Cahill Financial Advisors’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 | $3.1M | Sell |
12,485
-67
| -0.5% | -$17.3K | 0.34% | 54 |
|
|
2025
Q4 | $3.09M | Buy |
12,552
+50
| +0.4% | +$12.3K | 0.34% | 52 |
|
|
2025
Q3 | $3.03M | Buy |
12,502
+201
| +2% | +$46.1K | 0.34% | 49 |
|
|
2025
Q2 | $2.65M | Buy |
12,301
+27
| +0.2% | +$5.43K | 0.33% | 50 |
|
|
2025
Q1 | $2.45M | Sell |
12,274
-117
| -0.9% | -$25.4K | 0.33% | 50 |
|
|
2024
Q4 | $2.74M | Buy |
12,391
+3,457
| +39% | +$788K | 0.37% | 47 |
|
|
2024
Q3 | $1.97M | Buy |
8,934
+1
| +0% | +$214 | 0.27% | 69 |
|
|
2024
Q2 | $1.81M | Buy |
8,933
+1
| +0% | +$202 | 0.25% | 80 |
|
|
2024
Q1 | $1.88M | Sell |
8,932
-1,215
| -12% | -$242K | 0.26% | 75 |
|
|
2023
Q4 | $2.04M | Buy |
10,147
+1,058
| +12% | +$190K | 0.3% | 67 |
|
|
2023
Q3 | $1.61M | Buy |
9,089
+184
| +2% | +$34.5K | 0.27% | 78 |
|
|
2023
Q2 | $1.67M | Buy |
8,905
+1
| +0% | +$178 | 0.27% | 79 |
|
|
2023
Q1 | $1.59M | Buy |
8,904
+2
| +0% | +$368 | 0.28% | 79 |
|
|
2022
Q4 | $1.55M | Buy |
8,902
+383
| +4% | +$68.1K | 0.3% | 77 |
|
|
2022
Q3 | $1.41M | Buy |
8,519
+6,755
| +383% | +$1.23M | 0.3% | 79 |
|
|
2022
Q2 | $299K | Buy |
1,764
+1
| +0.1% | +$184 | 0.06% | 179 |
|
|
2022
Q1 | $362K | Buy |
1,763
+1
| +0.1% | +$204 | 0.07% | 174 |
|
|
2021
Q4 | $392K | Sell |
1,762
-156
| -8% | -$35.3K | 0.08% | 174 |
|
|
2021
Q3 | $420K | Buy |
1,918
+6
| +0.3% | +$1.33K | 0.09% | 163 |
|
|
2021
Q2 | $439K | Sell |
1,912
-95
| -5% | -$21.4K | 0.1% | 154 |
|
|
2021
Q1 | $443K | Buy |
2,007
+3
| +0.1% | +$655 | 0.11% | 145 |
|
|
2020
Q4 | $393K | Buy |
+2,004
| New | +$351K | 0.1% | 144 |
|
|
2020
Q2 | – | Sell |
-1,774
| Closed | -$204K | – | 165 |
|
|
2020
Q1 | $204K | Sell |
1,774
-57
| -3% | -$8.5K | 0.09% | 141 |
|
|
2019
Q4 | $304K | Buy |
1,831
+6
| +0.3% | +$948 | 0.11% | 134 |
|
|
2019
Q3 | $277K | Buy |
1,825
+6
| +0.3% | +$916 | 0.11% | 135 |
|
|
2019
Q2 | $283K | Buy |
1,819
+6
| +0.3% | +$925 | 0.11% | 131 |
|
|
2019
Q1 | $278K | Buy |
1,813
+4
| +0.2% | +$601 | 0.12% | 129 |
|
|
2018
Q4 | $243K | Buy |
+1,809
| New | +$270K | 0.12% | 133 |
|
|
2018
Q3 | – | Sell |
-3,139
| Closed | -$515K | – | 157 |
|
|
2018
Q2 | $515K | Hold |
3,139
| – | – | 0.24% | 97 |
|
|
2018
Q1 | $477K | Buy |
+3,139
| New | +$485K | 0.23% | 102 |
|
Other funds holding IWM
Cahill Financial Advisors's IWM Position: Q1 2026 in Review
Cahill Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.53% in Q1 2026, selling an estimated $17.3K and leaving 12,485 shares worth $3.1M. The position accounts for 0.34% of the portfolio, ranked #54.
Cahill Financial Advisors first reported a position in IWM in Q1 2018 and has held it in 30 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Cahill Financial Advisors held 12,485 shares of iShares Russell 2000 ETF worth $3.1M as of Q1 2026.
- Cahill Financial Advisors sold 67 iShares Russell 2000 ETF shares in Q1 2026, an estimated $17.3K.
- iShares Russell 2000 ETF made up 0.34% of Cahill Financial Advisors's portfolio in Q1 2026, its #54 holding.
- Cahill Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 30 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.