Chelsea Counsel Company’s iShares Russell 2000 ETF IWM Stock Holding History

Chelsea Counsel Company’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	$8.71K	Hold	29	–	–	﹤0.01%	173
2026 Q1	$7.19K	Hold	29	–	–	﹤0.01%	180
2025 Q4	$7.14K	Hold	29	–	–	﹤0.01%	182
2025 Q3	$7.02K	Hold	29	–	–	﹤0.01%	182
2025 Q2	$6.26K	Hold	29	–	–	﹤0.01%	184
2025 Q1	$5.79K	Hold	29	–	–	﹤0.01%	182
2024 Q4	$6.41K	Hold	29	–	–	﹤0.01%	179
2024 Q3	$6.41K	Hold	29	–	–	﹤0.01%	179
2024 Q2	$5.88K	Hold	29	–	–	﹤0.01%	177
2024 Q1	$6.1K	Buy	+29	New	+$5.79K	﹤0.01%	164

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chelsea Counsel Company's IWM Position: Q2 2026 in Review

Chelsea Counsel Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 29 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Chelsea Counsel Company first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Chelsea Counsel Company held 29 shares of iShares Russell 2000 ETF worth $8.71K as of Q2 2026.
Chelsea Counsel Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Chelsea Counsel Company's portfolio in Q2 2026, its #173 holding.
Chelsea Counsel Company first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.