Deroy & Devereaux Private Investment Counsel’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 | $1.88M | Hold |
6,244
| – | – | 0.08% | 105 |
|
|
2026
Q1 | $1.55M | Buy |
6,244
+30
| +0.5% | +$7.74K | 0.07% | 105 |
|
|
2025
Q4 | $1.53M | Buy |
6,214
+232
| +4% | +$57K | 0.07% | 107 |
|
|
2025
Q3 | $1.45M | Buy |
5,982
+90
| +2% | +$20.7K | 0.07% | 109 |
|
|
2025
Q2 | $1.27M | Sell |
5,892
-550
| -9% | -$111K | 0.07% | 108 |
|
|
2025
Q1 | $1.28M | Buy |
6,442
+175
| +3% | +$38K | 0.07% | 104 |
|
|
2024
Q4 | $1.39M | Sell |
6,267
-130
| -2% | -$29.6K | 0.08% | 103 |
|
|
2024
Q3 | $1.41M | Hold |
6,397
| – | – | 0.08% | 101 |
|
|
2024
Q2 | $1.3M | Sell |
6,397
-165
| -3% | -$33.3K | 0.08% | 101 |
|
|
2024
Q1 | $1.38M | Buy |
6,562
+35
| +0.5% | +$6.98K | 0.08% | 99 |
|
|
2023
Q4 | $1.31M | Buy |
6,527
+125
| +2% | +$22.4K | 0.09% | 101 |
|
|
2023
Q3 | $1.13M | Hold |
6,402
| – | – | 0.08% | 103 |
|
|
2023
Q2 | $1.2M | Buy |
6,402
+1,485
| +30% | +$265K | 0.08% | 101 |
|
|
2023
Q1 | $877K | Buy |
4,917
+120
| +3% | +$22.1K | 0.07% | 96 |
|
|
2022
Q4 | $836K | Buy |
4,797
+10
| +0.2% | +$1.78K | 0.06% | 95 |
|
|
2022
Q3 | $789K | Sell |
4,787
-103
| -2% | -$18.8K | 0.07% | 95 |
|
|
2022
Q2 | $828K | Sell |
4,890
-50
| -1% | -$9.22K | 0.07% | 96 |
|
|
2022
Q1 | $1.01M | Buy |
4,940
+340
| +7% | +$69.4K | 0.07% | 102 |
|
|
2021
Q4 | $1.02M | Buy |
4,600
+2,345
| +104% | +$530K | 0.08% | 99 |
|
|
2021
Q3 | $493K | Hold |
2,255
| – | – | 0.04% | 111 |
|
|
2021
Q2 | $517K | Sell |
2,255
-390
| -15% | -$87.7K | 0.04% | 115 |
|
|
2021
Q1 | $584K | Hold |
2,645
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $519K | Hold |
2,645
| – | – | 0.05% | 113 |
|
|
2020
Q3 | $396K | Buy |
2,645
+1,090
| +70% | +$164K | 0.04% | 117 |
|
|
2020
Q2 | $223K | Buy |
+1,555
| New | +$204K | 0.02% | 131 |
|
|
2020
Q1 | – | Sell |
-1,230
| Closed | -$204K | – | 145 |
|
|
2019
Q4 | $204K | Buy |
+1,230
| New | +$194K | 0.02% | 136 |
|
|
2018
Q4 | – | Sell |
-1,220
| Closed | -$206K | – | 171 |
|
|
2018
Q3 | $206K | Sell |
1,220
-95
| -7% | -$16K | 0.02% | 175 |
|
|
2018
Q2 | $215K | Buy |
+1,315
| New | +$210K | 0.02% | 157 |
|
|
2018
Q1 | – | Sell |
-1,315
| Closed | -$200K | – | 174 |
|
|
2017
Q4 | $200K | Buy |
+1,315
| New | +$198K | 0.02% | 167 |
|
|
2017
Q3 | – | Sell |
-1,450
| Closed | -$204K | – | 169 |
|
|
2017
Q2 | $204K | Sell |
1,450
-160
| -10% | -$22.1K | 0.02% | 159 |
|
|
2017
Q1 | $221K | Hold |
1,610
| – | – | 0.03% | 144 |
|
|
2016
Q4 | $217K | Buy |
+1,610
| New | +$206K | 0.03% | 144 |
|
|
2014
Q3 | – | Sell |
-2,348
| Closed | -$279K | – | 165 |
|
|
2014
Q2 | $279K | Buy |
+2,348
| New | +$267K | 0.04% | 134 |
|
Other funds holding IWM
CCA
MRC
Deroy & Devereaux Private Investment Counsel's IWM Position: Q2 2026 in Review
Deroy & Devereaux Private Investment Counsel held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 6,244 shares worth $1.88M. The position accounts for 0.08% of the portfolio, ranked #105.
Deroy & Devereaux Private Investment Counsel first reported a position in IWM in Q2 2014 and has held it in 33 quarters since. 1,949 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Deroy & Devereaux Private Investment Counsel held 6,244 shares of iShares Russell 2000 ETF worth $1.88M as of Q2 2026.
- Deroy & Devereaux Private Investment Counsel left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
- iShares Russell 2000 ETF made up 0.08% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #105 holding.
- Deroy & Devereaux Private Investment Counsel first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 33 quarters since.
- 1,949 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.