Bartlett & Co Wealth 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 | $8.24M | Sell |
29,647
-738
| -2% | -$190K | 0.11% | 113 |
|
|
2025
Q4 | $7.48M | Sell |
30,385
-1,128
| -4% | -$277K | 0.1% | 117 |
|
|
2025
Q3 | $7.62M | Sell |
31,513
-452
| -1% | -$104K | 0.1% | 119 |
|
|
2025
Q2 | $6.9M | Sell |
31,965
-144
| -0.4% | -$29K | 0.1% | 117 |
|
|
2025
Q1 | $6.41M | Buy |
32,109
+4,829
| +18% | +$1.05M | 0.09% | 124 |
|
|
2024
Q4 | $6.03M | Sell |
27,280
-776
| -3% | -$177K | 0.09% | 126 |
|
|
2024
Q3 | $6.2M | Buy |
28,056
+245
| +0.9% | +$52.4K | 0.09% | 125 |
|
|
2024
Q2 | $5.64M | Sell |
27,811
-350
| -1% | -$70.7K | 0.09% | 129 |
|
|
2024
Q1 | $5.92M | Sell |
28,161
-375
| -1% | -$74.8K | 0.09% | 128 |
|
|
2023
Q4 | $5.82M | Buy |
28,536
+1,956
| +7% | +$350K | 0.09% | 131 |
|
|
2023
Q3 | $4.72M | Buy |
26,580
+8,726
| +49% | +$1.64M | 0.08% | 136 |
|
|
2023
Q2 | $3.34M | Sell |
17,854
-4
| -0% | -$713 | 0.06% | 156 |
|
|
2023
Q1 | $3.19M | Sell |
17,858
-440
| -2% | -$81K | 0.06% | 145 |
|
|
2022
Q4 | $3.19M | Buy |
18,298
+500
| +3% | +$88.9K | 0.06% | 148 |
|
|
2022
Q3 | $2.94M | Hold |
17,798
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $3.01M | Buy |
17,798
+64
| +0.4% | +$11.8K | 0.06% | 147 |
|
|
2022
Q1 | $3.64M | Sell |
17,734
-214
| -1% | -$43.7K | 0.06% | 145 |
|
|
2021
Q4 | $3.99M | Sell |
17,948
-514
| -3% | -$116K | 0.07% | 142 |
|
|
2021
Q3 | $4.04M | Sell |
18,462
-1,835
| -9% | -$407K | 0.08% | 132 |
|
|
2021
Q2 | $4.66M | Sell |
20,297
-2,097
| -9% | -$471K | 0.09% | 130 |
|
|
2021
Q1 | $4.95M | Sell |
22,394
-597
| -3% | -$130K | 0.1% | 127 |
|
|
2020
Q4 | $4.51M | Sell |
22,991
-1,677
| -7% | -$293K | 0.1% | 129 |
|
|
2020
Q3 | $3.7M | Buy |
24,668
+1,532
| +7% | +$230K | 0.09% | 135 |
|
|
2020
Q2 | $3.31M | Buy |
23,136
+914
| +4% | +$120K | 0.09% | 138 |
|
|
2020
Q1 | $2.54M | Buy |
22,222
+229
| +1% | +$34.1K | 0.08% | 145 |
|
|
2019
Q4 | $3.64M | Buy |
21,993
+77
| +0.4% | +$12.2K | 0.09% | 134 |
|
|
2019
Q3 | $3.32M | Buy |
21,916
+6,290
| +40% | +$960K | 0.09% | 135 |
|
|
2019
Q2 | $2.43M | Sell |
15,626
-828
| -5% | -$128K | 0.09% | 121 |
|
|
2019
Q1 | $2.52M | Buy |
16,454
+92
| +0.6% | +$13.8K | 0.1% | 116 |
|
|
2018
Q4 | $2.19M | Buy |
16,362
+750
| +5% | +$112K | 0.09% | 119 |
|
|
2018
Q3 | $2.64M | Sell |
15,612
-1,329
| -8% | -$224K | 0.1% | 111 |
|
|
2018
Q2 | $2.77M | Sell |
16,941
-1,364
| -7% | -$218K | 0.11% | 106 |
|
|
2018
Q1 | $2.78M | Buy |
+18,305
| New | +$2.83M | 0.11% | 106 |
|
Other funds holding IWM
Bartlett & Co Wealth Management's IWM Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2026, selling an estimated $190K and leaving 29,647 shares worth $8.24M. The position accounts for 0.11% of the portfolio, ranked #113.
Bartlett & Co Wealth Management first reported a position in IWM in Q1 2018 and has held it in 33 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Bartlett & Co Wealth Management held 29,647 shares of iShares Russell 2000 ETF worth $8.24M as of Q1 2026.
- Bartlett & Co Wealth Management sold 738 iShares Russell 2000 ETF shares in Q1 2026, an estimated $190K.
- iShares Russell 2000 ETF made up 0.11% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #113 holding.
- Bartlett & Co Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 33 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.