Cortland Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Cortland Associates’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	$649K	Buy	2,160 +17	+0.8%	+$4.78K	0.09%	40
2026 Q1	$531K	Hold	2,143	–	–	0.08%	40
2025 Q4	$528K	Hold	2,143	–	–	0.07%	38
2025 Q3	$519K	Buy	2,143 +1,200	+127%	+$275K	0.06%	40
2025 Q2	$203K	Buy	+943	New	+$190K	0.02%	59
2025 Q1	–	Sell	-1,110	Closed	-$245K	–	57
2024 Q4	$245K	Hold	1,110	–	–	0.03%	55
2024 Q3	$245K	Hold	1,110	–	–	0.03%	54
2024 Q2	$225K	Hold	1,110	–	–	0.03%	54
2024 Q1	$233K	Buy	1,110 +55	+5%	+$11K	0.03%	52
2023 Q4	$212K	Buy	+1,055	New	+$189K	0.03%	52
2022 Q4	–	Sell	-1,241	Closed	-$205K	–	57
2022 Q3	$205K	Buy	1,241 +1	+0.1%	+$182	0.04%	51
2022 Q2	$210K	Sell	1,240 -456	-27%	-$84.1K	0.03%	54
2022 Q1	$348K	Sell	1,696 -171	-9%	-$34.9K	0.04%	44
2021 Q4	$415K	Hold	1,867	–	–	0.04%	45
2021 Q3	$408K	Hold	1,867	–	–	0.04%	47
2021 Q2	$428K	Buy	1,867 +365	+24%	+$82.1K	0.04%	45
2021 Q1	$332K	Buy	+1,502	New	+$328K	0.04%	46
2020 Q1	–	Sell	-1,379	Closed	-$228K	–	55
2019 Q4	$228K	Sell	1,379 -135	-9%	-$21.3K	0.03%	49
2019 Q3	$229K	Sell	1,514 -78	-5%	-$11.9K	0.04%	42
2019 Q2	$248K	Sell	1,592 -77	-5%	-$11.9K	0.04%	43
2019 Q1	$256K	Buy	+1,669	New	+$251K	0.04%	43

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

Cortland Associates's IWM Position: Q2 2026 in Review

Cortland Associates increased its iShares Russell 2000 ETF (IWM) stake by 0.79% in Q2 2026, buying an estimated $4.78K and bringing the position to 2,160 shares worth $649K. The position accounts for 0.09% of the portfolio, ranked #40.

Cortland Associates first reported a position in IWM in Q1 2019 and has held it in 21 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cortland Associates held 2,160 shares of iShares Russell 2000 ETF worth $649K as of Q2 2026.
Cortland Associates bought 17 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.78K.
iShares Russell 2000 ETF made up 0.09% of Cortland Associates's portfolio in Q2 2026, its #40 holding.
Cortland Associates first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 21 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cortland Associates's 13F filing for Q2 2026, filed 28 Jul 2026.