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Disciplined Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Disciplined Investments’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 		$1.65M Buy
6,665
+50
+0.8% +$12.9K 0.59% 44
2025
Q4 		$1.63M Sell
6,615
-542
-8% -$133K 0.63% 41
2025
Q3 		$1.73M Sell
7,157
-1
-0% -$229 0.69% 41
2025
Q2 		$1.54M Sell
7,158
-470
-6% -$94.6K 0.65% 43
2025
Q1 		$1.52M Sell
7,628
-46
-0.6% -$9.98K 0.7% 42
2024
Q4 		$1.7M Buy
7,674
+506
+7% +$115K 0.84% 38
2024
Q3 		$1.58M Sell
7,168
-179
-2% -$38.3K 0.78% 41
2024
Q2 		$1.49M Buy
7,347
+256
+4% +$51.7K 0.79% 40
2024
Q1 		$1.49M Buy
7,091
+463
+7% +$92.4K 0.81% 36
2023
Q4 		$1.33M Sell
6,628
-384
-5% -$68.8K 0.78% 41
2023
Q3 		$1.24M Sell
7,012
-136
-2% -$25.5K 0.75% 46
2023
Q2 		$1.34M Sell
7,148
-1,297
-15% -$231K 0.72% 41
2023
Q1 		$1.51M Sell
8,445
-110
-1% -$20.3K 0.63% 45
2022
Q4 		$1.49M Sell
8,555
-342
-4% -$60.8K 0.73% 40
2022
Q3 		$1.47M Sell
8,897
-240
-3% -$43.8K 0.67% 41
2022
Q2 		$1.55M Sell
9,137
-307
-3% -$56.6K 0.7% 42
2022
Q1 		$1.94M Sell
9,444
-3,981
-30% -$812K 0.8% 36
2021
Q4 		$2.99M Sell
13,425
-47
-0.3% -$10.6K 1.32% 27
2021
Q3 		$2.95M Sell
13,472
-124
-0.9% -$27.5K 1.43% 25
2021
Q2 		$3.12M Buy
13,596
+389
+3% +$87.5K 1.6% 19
2021
Q1 		$2.92M Sell
13,207
-694
-5% -$152K 1.72% 18
2020
Q4 		$2.73M Sell
13,901
-208
-1% -$36.4K 1.82% 18
2020
Q3 		$2.11M Buy
14,109
+112
+0.8% +$16.8K 1.56% 19
2020
Q2 		$2M Buy
13,997
+222
+2% +$29.1K 1.56% 19
2020
Q1 		$1.58M Buy
13,775
+1,873
+16% +$279K 1.5% 19
2019
Q4 		$1.97M Buy
+11,902
New +$1.88M 1.66% 15

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

Disciplined Investments's IWM Position: Q1 2026 in Review

Disciplined Investments increased its iShares Russell 2000 ETF (IWM) stake by 0.76% in Q1 2026, buying an estimated $12.9K and bringing the position to 6,665 shares worth $1.65M. The position accounts for 0.59% of the portfolio, ranked #44.

Disciplined Investments first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.12M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Disciplined Investments held 6,665 shares of iShares Russell 2000 ETF worth $1.65M as of Q1 2026.
  • Disciplined Investments bought 50 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.9K.
  • iShares Russell 2000 ETF made up 0.59% of Disciplined Investments's portfolio in Q1 2026, its #44 holding.
  • Disciplined Investments first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Disciplined Investments's iShares Russell 2000 ETF position peaked at $3.12M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.