Edgestream Partners’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 | $4.12M | Buy |
+13,728
| New | +$3.86M | 0.12% | 308 |
|
|
2026
Q1 | – | Sell |
-7,143
| Closed | -$1.76M | – | 986 |
|
|
2025
Q4 | $1.76M | Buy |
7,143
+3,313
| +87% | +$815K | 0.05% | 566 |
|
|
2025
Q3 | $927K | Buy |
3,830
+1,179
| +44% | +$271K | 0.03% | 643 |
|
|
2025
Q2 | $572K | Sell |
2,651
-30
| -1% | -$6.04K | 0.02% | 715 |
|
|
2025
Q1 | $535K | Sell |
2,681
-23
| -0.9% | -$4.99K | 0.02% | 689 |
|
|
2024
Q4 | $597K | Buy |
2,704
+1,194
| +79% | +$272K | 0.03% | 654 |
|
|
2024
Q3 | $334K | Buy |
+1,510
| New | +$323K | 0.01% | 757 |
|
|
2024
Q1 | – | Sell |
-5,859
| Closed | -$1.18M | – | 919 |
|
|
2023
Q4 | $1.18M | Sell |
5,859
-3,814
| -39% | -$683K | 0.08% | 392 |
|
|
2023
Q3 | $1.71M | Buy |
9,673
+6,824
| +240% | +$1.28M | 0.14% | 241 |
|
|
2023
Q2 | $534K | Sell |
2,849
-3,724
| -57% | -$664K | 0.05% | 514 |
|
|
2023
Q1 | $1.17M | Sell |
6,573
-3,913
| -37% | -$720K | 0.13% | 259 |
|
|
2022
Q4 | $1.83M | Buy |
10,486
+6,634
| +172% | +$1.18M | 0.21% | 166 |
|
|
2022
Q3 | $635K | Sell |
3,852
-1,791
| -32% | -$327K | 0.05% | 327 |
|
|
2022
Q2 | $956K | Sell |
5,643
-6,681
| -54% | -$1.23M | 0.08% | 329 |
|
|
2022
Q1 | $2.53M | Sell |
12,324
-21,791
| -64% | -$4.45M | 0.2% | 170 |
|
|
2021
Q4 | $7.59M | Buy |
34,115
+16,208
| +91% | +$3.66M | 0.47% | 42 |
|
|
2021
Q3 | $3.92M | Sell |
17,907
-10,489
| -37% | -$2.33M | 0.24% | 143 |
|
|
2021
Q2 | $6.51M | Buy |
28,396
+13,372
| +89% | +$3.01M | 0.38% | 84 |
|
|
2021
Q1 | $3.32M | Buy |
15,024
+4,208
| +39% | +$919K | 0.19% | 196 |
|
|
2020
Q4 | $2.12M | Sell |
10,816
-91,230
| -89% | -$16M | 0.11% | 227 |
|
|
2020
Q3 | $15.3M | Buy |
+102,046
| New | +$15.4M | 0.99% | 19 |
|
|
2020
Q1 | – | Sell |
-5,933
| Closed | -$983K | – | 341 |
|
|
2019
Q4 | $983K | Buy |
5,933
+669
| +13% | +$106K | 0.05% | 237 |
|
|
2019
Q3 | $797K | Sell |
5,264
-544
| -9% | -$83.1K | 0.08% | 197 |
|
|
2019
Q2 | $903K | Buy |
+5,808
| New | +$895K | 0.1% | 148 |
|
|
2019
Q1 | – | Sell |
-3,755
| Closed | -$503K | – | 250 |
|
|
2018
Q4 | $503K | Sell |
3,755
-487
| -11% | -$72.7K | 0.09% | 177 |
|
|
2018
Q3 | $715K | Buy |
+4,242
| New | +$716K | 0.12% | 163 |
|
|
2017
Q3 | – | Sell |
-2,836
| Closed | -$400K | – | 135 |
|
|
2017
Q2 | $400K | Buy |
2,836
+541
| +24% | +$74.9K | 0.15% | 96 |
|
|
2017
Q1 | $316K | Buy |
+2,295
| New | +$314K | 0.14% | 122 |
|
|
2016
Q4 | – | Sell |
-2,767
| Closed | -$344K | – | 111 |
|
|
2016
Q3 | $344K | Buy |
+2,767
| New | +$336K | 0.19% | 97 |
|
|
2015
Q3 | – | Sell |
-2,003
| Closed | -$250K | – | 80 |
|
|
2015
Q2 | $250K | Buy |
+2,003
| New | +$250K | 0.17% | 98 |
|
|
2015
Q1 | – | Sell |
-7,897
| Closed | -$945K | – | 77 |
|
|
2014
Q4 | $945K | Sell |
7,897
-26,108
| -77% | -$2.99M | 2.16% | 9 |
|
|
2014
Q3 | $3.72M | Buy |
34,005
+3,690
| +12% | +$422K | 3.24% | 7 |
|
|
2014
Q2 | $3.6M | Buy |
+30,315
| New | +$3.44M | 2.3% | 12 |
|
Other funds holding IWM
Edgestream Partners's IWM Position: Q2 2026 in Review
Edgestream Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 13,728 shares worth $4.12M. The stake represents 0.12% of the portfolio and ranks #308 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IWM as recently as Q4 2025.
Edgestream Partners first reported a position in IWM in Q2 2014 and has held it in 33 quarters since. The position peaked at $15.3M in Q3 2020. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Edgestream Partners held 13,728 shares of iShares Russell 2000 ETF worth $4.12M as of Q2 2026.
- iShares Russell 2000 ETF was a new Edgestream Partners position in Q2 2026.
- iShares Russell 2000 ETF made up 0.12% of Edgestream Partners's portfolio in Q2 2026, its #308 holding.
- Edgestream Partners first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 33 quarters since.
- Edgestream Partners's iShares Russell 2000 ETF position peaked at $15.3M in Q3 2020.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.