Chartist Inc’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 | $1.23M | Buy |
4,965
+75
| +2% | +$19.3K | 0.88% | 6 |
|
|
2025
Q4 | $1.2M | Buy |
4,890
+200
| +4% | +$49.2K | 0.82% | 6 |
|
|
2025
Q3 | $1.13M | Buy |
+4,690
| New | +$1.08M | 0.77% | 7 |
|
|
2024
Q4 | $5.63M | Sell |
25,483
-249
| -1% | -$56.8K | 2.92% | 6 |
|
|
2024
Q3 | $5.68M | Sell |
25,732
-412
| -2% | -$88.2K | 2.92% | 6 |
|
|
2024
Q2 | $5.3M | Sell |
26,144
-202
| -0.8% | -$40.8K | 2.75% | 6 |
|
|
2024
Q1 | $5.54M | Sell |
26,346
-205
| -0.8% | -$40.9K | 2.84% | 6 |
|
|
2023
Q4 | $5.33M | Sell |
26,551
-606
| -2% | -$109K | 2.9% | 6 |
|
|
2023
Q3 | $4.8M | Sell |
27,157
-2,098
| -7% | -$394K | 2.85% | 6 |
|
|
2023
Q2 | $5.48M | Sell |
29,255
-27,775
| -49% | -$4.95M | 2.9% | 6 |
|
|
2023
Q1 | $9.66M | Buy |
+57,030
| New | +$10.5M | 9.57% | 5 |
|
|
2022
Q2 | $9.66M | Sell |
57,030
-2,576
| -4% | -$475K | 5.74% | 6 |
|
|
2022
Q1 | $12.2M | Sell |
59,606
-1,118
| -2% | -$228K | 5.72% | 6 |
|
|
2021
Q4 | $13.5M | Buy |
60,724
+3,647
| +6% | +$824K | 5.81% | 6 |
|
|
2021
Q3 | $12.5M | Sell |
57,077
-1,239
| -2% | -$275K | 5.93% | 5 |
|
|
2021
Q2 | $13.4M | Buy |
58,316
+226
| +0.4% | +$50.8K | 6.17% | 5 |
|
|
2021
Q1 | $12.8M | Sell |
58,090
-1,508
| -3% | -$329K | 6.55% | 5 |
|
|
2020
Q4 | $11.7M | Sell |
59,598
-3,390
| -5% | -$593K | 6.1% | 5 |
|
|
2020
Q3 | $9.43M | Buy |
+62,988
| New | +$9.48M | 5.3% | 5 |
|
|
2019
Q4 | $32.3M | Sell |
194,705
-3,125
| -2% | -$494K | 19.68% | 2 |
|
|
2019
Q3 | $29.9M | Sell |
197,830
-6,553
| -3% | -$1M | 19.29% | 2 |
|
|
2019
Q2 | $31.8M | Sell |
204,383
-13,006
| -6% | -$2M | 20.13% | 2 |
|
|
2019
Q1 | $33.3M | Buy |
217,389
+209,382
| +2,615% | +$31.5M | 27.94% | 1 |
|
|
2018
Q4 | $1.07M | Sell |
8,007
-175,223
| -96% | -$26.1M | 2.07% | 3 |
|
|
2018
Q3 | $30.9M | Sell |
183,230
-4,809
| -3% | -$812K | 13.59% | 4 |
|
|
2018
Q2 | $30.8M | Buy |
188,039
+43
| +0% | +$6.88K | 13.94% | 4 |
|
|
2018
Q1 | $28.5M | Sell |
187,996
-8,829
| -4% | -$1.36M | 13.35% | 4 |
|
|
2017
Q4 | $30M | Sell |
196,825
-4,411
| -2% | -$663K | 13.28% | 4 |
|
|
2017
Q3 | $29.8M | Sell |
201,236
-1,014
| -0.5% | -$143K | 14.03% | 4 |
|
|
2017
Q2 | $28.5M | Sell |
202,250
-3,027
| -1% | -$419K | 13.89% | 4 |
|
|
2017
Q1 | $28.2M | Buy |
205,277
+915
| +0.4% | +$125K | 13.77% | 4 |
|
|
2016
Q4 | $27.6M | Sell |
204,362
-4,947
| -2% | -$632K | 14.06% | 4 |
|
|
2016
Q3 | $26M | Sell |
209,309
-6,168
| -3% | -$750K | 13.63% | 4 |
|
|
2016
Q2 | $24.8M | Buy |
+215,477
| New | +$24.3M | 13.24% | 4 |
|
|
2015
Q4 | $32.1M | Buy |
284,942
+270,397
| +1,859% | +$31.2M | 15.9% | 5 |
|
|
2015
Q3 | $1.57M | Sell |
14,545
-61,483
| -81% | -$7.29M | 9.61% | 3 |
|
|
2015
Q2 | $9.54M | Sell |
76,028
-105
| -0.1% | -$13.1K | 4.6% | 4 |
|
|
2015
Q1 | $9.55M | Sell |
76,133
-1,904
| -2% | -$230K | 4.53% | 4 |
|
|
2014
Q4 | $9.25M | Sell |
78,037
-2,379
| -3% | -$272K | 4.32% | 4 |
|
|
2014
Q3 | $8.66M | Sell |
80,416
-707
| -0.9% | -$80.9K | 4.53% | 4 |
|
|
2014
Q2 | $9.44M | Sell |
81,123
-1,117
| -1% | -$127K | 4.61% | 3 |
|
|
2014
Q1 | $9.29M | Sell |
82,240
-677
| -0.8% | -$78.1K | 4.96% | 3 |
|
|
2013
Q4 | $9.5M | Sell |
82,917
-447
| -0.5% | -$49.4K | 4.93% | 3 |
|
|
2013
Q3 | $8.96M | Sell |
83,364
-65,405
| -44% | -$6.77M | 5.15% | 3 |
|
|
2013
Q2 | $12.6M | Buy |
+148,769
| New | +$14.2M | 7.31% | 3 |
|
Other funds holding IWM
Chartist Inc's IWM Position: Q1 2026 in Review
Chartist Inc increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $19.3K and bringing the position to 4,965 shares worth $1.23M. The position accounts for 0.88% of the portfolio, ranked #6.
Chartist Inc first reported a position in IWM in Q2 2013 and has held it in 45 quarters since. The position peaked at $33.3M in Q1 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Chartist Inc held 4,965 shares of iShares Russell 2000 ETF worth $1.23M as of Q1 2026.
- Chartist Inc bought 75 iShares Russell 2000 ETF shares in Q1 2026, an estimated $19.3K.
- iShares Russell 2000 ETF made up 0.88% of Chartist Inc's portfolio in Q1 2026, its #6 holding.
- Chartist Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 45 quarters since.
- Chartist Inc's iShares Russell 2000 ETF position peaked at $33.3M in Q1 2019.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Chartist Inc's 13F filing for Q1 2026, filed 14 May 2026.