Chevy Chase Trust’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 | $1.49M | Buy |
5,996
+87
| +1% | +$22.4K | ﹤0.01% | 566 |
|
|
2025
Q4 | $1.45M | Sell |
5,909
-74
| -1% | -$18.2K | ﹤0.01% | 569 |
|
|
2025
Q3 | $1.45M | Buy |
5,983
+74
| +1% | +$17K | ﹤0.01% | 563 |
|
|
2025
Q2 | $1.28M | Sell |
5,909
-75
| -1% | -$15.1K | ﹤0.01% | 567 |
|
|
2025
Q1 | $1.19M | Sell |
5,984
-260
| -4% | -$56.4K | ﹤0.01% | 566 |
|
|
2024
Q4 | $1.38M | Buy |
6,244
+164
| +3% | +$37.4K | ﹤0.01% | 564 |
|
|
2024
Q3 | $1.34M | Buy |
+6,080
| New | +$1.3M | ﹤0.01% | 556 |
|
|
2022
Q1 | – | Sell |
-8,726
| Closed | -$1.94M | – | 660 |
|
|
2021
Q4 | $1.94M | Sell |
8,726
-724
| -8% | -$164K | 0.01% | 562 |
|
|
2021
Q3 | $2.07M | Buy |
9,450
+510
| +6% | +$113K | 0.01% | 556 |
|
|
2021
Q2 | $2.05M | Buy |
8,940
+6,666
| +293% | +$1.5M | 0.01% | 557 |
|
|
2021
Q1 | $502K | Sell |
2,274
-641
| -22% | -$140K | ﹤0.01% | 602 |
|
|
2020
Q4 | $572K | Sell |
2,915
-7,497
| -72% | -$1.31M | ﹤0.01% | 589 |
|
|
2020
Q3 | $1.56M | Hold |
10,412
| – | – | 0.01% | 547 |
|
|
2020
Q2 | $1.49M | Buy |
10,412
+7,941
| +321% | +$1.04M | 0.01% | 547 |
|
|
2020
Q1 | $283K | Sell |
2,471
-429
| -15% | -$64K | ﹤0.01% | 601 |
|
|
2019
Q4 | $481K | Sell |
2,900
-396
| -12% | -$62.6K | ﹤0.01% | 612 |
|
|
2019
Q3 | $499K | Sell |
3,296
-480
| -13% | -$73.3K | ﹤0.01% | 589 |
|
|
2019
Q2 | $588K | Sell |
3,776
-307
| -8% | -$47.3K | ﹤0.01% | 590 |
|
|
2019
Q1 | $647K | Buy |
4,083
+1,592
| +64% | +$239K | ﹤0.01% | 588 |
|
|
2018
Q4 | $333K | Buy |
2,491
+446
| +22% | +$66.5K | ﹤0.01% | 626 |
|
|
2018
Q3 | $345K | Sell |
2,045
-112
| -5% | -$18.9K | ﹤0.01% | 608 |
|
|
2018
Q2 | $354K | Sell |
2,157
-36
| -2% | -$5.76K | ﹤0.01% | 609 |
|
|
2018
Q1 | $332K | Sell |
2,193
-212
| -9% | -$32.7K | ﹤0.01% | 612 |
|
|
2017
Q4 | $367K | Sell |
2,405
-185
| -7% | -$27.8K | ﹤0.01% | 613 |
|
|
2017
Q3 | $384K | Sell |
2,590
-2,596
| -50% | -$365K | ﹤0.01% | 603 |
|
|
2017
Q2 | $731K | Buy |
5,186
+3,005
| +138% | +$416K | ﹤0.01% | 572 |
|
|
2017
Q1 | $300K | Buy |
2,181
+13
| +0.6% | +$1.78K | ﹤0.01% | 607 |
|
|
2016
Q4 | $292K | Buy |
2,168
+69
| +3% | +$8.82K | ﹤0.01% | 613 |
|
|
2016
Q3 | $260K | Sell |
2,099
-851
| -29% | -$103K | ﹤0.01% | 605 |
|
|
2016
Q2 | $339K | Sell |
2,950
-666
| -18% | -$75.1K | ﹤0.01% | 592 |
|
|
2016
Q1 | $401K | Sell |
3,616
-1,819
| -33% | -$188K | ﹤0.01% | 586 |
|
|
2015
Q4 | $612K | Sell |
5,435
-27,268
| -83% | -$3.15M | ﹤0.01% | 579 |
|
|
2015
Q3 | $3.57M | Buy |
32,703
+391
| +1% | +$46.4K | 0.02% | 506 |
|
|
2015
Q2 | $4.04M | Sell |
32,312
-29
| -0.1% | -$3.62K | 0.02% | 501 |
|
|
2015
Q1 | $4.02M | Buy |
32,341
+4,489
| +16% | +$541K | 0.02% | 503 |
|
|
2014
Q4 | $3.33M | Sell |
27,852
-13,601
| -33% | -$1.56M | 0.02% | 527 |
|
|
2014
Q3 | $4.53M | Sell |
41,453
-582
| -1% | -$66.6K | 0.03% | 495 |
|
|
2014
Q2 | $4.99M | Sell |
42,035
-1,083
| -3% | -$123K | 0.03% | 473 |
|
|
2014
Q1 | $5.02M | Sell |
43,118
-1,268
| -3% | -$146K | 0.04% | 462 |
|
|
2013
Q4 | $5.12M | Buy |
44,386
+3,253
| +8% | +$359K | 0.04% | 458 |
|
|
2013
Q3 | $4.39M | Sell |
41,133
-1,833
| -4% | -$190K | 0.04% | 458 |
|
|
2013
Q2 | $4.17M | Buy |
+42,966
| New | +$4.1M | 0.04% | 449 |
|
Other funds holding IWM
Chevy Chase Trust's IWM Position: Q1 2026 in Review
Chevy Chase Trust increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $22.4K and bringing the position to 5,996 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #566.
Chevy Chase Trust first reported a position in IWM in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.12M in Q4 2013. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Chevy Chase Trust held 5,996 shares of iShares Russell 2000 ETF worth $1.49M as of Q1 2026.
- Chevy Chase Trust bought 87 iShares Russell 2000 ETF shares in Q1 2026, an estimated $22.4K.
- iShares Russell 2000 ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #566 holding.
- Chevy Chase Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 42 quarters since.
- Chevy Chase Trust's iShares Russell 2000 ETF position peaked at $5.12M in Q4 2013.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.