Crewe Advisors’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
Q2 | $20.8M | Sell |
69,179
-1,901
| -3% | -$534K | 1.51% | 18 |
|
|
2026
Q1 | $17.6M | Sell |
71,080
-384
| -0.5% | -$99.1K | 1.5% | 18 |
|
|
2025
Q4 | $17.6M | Sell |
71,464
-1,028
| -1% | -$253K | 1.56% | 18 |
|
|
2025
Q3 | $17.5M | Sell |
72,492
-642
| -0.9% | -$147K | 1.67% | 17 |
|
|
2025
Q2 | $15.8M | Sell |
73,134
-6,383
| -8% | -$1.28M | 2.23% | 13 |
|
|
2025
Q1 | $15.9M | Sell |
79,517
-453
| -0.6% | -$98.3K | 2.23% | 13 |
|
|
2024
Q4 | $17.7M | Sell |
79,970
-969
| -1% | -$221K | 2.44% | 13 |
|
|
2024
Q3 | $17.9M | Buy |
80,939
+99
| +0.1% | +$21.2K | 2.07% | 12 |
|
|
2024
Q2 | $16.4M | Sell |
80,840
-3,359
| -4% | -$679K | 1.84% | 15 |
|
|
2024
Q1 | $17.7M | Sell |
84,199
-11,863
| -12% | -$2.37M | 2.06% | 14 |
|
|
2023
Q4 | $19.3M | Sell |
96,062
-8,856
| -8% | -$1.59M | 3.05% | 12 |
|
|
2023
Q3 | $18.5M | Buy |
104,918
+2,915
| +3% | +$547K | 3.21% | 12 |
|
|
2023
Q2 | $19.1M | Buy |
102,003
+2,358
| +2% | +$420K | 2.68% | 12 |
|
|
2023
Q1 | $17.8M | Buy |
99,645
+4,625
| +5% | +$852K | 2.59% | 11 |
|
|
2022
Q4 | $16.6M | Sell |
95,020
-1,688
| -2% | -$300K | 2.63% | 12 |
|
|
2022
Q3 | $15.9M | Buy |
96,708
+1,850
| +2% | +$337K | 2.88% | 11 |
|
|
2022
Q2 | $16.1M | Buy |
94,858
+4,592
| +5% | +$846K | 3.55% | 8 |
|
|
2022
Q1 | $18.5M | Buy |
90,266
+4,390
| +5% | +$896K | 3.62% | 9 |
|
|
2021
Q4 | $19.1M | Buy |
85,876
+2,820
| +3% | +$637K | 3.88% | 9 |
|
|
2021
Q3 | $18.2M | Buy |
83,056
+1,721
| +2% | +$382K | 4.29% | 9 |
|
|
2021
Q2 | $18.7M | Buy |
81,335
+2,458
| +3% | +$553K | 4.63% | 7 |
|
|
2021
Q1 | $17.4M | Buy |
78,877
+2,656
| +3% | +$580K | 4.32% | 7 |
|
|
2020
Q4 | $14.9M | Buy |
76,221
+2,267
| +3% | +$397K | 5.98% | 6 |
|
|
2020
Q3 | $11.1M | Buy |
73,954
+566
| +0.8% | +$85.2K | 5.2% | 5 |
|
|
2020
Q2 | $10.5M | Buy |
73,388
+1,942
| +3% | +$255K | 5.13% | 5 |
|
|
2020
Q1 | $8.18M | Buy |
71,446
+2,403
| +3% | +$358K | 4.88% | 6 |
|
|
2019
Q4 | $11.4M | Sell |
69,043
-273
| -0.4% | -$43.1K | 5.01% | 6 |
|
|
2019
Q3 | $10.5M | Buy |
69,316
+3,006
| +5% | +$459K | 4.82% | 6 |
|
|
2019
Q2 | $10.3M | Buy |
66,310
+30,379
| +85% | +$4.68M | 3.35% | 6 |
|
|
2019
Q1 | $5.5M | Sell |
35,931
-915
| -2% | -$138K | 1.73% | 7 |
|
|
2018
Q4 | $4.93M | Buy |
36,846
+18,863
| +105% | +$2.81M | 1.56% | 7 |
|
|
2018
Q3 | $3.03M | Sell |
17,983
-683
| -4% | -$115K | 2.56% | 8 |
|
|
2018
Q2 | $3.06M | Sell |
18,666
-2,134
| -10% | -$341K | 2.84% | 6 |
|
|
2018
Q1 | $3.16M | Buy |
20,800
+1,575
| +8% | +$243K | 3.1% | 6 |
|
|
2017
Q4 | $2.93M | Buy |
+19,225
| New | +$2.89M | 2.87% | 6 |
|
Other funds holding IWM
Crewe Advisors's IWM Position: Q2 2026 in Review
Crewe Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2026, selling an estimated $534K and leaving 69,179 shares worth $20.8M. The position accounts for 1.51% of the portfolio, ranked #18.
Crewe Advisors first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Crewe Advisors held 69,179 shares of iShares Russell 2000 ETF worth $20.8M as of Q2 2026.
- Crewe Advisors sold 1,901 iShares Russell 2000 ETF shares in Q2 2026, an estimated $534K.
- iShares Russell 2000 ETF made up 1.51% of Crewe Advisors's portfolio in Q2 2026, its #18 holding.
- Crewe Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.