
|
2022
Q4 | $91.9K | Sell |
527
-306
| -37% | -$54.4K | 0.01% | 347 |
|
|
2022
Q3 | $137K | Sell |
833
-617
| -43% | -$113K | 0.02% | 266 |
|
|
2022
Q2 | $246K | Buy |
1,450
+604
| +71% | +$111K | 0.04% | 193 |
|
|
2022
Q1 | $174K | Buy |
846
+290
| +52% | +$59.2K | 0.02% | 261 |
|
|
2021
Q4 | $124K | Hold |
556
| – | – | 0.02% | 306 |
|
|
2021
Q3 | $122K | Sell |
556
-288
| -34% | -$63.8K | 0.02% | 295 |
|
|
2021
Q2 | $194K | Buy |
+844
| New | +$190K | 0.03% | 236 |
|
|
2020
Q4 | $259K | Sell |
1,320
-156
| -11% | -$27.3K | 0.04% | 170 |
|
|
2020
Q3 | $221K | Sell |
1,476
-652
| -31% | -$98.1K | 0.04% | 175 |
|
|
2020
Q2 | $305K | Buy |
2,128
+244
| +13% | +$32K | 0.05% | 110 |
|
|
2020
Q1 | $216K | Buy |
1,884
+683
| +57% | +$102K | 0.05% | 136 |
|
|
2019
Q4 | $199K | Buy |
1,201
+41
| +4% | +$6.48K | 0.06% | 155 |
|
|
2019
Q3 | $176K | Sell |
1,160
-30
| -3% | -$4.58K | 0.05% | 170 |
|
|
2019
Q2 | $185K | Buy |
+1,190
| New | +$183K | 0.06% | 154 |
|
|
2018
Q4 | $76K | Buy |
570
+148
| +35% | +$22.1K | 0.03% | 218 |
|
|
2018
Q3 | $71K | Sell |
422
-118
| -22% | -$19.9K | 0.03% | 246 |
|
|
2018
Q2 | $88K | Sell |
540
-106
| -16% | -$17K | 0.04% | 177 |
|
|
2018
Q1 | $98K | Buy |
646
+107
| +20% | +$16.5K | 0.05% | 136 |
|
|
2017
Q4 | $82K | Buy |
539
+55
| +11% | +$8.26K | 0.04% | 168 |
|
|
2017
Q3 | $71K | Buy |
484
+1
| +0.2% | +$141 | 0.03% | 177 |
|
|
2017
Q2 | $68K | Sell |
483
-164
| -25% | -$22.7K | 0.03% | 194 |
|
|
2017
Q1 | $88K | Buy |
647
+418
| +183% | +$57.1K | 0.04% | 140 |
|
|
2016
Q4 | $31K | Buy |
+229
| New | +$29.3K | 0.02% | 216 |
|
Other funds holding IWM
Arax Advisory Partners's IWM Position: Q1 2026 in Review
Arax Advisory Partners increased its iShares Russell 2000 ETF (IWM) stake by 310% in Q1 2026, buying an estimated $6.4M and bringing the position to 32,814 shares worth $8.14M. The position accounts for 0.23% of the portfolio, ranked #91.
Arax Advisory Partners first reported a position in IWM in Q4 2016 and has held it in 35 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Arax Advisory Partners held 32,814 shares of iShares Russell 2000 ETF worth $8.14M as of Q1 2026.
- Arax Advisory Partners bought 24,803 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.4M.
- iShares Russell 2000 ETF made up 0.23% of Arax Advisory Partners's portfolio in Q1 2026, its #91 holding.
- Arax Advisory Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 35 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.