Dumont & Blake Investment Advisors’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
Q1 | $7.2M | Sell |
29,015
-1,746
| -6% | -$450K | 1.8% | 9 |
|
|
2025
Q4 | $7.57M | Sell |
30,761
-977
| -3% | -$240K | 1.82% | 9 |
|
|
2025
Q3 | $7.68M | Sell |
31,738
-222
| -0.7% | -$50.9K | 1.86% | 9 |
|
|
2025
Q2 | $6.9M | Sell |
31,960
-180
| -0.6% | -$36.2K | 1.8% | 9 |
|
|
2025
Q1 | $6.41M | Sell |
32,140
-131
| -0.4% | -$28.4K | 1.8% | 9 |
|
|
2024
Q4 | $7.13M | Sell |
32,271
-307
| -0.9% | -$70K | 1.91% | 9 |
|
|
2024
Q3 | $7.2M | Sell |
32,578
-32,754
| -50% | -$7.01M | 1.92% | 9 |
|
|
2024
Q2 | $13.3M | Buy |
65,332
+32,829
| +101% | +$6.63M | 1.88% | 9 |
|
|
2024
Q1 | $6.84M | Sell |
32,503
-331
| -1% | -$66K | 1.97% | 9 |
|
|
2023
Q4 | $6.59M | Sell |
32,834
-156
| -0.5% | -$27.9K | 2.04% | 9 |
|
|
2023
Q3 | $5.83M | Buy |
32,990
+127
| +0.4% | +$23.8K | 1.97% | 9 |
|
|
2023
Q2 | $6.15M | Buy |
32,863
+150
| +0.5% | +$26.7K | 2% | 9 |
|
|
2023
Q1 | $5.84M | Sell |
32,713
-300
| -0.9% | -$55.2K | 1.98% | 9 |
|
|
2022
Q4 | $5.76M | Sell |
33,013
-667
| -2% | -$119K | 2.04% | 9 |
|
|
2022
Q3 | $5.55M | Sell |
33,680
-242
| -0.7% | -$44.1K | 2.08% | 8 |
|
|
2022
Q2 | $5.75M | Sell |
33,922
-29
| -0.1% | -$5.35K | 1.88% | 10 |
|
|
2022
Q1 | $6.97M | Buy |
33,951
+371
| +1% | +$75.7K | 1.9% | 9 |
|
|
2021
Q4 | $7.47M | Buy |
33,580
+464
| +1% | +$105K | 1.95% | 9 |
|
|
2021
Q3 | $7.24M | Buy |
33,116
+822
| +3% | +$182K | 2.07% | 9 |
|
|
2021
Q2 | $7.41M | Buy |
32,294
+660
| +2% | +$148K | 2.11% | 9 |
|
|
2021
Q1 | $6.99M | Buy |
31,634
+894
| +3% | +$195K | 2.14% | 9 |
|
|
2020
Q4 | $6.03M | Sell |
30,740
-369
| -1% | -$64.6K | 2.06% | 9 |
|
|
2020
Q3 | $4.66M | Buy |
31,109
+1,538
| +5% | +$231K | 1.77% | 10 |
|
|
2020
Q2 | $4.23M | Buy |
29,571
+1,031
| +4% | +$135K | 1.77% | 11 |
|
|
2020
Q1 | $3.27M | Sell |
28,540
-445
| -2% | -$66.3K | 1.68% | 11 |
|
|
2019
Q4 | $4.8M | Sell |
28,985
-287
| -1% | -$45.4K | 1.89% | 10 |
|
|
2019
Q3 | $4.43M | Sell |
29,272
-2,951
| -9% | -$451K | 1.86% | 10 |
|
|
2019
Q2 | $5.01M | Buy |
32,223
+3,810
| +13% | +$587K | 2.09% | 7 |
|
|
2019
Q1 | $4.35M | Buy |
28,413
+283
| +1% | +$42.5K | 1.84% | 9 |
|
|
2018
Q4 | $3.77M | Buy |
28,130
+3,669
| +15% | +$547K | 1.76% | 10 |
|
|
2018
Q3 | $4.12M | Buy |
24,461
+989
| +4% | +$167K | 1.61% | 12 |
|
|
2018
Q2 | $3.84M | Buy |
23,472
+590
| +3% | +$94.4K | 1.61% | 14 |
|
|
