Eldridge Investment Advisors’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
Q1 | $2.15M | Buy |
8,656
+40
| +0.5% | +$10.3K | 0.47% | 42 |
|
|
2025
Q4 | $2.12M | Sell |
8,616
-303
| -3% | -$74.5K | 0.47% | 39 |
|
|
2025
Q3 | $2.16M | Sell |
8,919
-409
| -4% | -$93.8K | 0.49% | 38 |
|
|
2025
Q2 | $2.01M | Sell |
9,328
-619
| -6% | -$125K | 0.42% | 47 |
|
|
2025
Q1 | $1.98M | Sell |
9,947
-670
| -6% | -$145K | 0.46% | 49 |
|
|
2024
Q4 | $2.35M | Buy |
10,617
+1
| +0% | +$228 | 0.55% | 43 |
|
|
2024
Q3 | $2.35M | Sell |
10,616
-506
| -5% | -$108K | 0.55% | 40 |
|
|
2024
Q2 | $2.26M | Buy |
11,122
+165
| +2% | +$33.3K | 0.57% | 41 |
|
|
2024
Q1 | $2.3M | Sell |
10,957
-4
| -0% | -$798 | 0.59% | 36 |
|
|
2023
Q4 | $2.2M | Buy |
10,961
+17
| +0.2% | +$3.05K | 0.58% | 41 |
|
|
2023
Q3 | $1.93M | Sell |
10,944
-1,663
| -13% | -$312K | 0.64% | 32 |
|
|
2023
Q2 | $2.36M | Sell |
12,607
-370
| -3% | -$66K | 0.77% | 29 |
|
|
2023
Q1 | $2.31M | Sell |
12,977
-423
| -3% | -$77.9K | 0.8% | 29 |
|
|
2022
Q4 | $2.34M | Buy |
13,400
+300
| +2% | +$53.4K | 0.82% | 29 |
|
|
2022
Q3 | $2.16M | Buy |
13,100
+170
| +1% | +$31K | 0.84% | 26 |
|
|
2022
Q2 | $2.19M | Buy |
12,930
+1
| +0% | +$184 | 0.82% | 24 |
|
|
2022
Q1 | $2.65M | Sell |
12,929
-30
| -0.2% | -$6.12K | 0.9% | 20 |
|
|
2021
Q4 | $2.88M | Buy |
12,959
+59
| +0.5% | +$13.3K | 0.95% | 16 |
|
|
2021
Q3 | $2.82M | Sell |
12,900
-56
| -0.4% | -$12.4K | 1.01% | 18 |
|
|
2021
Q2 | $2.97M | Buy |
12,956
+50
| +0.4% | +$11.2K | 1.08% | 15 |
|
|
2021
Q1 | $2.85M | Buy |
12,906
+240
| +2% | +$52.4K | 1.1% | 17 |
|
|
2020
Q4 | $2.48M | Sell |
12,666
-230
| -2% | -$40.2K | 1.04% | 18 |
|
|
2020
Q3 | $1.93M | Sell |
12,896
-425
| -3% | -$63.9K | 0.91% | 23 |
|
|
2020
Q2 | $1.91M | Sell |
13,321
-609
| -4% | -$79.9K | 0.95% | 20 |
|
|
2020
Q1 | $1.59M | Sell |
13,930
-870
| -6% | -$130K | 0.91% | 24 |
|
|
2019
Q4 | $2.45M | Sell |
14,800
-379
| -2% | -$59.9K | 1.2% | 17 |
|
|
2019
Q3 | $2.3M | Sell |
15,179
-480
| -3% | -$73.3K | 1.19% | 17 |
|
|
2019
Q2 | $2.44M | Sell |
15,659
-48
| -0.3% | -$7.4K | 1.3% | 16 |
|
|
2019
Q1 | $2.4M | Buy |
15,707
+212
| +1% | +$31.9K | 1.29% | 18 |
|
|
2018
Q4 | $2.08M | Buy |
15,495
+203
| +1% | +$30.3K | 1.28% | 18 |
|
|
2018
Q3 | $2.58M | Buy |
15,292
+471
| +3% | +$79.5K | 1.65% | 14 |
|
|
2018
Q2 | $2.43M | Buy |
14,821
+81
| +0.5% | +$13K | 1.72% | 13 |
|
|
2018
Q1 | $2.24M | Buy |
14,740
+80
| +0.5% | +$12.4K | 1.67% | 13 |
|
|
2017
Q4 | $2.25M | Buy |
+14,660
| New | +$2.2M | 1.73% | 13 |
|
Other funds holding IWM
Eldridge Investment Advisors's IWM Position: Q1 2026 in Review
Eldridge Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.46% in Q1 2026, buying an estimated $10.3K and bringing the position to 8,656 shares worth $2.15M. The position accounts for 0.47% of the portfolio, ranked #42.
Eldridge Investment Advisors first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.97M in Q2 2021. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Eldridge Investment Advisors held 8,656 shares of iShares Russell 2000 ETF worth $2.15M as of Q1 2026.
- Eldridge Investment Advisors bought 40 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.3K.
- iShares Russell 2000 ETF made up 0.47% of Eldridge Investment Advisors's portfolio in Q1 2026, its #42 holding.
- Eldridge Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's iShares Russell 2000 ETF position peaked at $2.97M in Q2 2021.
- 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.