BMM
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Berkshire Money Management’s iShares Russell 2000 ETF IWM Stock Holding History

Berkshire Money 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
Q2 		$9.32M Buy
31,009
+3,148
+11% +$885K 0.85% 21
2026
Q1 		$6.91M Buy
27,861
+20,793
+294% +$5.36M 0.71% 23
2025
Q4 		$1.74M Buy
+7,068
New +$1.74M 0.17% 36
2025
Q3 		– Sell
-5,444
Closed -$1.17M – 87
2025
Q2 		$1.17M Sell
5,444
-88,539
-94% -$17.8M 0.12% 43
2025
Q1 		$18.7M Buy
93,983
+4,947
+6% +$1.07M 2.1% 15
2024
Q4 		$19.7M Buy
89,036
+59,540
+202% +$13.6M 2.14% 14
2024
Q3 		$6.52M Buy
29,496
+1,132
+4% +$242K 0.75% 17
2024
Q2 		$5.75M Buy
28,364
+1,120
+4% +$226K 0.7% 17
2024
Q1 		$5.73M Buy
27,244
+2,069
+8% +$413K 0.69% 16
2023
Q4 		$5.05M Sell
25,175
-85,216
-77% -$15.3M 0.67% 19
2023
Q3 		$19.5M Sell
110,391
-1,772
-2% -$333K 2.96% 10
2023
Q2 		$21M Sell
112,163
-11,943
-10% -$2.13M 3.03% 11
2023
Q1 		$22.1M Buy
124,106
+22,260
+22% +$4.1M 3.36% 9
2022
Q4 		$17.8M Sell
101,846
-1,275
-1% -$227K 2.81% 10
2022
Q3 		$17M Sell
103,121
-6,538
-6% -$1.19M 2.92% 9
2022
Q2 		$18.6M Sell
109,659
-13,294
-11% -$2.45M 3.08% 8
2022
Q1 		$25.2M Sell
122,953
-954
-0.8% -$195K 3.62% 8
2021
Q4 		$27.6M Buy
123,907
+2,750
+2% +$621K 4.03% 8
2021
Q3 		$26.5M Sell
121,157
-13,788
-10% -$3.06M 4.21% 8
2021
Q2 		$31M Buy
134,945
+10,381
+8% +$2.33M 4.98% 7
2021
Q1 		$27.5M Buy
124,564
+1,051
+0.9% +$229K 4.81% 8
2020
Q4 		$24.2M Buy
123,513
+54,973
+80% +$9.62M 4.47% 7
2020
Q3 		$10.3M Buy
68,540
+1,155
+2% +$174K 2.13% 12
2020
Q2 		$9.65M Buy
67,385
+66,084
+5,079% +$8.67M 2.12% 15
2020
Q1 		$149K Sell
1,301
-129,050
-99% -$19.2M 0.04% 41
2019
Q4 		$21.6M Sell
130,351
-2,114
-2% -$334K 4.2% 10
2019
Q3 		$20M Buy
132,465
+678
+0.5% +$104K 4.14% 10
2019
Q2 		$20.5M Sell
131,787
-440
-0.3% -$67.8K 4.33% 10
2019
Q1 		$20.2M Buy
132,227
+18,682
+16% +$2.81M 4.48% 8
2018
Q4 		$15.2M Sell
113,545
-160,492
-59% -$23.9M 3.79% 9
2018
Q3 		$46.2M Buy
274,037
+14,565
+6% +$2.46M 10.2% 4
2018
Q2 		$43.7M Buy
259,472
+61,851
+31% +$9.89M 10.18% 4
2018
Q1 		$30M Sell
197,621
-46,467
-19% -$7.18M 7.49% 6
2017
Q4 		$37.2M Buy
244,088
+7,300
+3% +$1.1M 9.32% 5
2017
Q3 		$35.3M Sell
236,788
-76,845
-25% -$10.8M 9.22% 5
2017
Q2 		$44.2M Sell
313,633
-7,328
-2% -$1.01M 12.46% 3
2017
Q1 		$44.1M Buy
320,961
+6,560
+2% +$896K 13.25% 3
2016
Q4 		$42.4M Buy
314,401
+252,363
+407% +$32.2M 12.57% 3
2016
Q3 		$7.71M Buy
62,038
+10,899
+21% +$1.32M 2.37% 11
2016
Q2 		$5.88M Sell
51,139
-9,335
-15% -$1.05M 2.02% 13
2016
Q1 		$6.69M Sell
60,474
-4,000
-6% -$414K 2.04% 12
2015
Q4 		$7.26M Buy
+64,474
New +$7.44M 2.21% 12

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Berkshire Money Management's IWM Position: Q2 2026 in Review

Berkshire Money Management increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, buying an estimated $885K and bringing the position to 31,009 shares worth $9.32M. The position accounts for 0.85% of the portfolio, ranked #21.

Berkshire Money Management first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. The position peaked at $46.2M in Q3 2018. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Berkshire Money Management held 31,009 shares of iShares Russell 2000 ETF worth $9.32M as of Q2 2026.
  • Berkshire Money Management bought 3,148 iShares Russell 2000 ETF shares in Q2 2026, an estimated $885K.
  • iShares Russell 2000 ETF made up 0.85% of Berkshire Money Management's portfolio in Q2 2026, its #21 holding.
  • Berkshire Money Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
  • Berkshire Money Management's iShares Russell 2000 ETF position peaked at $46.2M in Q3 2018.
  • 938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.