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Fairview Capital Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Fairview Capital Investment 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 		$358K Sell
1,443
-140
-9% -$36.1K 0.02% 150
2025
Q4 		$390K Sell
1,583
-10
-0.6% -$2.46K 0.02% 130
2025
Q3 		$385K Hold
1,593
– – 0.02% 131
2025
Q2 		$344K Sell
1,593
-10
-0.6% -$2.01K 0.02% 130
2025
Q1 		$320K Hold
1,603
– – 0.02% 137
2024
Q4 		$354K Hold
1,603
– – 0.02% 130
2024
Q3 		$354K Hold
1,603
– – 0.02% 127
2024
Q2 		$325K Sell
1,603
-310
-16% -$62.6K 0.02% 120
2024
Q1 		$402K Sell
1,913
-85
-4% -$17K 0.02% 126
2023
Q4 		$401K Buy
1,998
+23
+1% +$4.12K 0.02% 119
2023
Q3 		$349K Sell
1,975
-625
-24% -$117K 0.02% 122
2023
Q2 		$487K Hold
2,600
– – 0.03% 107
2023
Q1 		$464K Buy
2,600
+770
+42% +$142K 0.03% 109
2022
Q4 		$319K Hold
1,830
– – 0.02% 120
2022
Q3 		$301K Sell
1,830
-100
-5% -$18.2K 0.02% 114
2022
Q2 		$326K Hold
1,930
– – 0.02% 113
2022
Q1 		$396K Sell
1,930
-318
-14% -$64.9K 0.02% 103
2021
Q4 		$500K Buy
+2,248
New +$508K 0.03% 96
2021
Q3 		– Sell
-895
Closed -$205K – 128
2021
Q2 		$205K Buy
+895
New +$201K 0.01% 123
2019
Q1 		– Sell
-1,839
Closed -$246K – 145
2018
Q4 		$246K Sell
1,839
-986
-35% -$147K 0.01% 127
2018
Q3 		$476K Hold
2,825
– – 0.03% 96
2018
Q2 		$463K Buy
2,825
+1,067
+61% +$171K 0.03% 95
2018
Q1 		$266K Hold
1,758
– – 0.02% 109
2017
Q4 		$268K Sell
1,758
-275
-14% -$41.3K 0.02% 104
2017
Q3 		$301K Hold
2,033
– – 0.02% 96
2017
Q2 		$286K Hold
2,033
– – 0.02% 94
2017
Q1 		$279K Hold
2,033
– – 0.02% 80
2016
Q4 		$274K Buy
+2,033
New +$260K 0.02% 77

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fairview Capital Investment Management's IWM Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 8.8% in Q1 2026, selling an estimated $36.1K and leaving 1,443 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #150.

Fairview Capital Investment Management first reported a position in IWM in Q4 2016 and has held it in 28 quarters since. The position peaked at $500K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Fairview Capital Investment Management held 1,443 shares of iShares Russell 2000 ETF worth $358K as of Q1 2026.
  • Fairview Capital Investment Management sold 140 iShares Russell 2000 ETF shares in Q1 2026, an estimated $36.1K.
  • iShares Russell 2000 ETF made up 0.02% of Fairview Capital Investment Management's portfolio in Q1 2026, its #150 holding.
  • Fairview Capital Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 28 quarters since.
  • Fairview Capital Investment Management's iShares Russell 2000 ETF position peaked at $500K in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.