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Beese Fulmer Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Beese Fulmer Investment Management’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
Q1 		$773K Buy
3,118
+1,283
+70% +$331K 0.05% 170
2025
Q4 		$452K Hold
1,835
– – 0.03% 211
2025
Q3 		$444K Sell
1,835
-653
-26% -$150K 0.03% 202
2025
Q2 		$537K Hold
2,488
– – 0.04% 169
2025
Q1 		$496K Hold
2,488
– – 0.04% 154
2024
Q4 		$550K Sell
2,488
-2
-0.1% -$456 0.05% 143
2024
Q3 		$550K Buy
2,490
+75
+3% +$16K 0.05% 147
2024
Q2 		$490K Sell
2,415
-6
-0.2% -$1.21K 0.04% 150
2024
Q1 		$509K Sell
2,421
-13
-0.5% -$2.59K 0.05% 145
2023
Q4 		$489K Buy
2,434
+13
+0.5% +$2.33K 0.05% 150
2023
Q3 		$428K Sell
2,421
-8
-0.3% -$1.5K 0.05% 154
2023
Q2 		$455K Sell
2,429
-6
-0.2% -$1.07K 0.05% 152
2023
Q1 		$434K Hold
2,435
– – 0.05% 160
2022
Q4 		$425K Buy
2,435
+581
+31% +$103K 0.05% 164
2022
Q3 		$306K Sell
1,854
-431
-19% -$78.6K 0.04% 173
2022
Q2 		$387K Buy
2,285
+431
+23% +$79.5K 0.05% 163
2022
Q1 		$381K Buy
1,854
+42
+2% +$8.57K 0.04% 168
2021
Q4 		$403K Buy
1,812
+590
+48% +$133K 0.04% 169
2021
Q3 		$267K Buy
+1,222
New +$271K 0.03% 195
2020
Q3 		– Sell
-165
Closed -$24K – 372
2020
Q2 		$24K Buy
+165
New +$21.7K ﹤0.01% 387

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beese Fulmer Investment Management's IWM Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 70% in Q1 2026, buying an estimated $331K and bringing the position to 3,118 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #170.

Beese Fulmer Investment Management first reported a position in IWM in Q2 2020 and has held it in 20 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Beese Fulmer Investment Management held 3,118 shares of iShares Russell 2000 ETF worth $773K as of Q1 2026.
  • Beese Fulmer Investment Management bought 1,283 iShares Russell 2000 ETF shares in Q1 2026, an estimated $331K.
  • iShares Russell 2000 ETF made up 0.05% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #170 holding.
  • Beese Fulmer Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 20 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.