Chris Bulman’s iShares Russell 2000 ETF IWM Stock Holding History

Chris Bulman’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	$2.74M	Sell	9,108 -1,016	-10%	-$286K	1%	24
2026 Q1	$2.51M	Sell	10,124 -924	-8%	-$238K	1.1%	25
2025 Q4	$2.72M	Buy	11,048 +319	+3%	+$78.4K	1.2%	23
2025 Q3	$2.6M	Sell	10,729 -2,293	-18%	-$526K	1.3%	22
2025 Q2	$2.81M	Sell	13,022 -10,869	-45%	-$2.19M	1.6%	16
2025 Q1	$4.77M	Sell	23,891 -744	-3%	-$161K	3.01%	8
2024 Q4	$5.44M	Buy	+24,635	New	+$5.62M	3.47%	8
2024 Q3	–	Sell	-28	Closed	-$5.68K	–	266
2024 Q2	$5.68K	Buy	+28	New	+$5.66K	﹤0.01%	313

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Chris Bulman's IWM Position: Q2 2026 in Review

Chris Bulman reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, selling an estimated $286K and leaving 9,108 shares worth $2.74M. The position accounts for 1% of the portfolio, ranked #24.

Chris Bulman first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.44M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Chris Bulman held 9,108 shares of iShares Russell 2000 ETF worth $2.74M as of Q2 2026.
Chris Bulman sold 1,016 iShares Russell 2000 ETF shares in Q2 2026, an estimated $286K.
iShares Russell 2000 ETF made up 1% of Chris Bulman's portfolio in Q2 2026, its #24 holding.
Chris Bulman first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
Chris Bulman's iShares Russell 2000 ETF position peaked at $5.44M in Q4 2024.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.