2018
Q1 | $3.47M | Buy |
22,882
+47
| +0.2% | +$7.26K | 1.48% | 13 |
|
|
2017
Q4 | $3.48M | Buy |
22,835
+580
| +3% | +$87.1K | 1.41% | 14 |
|
|
2017
Q3 | $3.3M | Buy |
22,255
+75
| +0.3% | +$10.6K | 1.41% | 13 |
|
|
2017
Q2 | $3.13M | Buy |
22,180
+45
| +0.2% | +$6.23K | 1.39% | 13 |
|
|
2017
Q1 | $3.04M | Buy |
22,135
+270
| +1% | +$36.9K | 1.37% | 15 |
|
|
2016
Q4 | $2.95M | Sell |
21,865
-21
| -0.1% | -$2.68K | 1.38% | 14 |
|
|
2016
Q3 | $2.72M | Sell |
21,886
-65
| -0.3% | -$7.9K | 1.33% | 15 |
|
|
2016
Q2 | $2.52M | Sell |
21,951
-95
| -0.4% | -$10.7K | 1.27% | 17 |
|
|
2016
Q1 | $2.44M | Sell |
22,046
-70
| -0.3% | -$7.25K | 1.26% | 17 |
|
|
2015
Q4 | $2.49M | Buy |
22,116
+910
| +4% | +$105K | 1.27% | 16 |
|
|
2015
Q3 | $2.32M | Sell |
21,206
-480
| -2% | -$56.9K | 1.25% | 17 |
|
|
2015
Q2 | $2.71M | Buy |
21,686
+576
| +3% | +$72K | 1.32% | 14 |
|
|
2015
Q1 | $2.63M | Buy |
21,110
+800
| +4% | +$96.4K | 1.27% | 13 |
|
|
2014
Q4 | $2.43M | Buy |
20,310
+230
| +1% | +$26.3K | 1.2% | 16 |
|
|
2014
Q3 | $2.2M | Sell |
20,080
-5
| -0% | -$572 | 1.13% | 18 |
|
|
2014
Q2 | $2.39M | Buy |
20,085
+135
| +0.7% | +$15.3K | 1.2% | 16 |
|
|
2014
Q1 | $2.32M | Sell |
19,950
-219
| -1% | -$25.3K | 1.21% | 17 |
|
|
2013
Q4 | $2.33M | Sell |
20,169
-10,540
| -34% | -$1.16M | 1.2% | 17 |
|
|
2013
Q3 | $3.27M | Buy |
30,709
+471
| +2% | +$48.7K | 1.56% | 8 |
|
|
2013
Q2 | $2.93M | Buy |
+30,238
| New | +$2.89M | 1.76% | 7 |
|
Other funds holding IWM
Dumont & Blake Investment Advisors's IWM Position: Q1 2026 in Review
Dumont & Blake Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q1 2026, selling an estimated $450K and leaving 29,015 shares worth $7.2M. The position accounts for 1.8% of the portfolio, ranked #9.
Dumont & Blake Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.3M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Dumont & Blake Investment Advisors held 29,015 shares of iShares Russell 2000 ETF worth $7.2M as of Q1 2026.
- Dumont & Blake Investment Advisors sold 1,746 iShares Russell 2000 ETF shares in Q1 2026, an estimated $450K.
- iShares Russell 2000 ETF made up 1.8% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #9 holding.
- Dumont & Blake Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Dumont & Blake Investment Advisors's iShares Russell 2000 ETF position peaked at $13.3M in Q2 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.