ELCO Management’s iShares Russell 2000 ETF IWM Stock Holding History

ELCO Management’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 Q2	$451K	Buy	+1,500	New	+$422K	0.19%	98
2026 Q1	–	Sell	-1,750	Closed	-$431K	–	178
2025 Q4	$431K	Buy	1,750 +20	+1%	+$4.92K	0.27%	84
2025 Q3	$419K	Buy	+1,730	New	+$397K	0.22%	93
2024 Q4	–	Sell	-2,555	Closed	-$564K	–	169
2024 Q3	$564K	Hold	2,555	–	–	0.3%	76
2024 Q2	$518K	Buy	2,555 +650	+34%	+$131K	0.3%	73
2024 Q1	$401K	Buy	1,905 +600	+46%	+$120K	0.24%	93
2023 Q4	$262K	Buy	+1,305	New	+$234K	0.17%	113

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ELCO Management's IWM Position: Q2 2026 in Review

ELCO Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,500 shares worth $451K. The stake represents 0.19% of the portfolio and ranks #98 among its holdings. This is a return to the name: ELCO Management previously reported a position in IWM as recently as Q4 2025.

ELCO Management first reported a position in IWM in Q4 2023 and has held it in 7 quarters since. The position peaked at $564K in Q3 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

ELCO Management held 1,500 shares of iShares Russell 2000 ETF worth $451K as of Q2 2026.
iShares Russell 2000 ETF was a new ELCO Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.19% of ELCO Management's portfolio in Q2 2026, its #98 holding.
ELCO Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 7 quarters since.
ELCO Management's iShares Russell 2000 ETF position peaked at $564K in Q3 2024.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.