AUA Capital Management’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 | $5.19M | Buy |
20,929
+776
| +4% | +$200K | 2.65% | 8 |
|
|
2025
Q4 | $4.96M | Hold |
20,153
| – | – | 2.49% | 8 |
|
|
2025
Q3 | $4.88M | Sell |
20,153
-22
| -0.1% | -$5.05K | 2.74% | 7 |
|
|
2025
Q2 | $4.35M | Sell |
20,175
-41
| -0.2% | -$8.25K | 2.6% | 7 |
|
|
2025
Q1 | $4.03M | Buy |
20,216
+2,920
| +17% | +$633K | 2.62% | 9 |
|
|
2024
Q4 | $3.82M | Hold |
17,296
| – | – | 2.45% | 9 |
|
|
2024
Q3 | $3.82M | Sell |
17,296
-64
| -0.4% | -$13.7K | 2.21% | 10 |
|
|
2024
Q2 | $3.52M | Sell |
17,360
-426
| -2% | -$86.1K | 2.12% | 11 |
|
|
2024
Q1 | $3.74M | Sell |
17,786
-807
| -4% | -$161K | 2.16% | 11 |
|
|
2023
Q4 | $3.73M | Buy |
18,593
+2,237
| +14% | +$401K | 2.32% | 9 |
|
|
2023
Q3 | $2.89M | Sell |
16,356
-645
| -4% | -$121K | 2.09% | 10 |
|
|
2023
Q2 | $3.18M | Sell |
17,001
-161
| -0.9% | -$28.7K | 2.19% | 10 |
|
|
2023
Q1 | $3.06M | Sell |
17,162
-1,592
| -8% | -$293K | 2.07% | 10 |
|
|
2022
Q4 | $3.27M | Buy |
18,754
+140
| +0.8% | +$24.9K | 2.22% | 9 |
|
|
2022
Q3 | $3.07M | Sell |
18,614
-1,406
| -7% | -$256K | 2.03% | 9 |
|
|
2022
Q2 | $3.39M | Buy |
20,020
+1,156
| +6% | +$213K | 1.97% | 9 |
|
|
2022
Q1 | $3.87M | Buy |
18,864
+852
| +5% | +$174K | 2.08% | 8 |
|
|
2021
Q4 | $4.01M | Buy |
18,012
+332
| +2% | +$75K | 2.35% | 8 |
|
|
2021
Q3 | $3.87M | Sell |
17,680
-14
| -0.1% | -$3.1K | 2.45% | 8 |
|
|
2021
Q2 | $4.06M | Sell |
17,694
-19
| -0.1% | -$4.27K | 2.51% | 8 |
|
|
2021
Q1 | $3.91M | Buy |
17,713
+2,143
| +14% | +$468K | 2.57% | 8 |
|
|
2020
Q4 | $3.05M | Buy |
15,570
+155
| +1% | +$27.1K | 2.18% | 10 |
|
|
2020
Q3 | $2.31M | Buy |
15,415
+2,571
| +20% | +$387K | 1.92% | 11 |
|
|
2020
Q2 | $1.84M | Sell |
12,844
-3,733
| -23% | -$490K | 1.84% | 11 |
|
|
2020
Q1 | $1.9M | Buy |
16,577
+1,032
| +7% | +$154K | 1.8% | 11 |
|
|
2019
Q4 | $2.58M | Hold |
15,545
| – | – | 2.12% | 8 |
|
|
2019
Q3 | $2.35M | Hold |
15,545
| – | – | 1.89% | 10 |
|
|
2019
Q2 | $2.42M | Hold |
15,545
| – | – | 1.94% | 10 |
|
|
2019
Q1 | $2.38M | Hold |
15,545
| – | – | 1.98% | 9 |
|
|
2018
Q4 | $2.08M | Sell |
15,545
-319
| -2% | -$47.6K | 1.9% | 10 |
|
|
2018
Q3 | $2.67M | Buy |
15,864
+3,816
| +32% | +$644K | 2.11% | 9 |
|
|
2018
Q2 | $1.97M | Buy |
12,048
+4,768
| +65% | +$763K | 1.72% | 10 |
|
|
2018
Q1 | $1.1M | Sell |
7,280
-2,342
| -24% | -$362K | 0.94% | 20 |
|
|
2017
Q4 | $1.47M | Hold |
9,622
| – | – | 1.32% | 17 |
|
|
2017
Q3 | $1.43M | Hold |
9,622
| – | – | 1.31% | 18 |
|
|
2017
Q2 | $1.36M | Sell |
9,622
-183
| -2% | -$25.3K | 1.22% | 19 |
|
|
2017
Q1 | $1.35M | Buy |
9,805
+94
| +1% | +$12.8K | 1.35% | 18 |
|
|
2016
Q4 | $1.31M | Buy |
+9,711
| New | +$1.24M | 1.25% | 11 |
|
Other funds holding IWM
AUA Capital Management's IWM Position: Q1 2026 in Review
AUA Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, buying an estimated $200K and bringing the position to 20,929 shares worth $5.19M. The position accounts for 2.65% of the portfolio, ranked #8.
AUA Capital Management first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- AUA Capital Management held 20,929 shares of iShares Russell 2000 ETF worth $5.19M as of Q1 2026.
- AUA Capital Management bought 776 iShares Russell 2000 ETF shares in Q1 2026, an estimated $200K.
- iShares Russell 2000 ETF made up 2.65% of AUA Capital Management's portfolio in Q1 2026, its #8 holding.
- AUA Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.