Buckhead Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Buckhead Capital 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	$594K	Hold	2,396	–	–	0.22%	79
2025 Q4	$590K	Buy	2,396 +1,087	+83%	+$267K	0.21%	78
2025 Q3	$317K	Sell	1,309 -15	-1%	-$3.44K	0.12%	111
2025 Q2	$286K	Hold	1,324	–	–	0.11%	110
2025 Q1	$264K	Sell	1,324 -10	-0.7%	-$2.17K	0.08%	113
2024 Q4	$295K	Hold	1,334	–	–	0.09%	105
2024 Q3	$295K	Buy	1,334 +100	+8%	+$21.4K	0.09%	107
2024 Q2	$250K	Buy	1,234 +234	+23%	+$47.3K	0.08%	112
2024 Q1	$210K	Hold	1,000	–	–	0.07%	117
2023 Q4	$201K	Buy	+1,000	New	+$179K	0.07%	117
2022 Q2	–	Sell	-1,000	Closed	-$205K	–	134
2022 Q1	$205K	Hold	1,000	–	–	0.04%	138
2021 Q4	$222K	Hold	1,000	–	–	0.05%	139
2021 Q3	$219K	Hold	1,000	–	–	0.05%	138
2021 Q2	$229K	Hold	1,000	–	–	0.05%	137
2021 Q1	$221K	Buy	+1,000	New	+$218K	0.05%	136

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Buckhead Capital Management's IWM Position: Q1 2026 in Review

Buckhead Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,396 shares worth $594K. The position accounts for 0.22% of the portfolio, ranked #79.

Buckhead Capital Management first reported a position in IWM in Q1 2021 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Buckhead Capital Management held 2,396 shares of iShares Russell 2000 ETF worth $594K as of Q1 2026.
Buckhead Capital Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.22% of Buckhead Capital Management's portfolio in Q1 2026, its #79 holding.
Buckhead Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 15 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.