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D.B. Root & Company’s iShares Russell 2000 ETF IWM Stock Holding History

D.B. Root & Company’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 		$454K Buy
1,832
+187
+11% +$48.2K 0.11% 121
2025
Q4 		$405K Buy
1,645
+8
+0.5% +$1.97K 0.1% 121
2025
Q3 		$396K Sell
1,637
-97
-6% -$22.3K 0.1% 126
2025
Q2 		$374K Buy
1,734
+302
+21% +$60.8K 0.11% 129
2025
Q1 		$286K Buy
1,432
+188
+15% +$40.8K 0.09% 137
2024
Q4 		$275K Buy
1,244
+78
+7% +$17.8K 0.09% 144
2024
Q3 		$258K Buy
+1,166
New +$250K 0.08% 150
2022
Q2 		– Sell
-1,158
Closed -$237K – 177
2022
Q1 		$237K Buy
1,158
+135
+13% +$27.5K 0.09% 165
2021
Q4 		$227K Buy
+1,023
New +$231K 0.08% 180
2021
Q3 		– Sell
-1,043
Closed -$239K – 195
2021
Q2 		$239K Buy
+1,043
New +$235K 0.09% 189
2020
Q1 		– Sell
-2,432
Closed -$402K – 190
2019
Q4 		$402K Hold
2,432
– – 0.18% 143
2019
Q3 		$368K Sell
2,432
-36
-1% -$5.5K 0.17% 150
2019
Q2 		$383K Buy
2,468
+100
+4% +$15.4K 0.17% 141
2019
Q1 		$363K Hold
2,368
– – 0.16% 152
2018
Q4 		$317K Buy
2,368
+498
+27% +$74.3K 0.16% 151
2018
Q3 		$315K Hold
1,870
– – 0.14% 164
2018
Q2 		$306K Buy
1,870
+242
+15% +$38.7K 0.14% 164
2018
Q1 		$247K Buy
+1,628
New +$251K 0.13% 172

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.B. Root & Company's IWM Position: Q1 2026 in Review

D.B. Root & Company increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q1 2026, buying an estimated $48.2K and bringing the position to 1,832 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #121.

D.B. Root & Company first reported a position in IWM in Q1 2018 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • D.B. Root & Company held 1,832 shares of iShares Russell 2000 ETF worth $454K as of Q1 2026.
  • D.B. Root & Company bought 187 iShares Russell 2000 ETF shares in Q1 2026, an estimated $48.2K.
  • iShares Russell 2000 ETF made up 0.11% of D.B. Root & Company's portfolio in Q1 2026, its #121 holding.
  • D.B. Root & Company first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 18 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.