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Chatham Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Chatham Capital Group’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
Q2 		$2.81M Buy
9,344
+1,501
+19% +$422K 0.36% 77
2026
Q1 		$1.94M Sell
7,843
-101
-1% -$26.1K 0.28% 90
2025
Q4 		$1.96M Sell
7,944
-18
-0.2% -$4.42K 0.28% 98
2025
Q3 		$1.93M Buy
7,962
+2
+0% +$459 0.28% 96
2025
Q2 		$1.72M Sell
7,960
-398
-5% -$80.1K 0.26% 98
2025
Q1 		$1.67M Sell
8,358
-13
-0.2% -$2.82K 0.28% 96
2024
Q4 		$1.85M Sell
8,371
-318
-4% -$72.5K 0.3% 91
2024
Q3 		$1.92M Sell
8,689
-598
-6% -$128K 0.31% 93
2024
Q2 		$1.88M Buy
9,287
+2
+0% +$404 0.33% 88
2024
Q1 		$1.95M Buy
9,285
+902
+11% +$180K 0.36% 82
2023
Q4 		$1.68M Buy
8,383
+5
+0.1% +$896 0.34% 86
2023
Q3 		$1.48M Buy
8,378
+293
+4% +$55K 0.33% 90
2023
Q2 		$1.51M Sell
8,085
-173
-2% -$30.8K 0.32% 94
2023
Q1 		$1.47M Buy
8,258
+127
+2% +$23.4K 0.33% 99
2022
Q4 		$1.42M Sell
8,131
-737
-8% -$131K 0.33% 95
2022
Q3 		$1.46M Buy
8,868
+2,000
+29% +$365K 0.36% 86
2022
Q2 		$1.16M Sell
6,868
-123
-2% -$22.7K 0.26% 100
2022
Q1 		$1.44M Sell
6,991
-588
-8% -$120K 0.28% 98
2021
Q4 		$1.69M Buy
7,579
+4
+0.1% +$904 0.3% 85
2021
Q3 		$1.66M Hold
7,575
– – 0.32% 78
2021
Q2 		$1.74M Sell
7,575
-173
-2% -$38.9K 0.34% 79
2021
Q1 		$1.71M Sell
7,748
-387
-5% -$84.5K 0.36% 79
2020
Q4 		$1.59M Sell
8,135
-361
-4% -$63.2K 0.36% 76
2020
Q3 		$1.27M Sell
8,496
-143
-2% -$21.5K 0.31% 79
2020
Q2 		$1.24M Sell
8,639
-196
-2% -$25.7K 0.32% 78
2020
Q1 		$1.01M Sell
8,835
-350
-4% -$52.2K 0.3% 80
2019
Q4 		$1.52M Buy
9,185
+70
+0.8% +$11.1K 0.38% 71
2019
Q3 		$1.38M Hold
9,115
– – 0.35% 76
2019
Q2 		$1.42M Sell
9,115
-83
-0.9% -$12.8K 0.36% 76
2019
Q1 		$1.41M Sell
9,198
-173
-2% -$26K 0.36% 76
2018
Q4 		$1.25M Buy
9,371
+3
+0% +$448 0.35% 73
2018
Q3 		$1.58M Sell
9,368
-1,672
-15% -$282K 0.4% 59
2018
Q2 		$1.81M Hold
11,040
– – 0.48% 43
2018
Q1 		$1.68M Buy
11,040
+18
+0.2% +$2.78K 0.45% 43
2017
Q4 		$1.68M Sell
11,022
-145
-1% -$21.8K 0.46% 49
2017
Q3 		$1.66M Sell
11,167
-197
-2% -$27.7K 0.47% 49
2017
Q2 		$1.6M Sell
11,364
-128
-1% -$17.7K 0.44% 50
2017
Q1 		$1.58M Buy
11,492
+890
+8% +$122K 0.44% 46
2016
Q4 		$1.43M Sell
10,602
-394
-4% -$50.3K 0.42% 58
2016
Q3 		$1.37M Sell
10,996
-46
-0.4% -$5.59K 0.43% 48
2016
Q2 		$1.27M Sell
11,042
-3,990
-27% -$450K 0.39% 48
2016
Q1 		$1.66M Buy
15,032
+7
+0% +$725 0.52% 42
2015
Q4 		$1.69M Sell
15,025
-247
-2% -$28.5K 0.54% 42
2015
Q3 		$1.67M Sell
15,272
-393
-3% -$46.6K 0.56% 41
2015
Q2 		$1.96M Sell
15,665
-121
-0.8% -$15.1K 0.55% 45
2015
Q1 		$1.96M Buy
15,786
+304
+2% +$36.6K 0.58% 42
2014
Q4 		$1.85M Buy
15,482
+1,211
+8% +$138K 0.55% 44
2014
Q3 		$1.56M Buy
14,271
+1,411
+11% +$161K 0.48% 47
2014
Q2 		$1.53M Buy
12,860
+2
+0% +$227 0.6% 43
2014
Q1 		$1.5M Sell
12,858
-50
-0.4% -$5.77K 0.62% 42
2013
Q4 		$1.49M Sell
12,908
-12
-0.1% -$1.32K 0.62% 40
2013
Q3 		$1.38M Sell
12,920
-10,759
-45% -$1.11M 0.63% 39
2013
Q2 		$2.3M Buy
+23,679
New +$2.26M 1.12% 30

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Chatham Capital Group's IWM Position: Q2 2026 in Review

Chatham Capital Group increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, buying an estimated $422K and bringing the position to 9,344 shares worth $2.81M. The position accounts for 0.36% of the portfolio, ranked #77.

Chatham Capital Group first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Chatham Capital Group held 9,344 shares of iShares Russell 2000 ETF worth $2.81M as of Q2 2026.
  • Chatham Capital Group bought 1,501 iShares Russell 2000 ETF shares in Q2 2026, an estimated $422K.
  • iShares Russell 2000 ETF made up 0.36% of Chatham Capital Group's portfolio in Q2 2026, its #77 holding.
  • Chatham Capital Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.