Donaldson Capital Management’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 | $5.6M | Buy |
18,627
+16,443
| +753% | +$4.62M | 0.16% | 77 |
|
|
2026
Q1 | $542K | Sell |
2,184
-6
| -0.3% | -$1.55K | 0.02% | 172 |
|
|
2025
Q4 | $539K | Sell |
2,190
-612
| -22% | -$150K | 0.02% | 171 |
|
|
2025
Q3 | $678K | Sell |
2,802
-41
| -1% | -$9.41K | 0.02% | 161 |
|
|
2025
Q2 | $613K | Sell |
2,843
-295
| -9% | -$59.4K | 0.02% | 161 |
|
|
2025
Q1 | $626K | Sell |
3,138
-36
| -1% | -$7.81K | 0.02% | 161 |
|
|
2024
Q4 | $701K | Buy |
3,174
+6
| +0.2% | +$1.37K | 0.03% | 154 |
|
|
2024
Q3 | $700K | Buy |
3,168
+30
| +1% | +$6.42K | 0.03% | 152 |
|
|
2024
Q2 | $637K | Sell |
3,138
-32
| -1% | -$6.47K | 0.03% | 145 |
|
|
2024
Q1 | $667K | Sell |
3,170
-78
| -2% | -$15.6K | 0.03% | 144 |
|
|
2023
Q4 | $652K | Buy |
3,248
+40
| +1% | +$7.17K | 0.03% | 149 |
|
|
2023
Q3 | $567K | Buy |
3,208
+43
| +1% | +$8.07K | 0.03% | 154 |
|
|
2023
Q2 | $593K | Sell |
3,165
-57
| -2% | -$10.2K | 0.03% | 148 |
|
|
2023
Q1 | $575K | Buy |
3,222
+48
| +2% | +$8.84K | 0.03% | 151 |
|
|
2022
Q4 | $553K | Buy |
3,174
+1
| +0% | +$178 | 0.03% | 146 |
|
|
2022
Q3 | $523K | Sell |
3,173
-43
| -1% | -$7.84K | 0.03% | 146 |
|
|
2022
Q2 | $545K | Sell |
3,216
-479
| -13% | -$88.3K | 0.03% | 153 |
|
|
2022
Q1 | $759K | Sell |
3,695
-200
| -5% | -$40.8K | 0.03% | 146 |
|
|
2021
Q4 | $866K | Buy |
3,895
+256
| +7% | +$57.8K | 0.04% | 136 |
|
|
2021
Q3 | $796K | Sell |
3,639
-100
| -3% | -$22.2K | 0.04% | 129 |
|
|
2021
Q2 | $858K | Sell |
3,739
-202
| -5% | -$45.4K | 0.04% | 122 |
|
|
2021
Q1 | $871K | Buy |
3,941
+117
| +3% | +$25.5K | 0.05% | 114 |
|
|
2020
Q4 | $750K | Buy |
3,824
+955
| +33% | +$167K | 0.04% | 116 |
|
|
2020
Q3 | $430K | Buy |
2,869
+186
| +7% | +$28K | 0.03% | 169 |
|
|
2020
Q2 | $384K | Hold |
2,683
| – | – | 0.03% | 152 |
|
|
2020
Q1 | $307K | Sell |
2,683
-260
| -9% | -$38.8K | 0.03% | 159 |
|
|
2019
Q4 | $488K | Hold |
2,943
| – | – | 0.03% | 132 |
|
|
2019
Q3 | $445K | Buy |
2,943
+195
| +7% | +$29.8K | 0.03% | 129 |
|
|
2019
Q2 | $427K | Sell |
2,748
-340
| -11% | -$52.4K | 0.04% | 113 |
|
|
2019
Q1 | $473K | Hold |
3,088
| – | – | 0.04% | 105 |
|
|
2018
Q4 | $413K | Sell |
3,088
-204
| -6% | -$30.4K | 0.04% | 111 |
|
|
2018
Q3 | $555K | Buy |
3,292
+464
| +16% | +$78.3K | 0.05% | 111 |
|
|
2018
Q2 | $463K | Buy |
2,828
+8
| +0.3% | +$1.28K | 0.05% | 110 |
|
|
2018
Q1 | $428K | Sell |
2,820
-226
| -7% | -$34.9K | 0.04% | 113 |
|
|
2017
Q4 | $464K | Buy |
3,046
+541
| +22% | +$81.3K | 0.05% | 113 |
|
|
2017
Q3 | $371K | Buy |
2,505
+925
| +59% | +$130K | 0.04% | 118 |
|
|
2017
Q2 | $223K | Hold |
1,580
| – | – | 0.03% | 144 |
|
|
2017
Q1 | $217K | Sell |
1,580
-90
| -5% | -$12.3K | 0.03% | 146 |
|
|
2016
Q4 | $225K | Buy |
+1,670
| New | +$213K | 0.03% | 140 |
|
Other funds holding IWM
Donaldson Capital Management's IWM Position: Q2 2026 in Review
Donaldson Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 753% in Q2 2026, buying an estimated $4.62M and bringing the position to 18,627 shares worth $5.6M. The position accounts for 0.16% of the portfolio, ranked #77.
Donaldson Capital Management first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Donaldson Capital Management held 18,627 shares of iShares Russell 2000 ETF worth $5.6M as of Q2 2026.
- Donaldson Capital Management bought 16,443 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.62M.
- iShares Russell 2000 ETF made up 0.16% of Donaldson Capital Management's portfolio in Q2 2026, its #77 holding.
- Donaldson Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.