Chilton Capital Management’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 | $36.2K | Buy |
146
+92
| +170% | +$23.7K | ﹤0.01% | 363 |
|
|
2025
Q4 | $13.3K | Buy |
54
+4
| +8% | +$983 | ﹤0.01% | 442 |
|
|
2025
Q3 | $12.1K | Hold |
50
| – | – | ﹤0.01% | 467 |
|
|
2025
Q2 | $10.8K | Hold |
50
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $9.97K | Hold |
50
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $11K | Sell |
50
-163
| -77% | -$37.2K | ﹤0.01% | 451 |
|
|
2024
Q3 | $47K | Buy |
213
+136
| +177% | +$29.1K | ﹤0.01% | 359 |
|
|
2024
Q2 | $15.6K | Sell |
77
-1,667
| -96% | -$337K | ﹤0.01% | 468 |
|
|
2024
Q1 | $367K | Sell |
1,744
-142
| -8% | -$28.3K | 0.02% | 188 |
|
|
2023
Q4 | $379K | Buy |
1,886
+61
| +3% | +$10.9K | 0.02% | 183 |
|
|
2023
Q3 | $323K | Hold |
1,825
| – | – | 0.02% | 178 |
|
|
2023
Q2 | $342K | Hold |
1,825
| – | – | 0.02% | 176 |
|
|
2023
Q1 | $326K | Hold |
1,825
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $318K | Hold |
1,825
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $301K | Hold |
1,825
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $309K | Hold |
1,825
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $375K | Hold |
1,825
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $406K | Sell |
1,825
-14
| -0.8% | -$3.16K | 0.02% | 188 |
|
|
2021
Q3 | $402K | Hold |
1,839
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $422K | Sell |
1,839
-791
| -30% | -$178K | 0.02% | 166 |
|
|
2021
Q1 | $581K | Sell |
2,630
-17
| -0.6% | -$3.71K | 0.04% | 141 |
|
|
2020
Q4 | $519K | Buy |
2,647
+143
| +6% | +$25K | 0.04% | 136 |
|
|
2020
Q3 | $375K | Sell |
2,504
-152
| -6% | -$22.9K | 0.03% | 152 |
|
|
2020
Q2 | $380K | Sell |
2,656
-150
| -5% | -$19.7K | 0.03% | 146 |
|
|
2020
Q1 | $321K | Buy |
2,806
+175
| +7% | +$26.1K | 0.03% | 147 |
|
|
2019
Q4 | $436K | Sell |
2,631
-139
| -5% | -$22K | 0.03% | 159 |
|
|
2019
Q3 | $419K | Hold |
2,770
| – | – | 0.03% | 159 |
|
|
2019
Q2 | $431K | Hold |
2,770
| – | – | 0.04% | 157 |
|
|
2019
Q1 | $424K | Hold |
2,770
| – | – | 0.04% | 157 |
|
|
2018
Q4 | $371K | Sell |
2,770
-205
| -7% | -$30.6K | 0.04% | 165 |
|
|
2018
Q3 | $501K | Buy |
2,975
+292
| +11% | +$49.3K | 0.04% | 167 |
|
|
2018
Q2 | $439K | Hold |
2,683
| – | – | 0.04% | 175 |
|
|
2018
Q1 | $407K | Buy |
+2,683
| New | +$414K | 0.04% | 163 |
|
|
2014
Q1 | – | Sell |
-2,500
| Closed | -$288K | – | 228 |
|
|
2013
Q4 | $288K | Hold |
2,500
| – | – | 0.03% | 173 |
|
|
2013
Q3 | $267K | Sell |
2,500
-1
| -0% | -$103 | 0.03% | 175 |
|
|
2013
Q2 | $243K | Buy |
+2,501
| New | +$239K | 0.03% | 179 |
|
Other funds holding IWM
Chilton Capital Management's IWM Position: Q1 2026 in Review
Chilton Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 170% in Q1 2026, buying an estimated $23.7K and bringing the position to 146 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #363.
Chilton Capital Management first reported a position in IWM in Q2 2013 and has held it in 36 quarters since. The position peaked at $581K in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Chilton Capital Management held 146 shares of iShares Russell 2000 ETF worth $36.2K as of Q1 2026.
- Chilton Capital Management bought 92 iShares Russell 2000 ETF shares in Q1 2026, an estimated $23.7K.
- iShares Russell 2000 ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #363 holding.
- Chilton Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 36 quarters since.
- Chilton Capital Management's iShares Russell 2000 ETF position peaked at $581K in Q1 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.