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 Q3	$208K	Sell	750 -750	-50%	-$220K	0.1%	156
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

ELCO Management's IWM Position: Q3 2026 in Review

ELCO Management reduced its iShares Russell 2000 ETF (IWM) stake by 50% in Q3 2026, selling an estimated $220K and leaving 750 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #156.

ELCO Management first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. The position peaked at $564K in Q3 2024. 963 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

ELCO Management held 750 shares of iShares Russell 2000 ETF worth $208K as of Q3 2026.
ELCO Management sold 750 iShares Russell 2000 ETF shares in Q3 2026, an estimated $220K.
iShares Russell 2000 ETF made up 0.1% of ELCO Management's portfolio in Q3 2026, its #156 holding.
ELCO Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
ELCO Management's iShares Russell 2000 ETF position peaked at $564K in Q3 2024.
963 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.