Bryn Mawr 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 | $2.4M | Buy |
9,676
+2,654
| +38% | +$685K | 0.12% | 140 |
|
|
2025
Q4 | $1.73M | Buy |
7,022
+562
| +9% | +$138K | 0.08% | 161 |
|
|
2025
Q3 | $1.56M | Sell |
6,460
-408
| -6% | -$93.6K | 0.08% | 170 |
|
|
2025
Q2 | $1.48M | Sell |
6,868
-960
| -12% | -$193K | 0.08% | 170 |
|
|
2025
Q1 | $1.56M | Sell |
7,828
-4,802
| -38% | -$1.04M | 0.09% | 165 |
|
|
2024
Q4 | $2.79M | Buy |
12,630
+40
| +0.3% | +$9.12K | 0.15% | 125 |
|
|
2024
Q3 | $2.78M | Sell |
12,590
-235
| -2% | -$50.3K | 0.15% | 131 |
|
|
2024
Q2 | $2.6M | Sell |
12,825
-98
| -0.8% | -$19.8K | 0.14% | 132 |
|
|
2024
Q1 | $2.72M | Sell |
12,923
-532
| -4% | -$106K | 0.15% | 128 |
|
|
2023
Q4 | $2.7M | Sell |
13,455
-7,142
| -35% | -$1.28M | 0.17% | 125 |
|
|
2023
Q3 | $3.64M | Buy |
20,597
+9,987
| +94% | +$1.87M | 0.24% | 90 |
|
|
2023
Q2 | $1.99M | Sell |
10,610
-910
| -8% | -$162K | 0.19% | 112 |
|
|
2023
Q1 | $2.06M | Buy |
11,520
+45
| +0.4% | +$8.29K | 0.21% | 106 |
|
|
2022
Q4 | $2M | Buy |
11,475
+6,142
| +115% | +$1.09M | 0.22% | 105 |
|
|
2022
Q3 | $879K | Buy |
5,333
+56
| +1% | +$10.2K | 0.31% | 71 |
|
|
2022
Q2 | $894K | Buy |
5,277
+1,293
| +32% | +$238K | 0.29% | 76 |
|
|
2022
Q1 | $818K | Sell |
3,984
-51
| -1% | -$10.4K | 0.23% | 85 |
|
|
2021
Q4 | $897K | Sell |
4,035
-46
| -1% | -$10.4K | 0.34% | 44 |
|
|
2021
Q3 | $893K | Sell |
4,081
-20
| -0.5% | -$4.43K | 0.41% | 40 |
|
|
2021
Q2 | $941K | Buy |
4,101
+192
| +5% | +$43.2K | 0.43% | 38 |
|
|
2021
Q1 | $864K | Buy |
3,909
+150
| +4% | +$32.8K | 0.42% | 37 |
|
|
2020
Q4 | $737K | Sell |
3,759
-1,159
| -24% | -$203K | 0.36% | 42 |
|
|
2020
Q3 | $737K | Buy |
4,918
+628
| +15% | +$94.5K | 0.43% | 36 |
|
|
2020
Q2 | $614K | Sell |
4,290
-2,173
| -34% | -$285K | 0.39% | 35 |
|
|
2020
Q1 | $740K | Buy |
6,463
+73
| +1% | +$10.9K | 0.5% | 28 |
|
|
2019
Q4 | $1.06M | Buy |
6,390
+81
| +1% | +$12.8K | 0.77% | 26 |
|
|
2019
Q3 | $955K | Buy |
6,309
+10
| +0.2% | +$1.53K | 0.8% | 26 |
|
|
2019
Q2 | $980K | Sell |
6,299
-227
| -3% | -$35K | 0.83% | 24 |
|
|
2019
Q1 | $999K | Buy |
6,526
+529
| +9% | +$79.5K | 0.9% | 23 |
|
|
2018
Q4 | $803K | Sell |
5,997
-543
| -8% | -$81K | 0.73% | 24 |
|
|
2018
Q3 | $1.1M | Buy |
6,540
+3,675
| +128% | +$620K | 0.93% | 19 |
|
|
2018
Q2 | $469K | Buy |
2,865
+761
| +36% | +$122K | 0.41% | 40 |
|
|
2018
Q1 | $319K | Buy |
2,104
+585
| +39% | +$90.3K | 0.29% | 52 |
|
|
2017
Q4 | $225K | Hold |
1,519
| – | – | 0.3% | 54 |
|
|
2017
Q3 | $225K | Buy |
+1,519
| New | +$214K | 0.23% | 64 |
|
Other funds holding IWM
Bryn Mawr Capital Management's IWM Position: Q1 2026 in Review
Bryn Mawr Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 38% in Q1 2026, buying an estimated $685K and bringing the position to 9,676 shares worth $2.4M. The position accounts for 0.12% of the portfolio, ranked #140.
Bryn Mawr Capital Management first reported a position in IWM in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.64M in Q3 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Bryn Mawr Capital Management held 9,676 shares of iShares Russell 2000 ETF worth $2.4M as of Q1 2026.
- Bryn Mawr Capital Management bought 2,654 iShares Russell 2000 ETF shares in Q1 2026, an estimated $685K.
- iShares Russell 2000 ETF made up 0.12% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #140 holding.
- Bryn Mawr Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 35 quarters since.
- Bryn Mawr Capital Management's iShares Russell 2000 ETF position peaked at $3.64M in Q3 2023.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.