Arthur M. Cohen & Associates’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
Q2 | $509K | Hold |
1,694
| – | – | 0.08% | 86 |
|
|
2026
Q1 | $423K | Hold |
1,694
| – | – | 0.08% | 88 |
|
|
2025
Q4 | $417K | Hold |
1,694
| – | – | 0.07% | 89 |
|
|
2025
Q3 | $410K | Hold |
1,694
| – | – | 0.07% | 92 |
|
|
2025
Q2 | $365K | Hold |
1,694
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $338K | Sell |
1,694
-4,164
| -71% | -$903K | 0.06% | 99 |
|
|
2024
Q4 | $1.29M | Buy |
5,858
+13
| +0.2% | +$2.96K | 0.23% | 59 |
|
|
2024
Q3 | $1.27M | Sell |
5,845
-146
| -2% | -$31.2K | 0.23% | 57 |
|
|
2024
Q2 | $1.21M | Buy |
5,991
+172
| +3% | +$34.8K | 0.22% | 55 |
|
|
2024
Q1 | $1.22M | Buy |
5,819
+10
| +0.2% | +$2K | 0.26% | 52 |
|
|
2023
Q4 | $1.17M | Sell |
5,809
-327
| -5% | -$58.6K | 0.27% | 54 |
|
|
2023
Q3 | $1.08M | Hold |
6,136
| – | – | 0.28% | 54 |
|
|
2023
Q2 | $1.15M | Buy |
6,136
+5,216
| +567% | +$930K | 0.29% | 53 |
|
|
2023
Q1 | $207K | Sell |
920
-5,187
| -85% | -$955K | 0.06% | 122 |
|
|
2022
Q4 | $1.06M | Sell |
6,107
-1,552
| -20% | -$276K | 0.29% | 52 |
|
|
2022
Q3 | $1.26M | Sell |
7,659
-498
| -6% | -$90.8K | 0.35% | 39 |
|
|
2022
Q2 | $1.38M | Buy |
8,157
+19
| +0.2% | +$3.5K | 0.34% | 42 |
|
|
2022
Q1 | $1.67M | Buy |
8,138
+12
| +0.1% | +$2.45K | 0.35% | 43 |
|
|
2021
Q4 | $1.81M | Sell |
8,126
-18
| -0.2% | -$4.07K | 0.34% | 45 |
|
|
2021
Q3 | $1.78M | Buy |
8,144
+19
| +0.2% | +$4.21K | 0.36% | 42 |
|
|
2021
Q2 | $1.86M | Buy |
8,125
+460
| +6% | +$103K | 0.36% | 44 |
|
|
2021
Q1 | $1.69M | Buy |
7,665
+12
| +0.2% | +$2.62K | 0.39% | 44 |
|
|
2020
Q4 | $1.5M | Buy |
7,653
+19
| +0.2% | +$3.33K | 0.35% | 46 |
|
|
2020
Q3 | $1.14M | Sell |
7,634
-3,170
| -29% | -$477K | 0.3% | 53 |
|
|
2020
Q2 | $1.55M | Sell |
10,804
-723
| -6% | -$94.9K | 0.47% | 34 |
|
|
2020
Q1 | $1.23M | Sell |
11,527
-1,822
| -14% | -$272K | 0.49% | 33 |
|
|
2019
Q4 | $2.21M | Buy |
13,349
+38
| +0.3% | +$6K | 0.68% | 27 |
|
|
2019
Q3 | $2.01M | Sell |
13,311
-93
| -0.7% | -$14.2K | 0.57% | 26 |
|
|
2019
Q2 | $2.08M | Sell |
13,404
-220
| -2% | -$33.9K | 0.71% | 25 |
|
|
2019
Q1 | $2.09M | Buy |
13,624
+1,240
| +10% | +$186K | 0.74% | 23 |
|
|
2018
Q4 | $1.66M | Sell |
12,384
-1,339
| -10% | -$200K | 0.53% | 27 |
|
|
2018
Q3 | $2.31M | Buy |
13,723
+64
| +0.5% | +$10.8K | 0.7% | 28 |
|
|
2018
Q2 | $2.24M | Buy |
13,659
+60
| +0.4% | +$9.6K | 0.84% | 24 |
|
|
2018
Q1 | $2.01M | Buy |
13,599
+1,215
| +10% | +$188K | 0.76% | 28 |
|
|
2017
Q4 | $1.66M | Buy |
+12,384
| New | +$1.86M | 0.45% | 25 |
|
|
2017
Q2 | $2.14M | Buy |
15,048
+80
| +0.5% | +$11.1K | 0.84% | 33 |
|
|
2017
Q1 | $2.06M | Buy |
14,968
+100
| +0.7% | +$13.7K | 0.92% | 30 |
|
|
2016
Q4 | $2M | Buy |
+14,868
| New | +$1.9M | 1.06% | 28 |
|
|
2014
Q3 | $2.17M | Buy |
+14,652
| New | +$1.68M | 1.01% | 29 |
|
Other funds holding IWM
Arthur M. Cohen & Associates's IWM Position: Q2 2026 in Review
Arthur M. Cohen & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,694 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #86.
Arthur M. Cohen & Associates first reported a position in IWM in Q3 2014 and has held it in 39 quarters since. The position peaked at $2.31M in Q3 2018. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Arthur M. Cohen & Associates held 1,694 shares of iShares Russell 2000 ETF worth $509K as of Q2 2026.
- Arthur M. Cohen & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
- iShares Russell 2000 ETF made up 0.08% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #86 holding.
- Arthur M. Cohen & Associates first reported a position in iShares Russell 2000 ETF in Q3 2014 and has held it in 39 quarters since.
- Arthur M. Cohen & Associates's iShares Russell 2000 ETF position peaked at $2.31M in Q3 2018.
- 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.