C.M. Bidwell & Associates’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 | $8.09M | Hold |
32,610
| – | – | 3.78% | 6 |
|
|
2025
Q4 | $8.03M | Buy |
32,610
+100
| +0.3% | +$24.6K | 3.79% | 5 |
|
|
2025
Q3 | $7.87M | Sell |
32,510
-1,055
| -3% | -$242K | 3.78% | 4 |
|
|
2025
Q2 | $7.24M | Buy |
33,565
+155
| +0.5% | +$31.2K | 3.76% | 4 |
|
|
2025
Q1 | $6.66M | Sell |
33,410
-46
| -0.1% | -$9.98K | 4.01% | 4 |
|
|
2024
Q4 | $7.39M | Buy |
33,456
+163
| +0.5% | +$37.2K | 4.49% | 3 |
|
|
2024
Q3 | $7.35M | Hold |
33,293
| – | – | 4.5% | 2 |
|
|
2024
Q2 | $6.75M | Buy |
33,293
+85
| +0.3% | +$17.2K | 4.52% | 3 |
|
|
2024
Q1 | $6.98M | Buy |
33,208
+50
| +0.2% | +$9.97K | 4.75% | 2 |
|
|
2023
Q4 | $6.66M | Buy |
33,158
+280
| +0.9% | +$50.2K | 4.93% | 2 |
|
|
2023
Q3 | $5.81M | Hold |
32,878
| – | – | 4.42% | 2 |
|
|
2023
Q2 | $6.16M | Sell |
32,878
-1,554
| -5% | -$277K | 4.5% | 2 |
|
|
2023
Q1 | $6.14M | Buy |
34,432
+115
| +0.3% | +$21.2K | 4.66% | 2 |
|
|
2022
Q4 | $5.98M | Sell |
34,317
-836
| -2% | -$149K | 4.72% | 1 |
|
|
2022
Q3 | $5.8M | Hold |
35,153
| – | – | 4.81% | 1 |
|
|
2022
Q2 | $5.95M | Sell |
35,153
-279
| -0.8% | -$51.4K | 4.71% | 1 |
|
|
2022
Q1 | $7.27M | Buy |
35,432
+176
| +0.5% | +$35.9K | 4.77% | 3 |
|
|
2021
Q4 | $7.84M | Sell |
35,256
-791
| -2% | -$179K | 4.82% | 3 |
|
|
2021
Q3 | $7.88M | Buy |
36,047
+96
| +0.3% | +$21.3K | 5.24% | 2 |
|
|
2021
Q2 | $8.25M | Buy |
35,951
+21,938
| +157% | +$4.93M | 5.4% | 2 |
|
|
2021
Q1 | $3.1M | Buy |
14,013
+1
| +0% | +$218 | 2.26% | 10 |
|
|
2020
Q4 | $2.75M | Sell |
14,012
-39
| -0.3% | -$6.83K | 2.25% | 12 |
|
|
2020
Q3 | $2.1M | Sell |
14,051
-3,378
| -19% | -$508K | 1.94% | 15 |
|
|
2020
Q2 | $2.5M | Buy |
17,429
+4
| +0% | +$525 | 2.28% | 9 |
|
|
2020
Q1 | $1.99M | Sell |
17,425
-110
| -0.6% | -$16.4K | 2.1% | 10 |
|
|
2019
Q4 | $2.9M | Buy |
17,535
+17,475
| +29,125% | +$2.76M | 2.63% | 8 |
|
|
2019
Q3 | $9K | Hold |
60
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $9K | Hold |
60
| – | – | 0.01% | 312 |
|
|
2019
Q1 | $9K | Hold |
60
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $8K | Hold |
60
| – | – | 0.01% | 308 |
|
|
2018
Q3 | $10K | Hold |
60
| – | – | 0.01% | 295 |
|
|
2018
Q2 | $10K | Hold |
60
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $9K | Hold |
60
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $9K | Buy |
+60
| New | +$9.01K | 0.01% | 307 |
|
Other funds holding IWM
C.M. Bidwell & Associates's IWM Position: Q1 2026 in Review
C.M. Bidwell & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 32,610 shares worth $8.09M. The position accounts for 3.78% of the portfolio, ranked #6.
C.M. Bidwell & Associates first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.25M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- C.M. Bidwell & Associates held 32,610 shares of iShares Russell 2000 ETF worth $8.09M as of Q1 2026.
- C.M. Bidwell & Associates left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 3.78% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #6 holding.
- C.M. Bidwell & Associates first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
- C.M. Bidwell & Associates's iShares Russell 2000 ETF position peaked at $8.25M in Q2 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.