Childress Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Childress Capital Advisors’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 Q1	$2.25M	Buy	9,091 +160	+2%	+$41.3K	0.41%	40
2025 Q4	$2.2M	Buy	8,931 +2,095	+31%	+$515K	0.35%	48
2025 Q3	$1.65M	Hold	6,836	–	–	0.3%	53
2025 Q2	$1.48M	Hold	6,836	–	–	0.37%	44
2025 Q1	$1.36M	Hold	6,836	–	–	0.4%	47
2024 Q4	$1.51M	Sell	6,836 -2,725	-29%	-$621K	0.42%	38
2024 Q3	$2.11M	Buy	9,561 +1,225	+15%	+$262K	0.57%	33
2024 Q2	$1.69M	Sell	8,336 -2,000	-19%	-$404K	0.48%	35
2024 Q1	$2.17M	Buy	10,336 +1,003	+11%	+$200K	0.63%	30
2023 Q4	$1.87M	Hold	9,333	–	–	0.56%	34
2023 Q3	$1.65M	Buy	9,333 +3,007	+48%	+$565K	0.54%	36
2023 Q2	$1.18M	Hold	6,326	–	–	0.5%	35
2023 Q1	$1.13M	Sell	6,326 -510	-7%	-$93.9K	0.5%	34
2022 Q4	$1.19M	Hold	6,836	–	–	0.4%	46
2022 Q3	$1.13M	Sell	6,836 -497	-7%	-$90.6K	0.44%	43
2022 Q2	$1.24M	Hold	7,333	–	–	0.49%	37
2022 Q1	$1.51M	Buy	7,333 +497	+7%	+$101K	0.53%	34
2021 Q4	$1.52M	Hold	6,836	–	–	0.63%	34
2021 Q3	$1.5M	Hold	6,836	–	–	0.61%	32
2021 Q2	$1.57M	Hold	6,836	–	–	0.71%	27
2021 Q1	$1.51M	Sell	6,836 -404,595	-98%	-$88.3M	0.69%	27
2020 Q4	$18.6M	Buy	+411,431	New	+$72M	10.87%	2

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Childress Capital Advisors's IWM Position: Q1 2026 in Review

Childress Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q1 2026, buying an estimated $41.3K and bringing the position to 9,091 shares worth $2.25M. The position accounts for 0.41% of the portfolio, ranked #40.

Childress Capital Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.6M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Childress Capital Advisors held 9,091 shares of iShares Russell 2000 ETF worth $2.25M as of Q1 2026.
Childress Capital Advisors bought 160 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41.3K.
iShares Russell 2000 ETF made up 0.41% of Childress Capital Advisors's portfolio in Q1 2026, its #40 holding.
Childress Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
Childress Capital Advisors's iShares Russell 2000 ETF position peaked at $18.6M in Q4 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.