Elm Partners Management’s iShares Russell 2000 ETF IWM Stock Holding History

Elm Partners 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	$1.02M	Sell	3,390 -760	-18%	-$214K	0.04%	79
2026 Q1	$994K	Buy	4,150 +1,378	+50%	+$355K	0.04%	74
2025 Q4	$682K	Buy	2,772 +514	+23%	+$126K	0.03%	84
2025 Q3	$546K	Buy	+2,258	New	+$518K	0.03%	94
2025 Q1	–	Sell	-921	Closed	-$204K	–	67
2024 Q4	$204K	Sell	921 -16	-2%	-$3.65K	0.01%	68
2024 Q3	$207K	Buy	+937	New	+$201K	0.01%	59
2022 Q2	–	Sell	-544	Closed	-$112K	–	36
2022 Q1	$112K	Buy	+544	New	+$111K	0.01%	35
2021 Q3	–	Sell	-544	Closed	-$125K	–	40
2021 Q2	$125K	Hold	544	–	–	0.02%	37
2021 Q1	$120K	Hold	544	–	–	0.02%	37
2020 Q4	$107K	Buy	+544	New	+$95.2K	0.02%	37
2020 Q3	–	Sell	-7	Closed	-$1K	–	43
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	44
2020 Q1	$1K	Sell	7 -7,993	-100%	-$1.19M	﹤0.01%	39
2019 Q4	$1.21M	Hold	8,000	–	–	0.27%	32
2019 Q3	$1.21M	Hold	8,000	–	–	0.27%	31
2019 Q2	$1.24M	Buy	+8,000	New	+$1.23M	0.28%	33

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Elm Partners Management's IWM Position: Q2 2026 in Review

Elm Partners Management reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, selling an estimated $214K and leaving 3,390 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #79.

Elm Partners Management first reported a position in IWM in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.24M in Q2 2019. 1,103 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Elm Partners Management held 3,390 shares of iShares Russell 2000 ETF worth $1.02M as of Q2 2026.
Elm Partners Management sold 760 iShares Russell 2000 ETF shares in Q2 2026, an estimated $214K.
iShares Russell 2000 ETF made up 0.04% of Elm Partners Management's portfolio in Q2 2026, its #79 holding.
Elm Partners Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 15 quarters since.
Elm Partners Management's iShares Russell 2000 ETF position peaked at $1.24M in Q2 2019.
1,103 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.