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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

ELCO Management's IWM Position: Q1 2026 in Review

ELCO Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,750 shares — an estimated $431K sold.

ELCO Management first reported a position in IWM in Q4 2023 and held it in 6 quarters. The position peaked at $564K in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

ELCO Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
ELCO Management sold 1,750 iShares Russell 2000 ETF shares in Q1 2026, an estimated $431K.
ELCO Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 6 quarters.
ELCO Management's iShares Russell 2000 ETF position peaked at $564K in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.