De Burlo Group’s iShares Russell 2000 ETF IWM Stock Holding History

De Burlo Group’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	–	Sell	-136,020	Closed	-$33.5M	–	92
2025 Q4	$33.5M	Buy	+136,020	New	+$33.4M	4.06%	11
2025 Q2	–	Sell	-60,300	Closed	-$12M	–	81
2025 Q1	$12M	Sell	60,300 -130,300	-68%	-$28.3M	1.78%	24
2024 Q4	$42.1M	Hold	190,600	–	–	5.62%	2
2024 Q3	$42.1M	Buy	190,600 +18,000	+10%	+$3.85M	5.18%	3
2024 Q2	$35M	Sell	172,600 -29,500	-15%	-$5.96M	4.71%	5
2024 Q1	$42.5M	Buy	202,100 +76,700	+61%	+$15.3M	5.64%	1
2023 Q4	$22.2M	Hold	125,400	–	–	3.85%	10
2023 Q3	$22.2M	Buy	125,400 +11,100	+10%	+$2.08M	3.85%	10
2023 Q2	$21.4M	Buy	+114,300	New	+$20.4M	3.56%	8

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

De Burlo Group's IWM Position: Q1 2026 in Review

De Burlo Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 136,020 shares — an estimated $33.5M sold.

De Burlo Group first reported a position in IWM in Q2 2023 and held it in 9 quarters. The position peaked at $42.5M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

De Burlo Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
De Burlo Group sold 136,020 iShares Russell 2000 ETF shares in Q1 2026, an estimated $33.5M.
De Burlo Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 9 quarters.
De Burlo Group's iShares Russell 2000 ETF position peaked at $42.5M in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.