Bluefin 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 | – | Sell |
-5,100
| Closed | -$1.32M | – | 171 |
|
|
2025
Q4 | $1.26M | Buy |
+5,100
| New | +$1.25M | 0.31% | 45 |
|
|
2025
Q3 | – | Sell |
-4,751
| Closed | -$1.09M | – | 125 |
|
|
2025
Q2 | $1.03M | Sell |
4,751
-46,310
| -91% | -$9.32M | 0.77% | 27 |
|
|
2025
Q1 | $10.2M | Buy |
+51,061
| New | +$11.1M | 7.35% | 2 |
|
|
2024
Q1 | – | Sell |
-140,300
| Closed | -$28.6M | – | 217 |
|
|
2023
Q4 | $28.6M | Buy |
+140,300
| New | +$25.1M | 2.48% | 12 |
|
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$267K | – | 583 |
|
|
2022
Q3 | $247K | Sell |
1,500
-200
| -12% | -$36.5K | 0.02% | 255 |
|
|
2022
Q2 | $290K | Sell |
1,700
-50
| -3% | -$9.22K | 0.03% | 240 |
|
|
2022
Q1 | $359K | Sell |
1,750
-5,000
| -74% | -$1.02M | 0.03% | 241 |
|
|
2021
Q4 | $1.5M | Buy |
6,750
+1,450
| +27% | +$328K | 0.1% | 157 |
|
|
2021
Q3 | $1.16M | Buy |
+5,300
| New | +$1.17M | 0.11% | 136 |
|
|
2021
Q2 | – | Sell |
-1,849
| Closed | -$409K | – | 774 |
|
|
2021
Q1 | $409K | Sell |
1,849
-53,035
| -97% | -$11.6M | 0.02% | 333 |
|
|
2020
Q4 | $10.8M | Buy |
+54,884
| New | +$9.6M | 0.63% | 26 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 23 |
|
|
2019
Q4 | – | Sell |
-6,500
| Closed | -$984K | – | 670 |
|
|
2019
Q3 | $984K | Buy |
6,500
+2,250
| +53% | +$344K | 0.14% | 113 |
|
|
2019
Q2 | $661K | Sell |
4,250
-28,880
| -87% | -$4.45M | 0.09% | 119 |
|
|
2019
Q1 | $5.07M | Buy |
33,130
+29,030
| +708% | +$4.36M | 0.73% | 25 |
|
|
2018
Q4 | $549K | Sell |
4,100
-8,400
| -67% | -$1.25M | 0.06% | 154 |
|
|
2018
Q3 | $2.11M | Buy |
+12,500
| New | +$2.11M | 0.2% | 102 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$366K | – | 512 |
|
|
2017
Q4 | $366K | Sell |
2,400
-2,250
| -48% | -$338K | 0.02% | 273 |
|
|
2017
Q3 | $689K | Buy |
+4,650
| New | +$654K | 0.08% | 180 |
|
|
2017
Q1 | – | Sell |
-32,400
| Closed | -$4.37M | – | 558 |
|
|
2016
Q4 | $4.37M | Buy |
+32,400
| New | +$4.14M | 0.27% | 41 |
|
|
2016
Q2 | – | Sell |
-8,440
| Closed | -$952K | – | 568 |
|
|
2016
Q1 | $934K | Sell |
8,440
-41,802
| -83% | -$4.33M | 0.09% | 127 |
|
|
2015
Q4 | $5.65M | Buy |
50,242
+40,797
| +432% | +$4.71M | 0.45% | 64 |
|
|
2015
Q3 | $1.03M | Buy |
9,445
+6,632
| +236% | +$786K | 0.06% | 190 |
|
|
2015
Q2 | $351K | Buy |
2,813
+400
| +17% | +$50K | 0.02% | 333 |
|
|
2015
Q1 | $300K | Sell |
2,413
-19,513
| -89% | -$2.35M | 0.03% | 333 |
|
|
2014
Q4 | $2.62M | Sell |
21,926
-135,302
| -86% | -$15.5M | 0.16% | 147 |
|
|
2014
Q3 | $17.2M | Buy |
157,228
+127,128
| +422% | +$14.5M | 0.94% | 15 |
|
|
2014
Q2 | $3.5M | Buy |
30,100
+18,900
| +169% | +$2.15M | 0.15% | 116 |
|
|
2014
Q1 | $1.3M | Buy |
+11,200
| New | +$1.29M | 0.08% | 185 |
|
Other funds holding IWM
Bluefin Capital Management's IWM Position: Q1 2026 in Review
Bluefin Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 5,100 shares — an estimated $1.32M sold.
Bluefin Capital Management first reported a position in IWM in Q1 2014 and held it in 28 quarters. The position peaked at $28.6M in Q4 2023. 2,571 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Bluefin Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
- Bluefin Capital Management sold 5,100 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.32M.
- Bluefin Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 28 quarters.
- Bluefin Capital Management's iShares Russell 2000 ETF position peaked at $28.6M in Q4 2023.
- 2,571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.