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Duncker Streett & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Duncker Streett & Co’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 		$5.19M Buy
20,921
+12,317
+143% +$3.18M 0.99% 24
2025
Q4 		$2.12M Buy
8,604
+7,423
+629% +$1.82M 0.38% 66
2025
Q3 		$286K Buy
1,181
+135
+13% +$31K 0.05% 207
2025
Q2 		$226K Hold
1,046
– – 0.04% 217
2025
Q1 		$209K Sell
1,046
-598
-36% -$130K 0.04% 223
2024
Q4 		$363K Buy
1,644
+919
+127% +$210K 0.07% 183
2024
Q3 		$160K Buy
725
+200
+38% +$42.8K 0.03% 248
2024
Q2 		$107K Hold
525
– – 0.02% 271
2024
Q1 		$110K Hold
525
– – 0.02% 266
2023
Q4 		$105K Buy
525
+100
+24% +$17.9K 0.02% 267
2023
Q3 		$75.1K Hold
425
– – 0.02% 279
2023
Q2 		$79.6K Hold
425
– – 0.02% 275
2023
Q1 		$75.8K Hold
425
– – 0.02% 267
2022
Q4 		$74.1K Hold
425
– – 0.02% 274
2022
Q3 		$70K Hold
425
– – 0.02% 276
2022
Q2 		$72K Hold
425
– – 0.02% 285
2022
Q1 		$87K Sell
425
-204
-32% -$41.6K 0.02% 288
2021
Q4 		$140K Hold
629
– – 0.02% 261
2021
Q3 		$138K Hold
629
– – 0.03% 260
2021
Q2 		$144K Hold
629
– – 0.03% 257
2021
Q1 		$139K Hold
629
– – 0.03% 264
2020
Q4 		$123K Hold
629
– – 0.02% 266
2020
Q3 		$94K Hold
629
– – 0.02% 274
2020
Q2 		$90K Hold
629
– – 0.02% 278
2020
Q1 		$72K Hold
629
– – 0.02% 304
2019
Q4 		$104K Buy
+629
New +$99.4K 0.02% 300
2019
Q3 		– Sell
-629
Closed -$98K – 371
2019
Q2 		$98K Hold
629
– – 0.02% 312
2019
Q1 		$96K Hold
629
– – 0.02% 305
2018
Q4 		$84K Sell
629
-500
-44% -$74.6K 0.02% 307
2018
Q3 		$190K Buy
1,129
+200
+22% +$33.8K 0.04% 268
2018
Q2 		$152K Buy
929
+300
+48% +$48K 0.04% 275
2018
Q1 		$96K Sell
629
-734
-54% -$113K 0.02% 320
2017
Q4 		$208K Sell
1,363
-394
-22% -$59.2K 0.05% 252
2017
Q3 		$260K Buy
1,757
+4
+0.2% +$563 0.08% 227
2017
Q2 		$247K Buy
1,753
+400
+30% +$55.4K 0.08% 228
2017
Q1 		$186K Buy
1,353
+3
+0.2% +$410 0.06% 252
2016
Q4 		$182K Buy
1,350
+5
+0.4% +$639 0.06% 250
2016
Q3 		$167K Buy
1,345
+4
+0.3% +$486 0.06% 246
2016
Q2 		$154K Hold
1,341
– – 0.05% 251
2016
Q1 		$148K Buy
1,341
+5
+0.4% +$518 0.05% 251
2015
Q4 		$150K Buy
1,336
+3
+0.2% +$346 0.06% 253
2015
Q3 		$146K Buy
1,333
+3
+0.2% +$356 0.06% 258
2015
Q2 		$166K Buy
1,330
+2
+0.2% +$250 0.06% 262
2015
Q1 		$165K Buy
1,328
+2
+0.2% +$241 0.05% 257
2014
Q4 		$159K Buy
1,326
+2
+0.2% +$229 0.05% 264
2014
Q3 		$145K Buy
1,324
+3
+0.2% +$343 0.05% 274
2014
Q2 		$157K Buy
1,321
+2
+0.2% +$227 0.05% 277
2014
Q1 		$153K Hold
1,319
– – 0.05% 271
2013
Q4 		$152K Buy
1,319
+4
+0.3% +$442 0.05% 266
2013
Q3 		$140K Buy
1,315
+3
+0.2% +$310 0.06% 257
2013
Q2 		$127K Buy
+1,312
New +$125K 0.05% 271

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

Duncker Streett & Co's IWM Position: Q1 2026 in Review

Duncker Streett & Co increased its iShares Russell 2000 ETF (IWM) stake by 143% in Q1 2026, buying an estimated $3.18M and bringing the position to 20,921 shares worth $5.19M. The position accounts for 0.99% of the portfolio, ranked #24.

Duncker Streett & Co first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Duncker Streett & Co held 20,921 shares of iShares Russell 2000 ETF worth $5.19M as of Q1 2026.
  • Duncker Streett & Co bought 12,317 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.18M.
  • iShares Russell 2000 ETF made up 0.99% of Duncker Streett & Co's portfolio in Q1 2026, its #24 holding.
  • Duncker Streett & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.