First Heartland Consultants’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
Q2 | $13.4M | Buy |
44,558
+24,178
| +119% | +$6.79M | 0.87% | 28 |
|
|
2026
Q1 | $5.05M | Sell |
20,380
-16,079
| -44% | -$4.15M | 0.39% | 66 |
|
|
2025
Q4 | $8.97M | Sell |
36,459
-207
| -0.6% | -$50.9K | 0.68% | 36 |
|
|
2025
Q3 | $8.87M | Buy |
36,666
+33,655
| +1,118% | +$7.72M | 0.72% | 36 |
|
|
2025
Q2 | $650K | Sell |
3,011
-1,603
| -35% | -$323K | 0.06% | 227 |
|
|
2025
Q1 | $920K | Sell |
4,614
-5,452
| -54% | -$1.18M | 0.1% | 157 |
|
|
2024
Q4 | $2.22M | Sell |
10,066
-3,896
| -28% | -$888K | 0.23% | 97 |
|
|
2024
Q3 | $3.08M | Buy |
13,962
+11,577
| +485% | +$2.48M | 0.33% | 62 |
|
|
2024
Q2 | $484 | Sell |
2,385
-651
| -21% | -$132K | 0.03% | 264 |
|
|
2024
Q1 | $639K | Sell |
3,036
-7
| -0.2% | -$1.4K | 0.07% | 216 |
|
|
2023
Q4 | $611K | Buy |
3,043
+189
| +7% | +$33.9K | 0.07% | 188 |
|
|
2023
Q3 | $504K | Sell |
2,854
-15,285
| -84% | -$2.87M | 0.06% | 209 |
|
|
2023
Q2 | $3.4M | Buy |
18,139
+16,261
| +866% | +$2.9M | 0.44% | 60 |
|
|
2023
Q1 | $335K | Sell |
1,878
-6,391
| -77% | -$1.18M | 0.05% | 259 |
|
|
2022
Q4 | $1.44M | Buy |
8,269
+6,398
| +342% | +$1.14M | 0.23% | 101 |
|
|
2022
Q3 | $308 | Buy |
1,871
+220
| +13% | +$40.1K | 0.03% | 251 |
|
|
2022
Q2 | $279K | Buy |
1,651
+136
| +9% | +$25.1K | 0.04% | 277 |
|
|
2022
Q1 | $311K | Sell |
1,515
-3,494
| -70% | -$713K | 0.05% | 258 |
|
|
2021
Q4 | $1.11K | Sell |
5,009
-3,115
| -38% | -$704K | 0.04% | 108 |
|
|
2021
Q3 | $1.78M | Sell |
8,124
-10,009
| -55% | -$2.22M | 0.27% | 85 |
|
|
2021
Q2 | $4.16M | Sell |
18,133
-1,471
| -8% | -$331K | 0.63% | 33 |
|
|
2021
Q1 | $4.33M | Buy |
19,604
+16,106
| +460% | +$3.52M | 0.69% | 41 |
|
|
2020
Q4 | $686K | Buy |
3,498
+2,015
| +136% | +$353K | 0.11% | 135 |
|
|
2020
Q3 | $222K | Buy |
+1,483
| New | +$223K | 0.04% | 261 |
|
|
2019
Q1 | – | Sell |
-21,610
| Closed | -$2.89M | – | 280 |
|
|
2018
Q4 | $2.89M | Sell |
21,610
-5,874
| -21% | -$876K | 1.08% | 29 |
|
|
2018
Q3 | $4.63M | Buy |
27,484
+21,455
| +356% | +$3.62M | 1.45% | 13 |
|
|
2018
Q2 | $987K | Sell |
6,029
-14,610
| -71% | -$2.34M | 0.35% | 76 |
|
|
2018
Q1 | $3.13M | Sell |
20,639
-16,264
| -44% | -$2.51M | 0.94% | 28 |
|
|
2017
Q4 | $5.63M | Buy |
36,903
+32,248
| +693% | +$4.84M | 1.69% | 10 |
|
|
2017
Q3 | $690K | Sell |
4,655
-158
| -3% | -$22.2K | 0.17% | 166 |
|
|
2017
Q2 | $678K | Sell |
4,813
-48,080
| -91% | -$6.65M | 0.18% | 162 |
|
|
2017
Q1 | $7.27M | Sell |
52,893
-10,710
| -17% | -$1.46M | 2.03% | 7 |
|
|
2016
Q4 | $8.58M | Buy |
63,603
+34,447
| +118% | +$4.4M | 2.6% | 2 |
|
|
2016
Q3 | $3.62M | Buy |
29,156
+25,649
| +731% | +$3.12M | 1.05% | 19 |
|
|
2016
Q2 | $403 | Sell |
3,507
-631
| -15% | -$71.2K | 0.04% | 181 |
|
|
2016
Q1 | $458K | Sell |
4,138
-12,128
| -75% | -$1.26M | 0.17% | 148 |
|
|
2015
Q4 | $1.83M | Sell |
16,266
-65,032
| -80% | -$7.5M | 0.7% | 27 |
|
|
2015
Q3 | $8.88M | Buy |
81,298
+813
| +1% | +$96.4K | 3.71% | 2 |
|
|
2015
Q2 | $10K | Buy |
80,485
+23,743
| +42% | +$2.97M | 2.73% | 4 |
|
|
2015
Q1 | $7.06M | Buy |
56,742
+52,643
| +1,284% | +$6.35M | 2.69% | 4 |
|
|
2014
Q4 | $490K | Sell |
4,099
-136
| -3% | -$15.6K | 0.2% | 141 |
|
|
2014
Q3 | $463K | Sell |
4,235
-15,499
| -79% | -$1.77M | 0.2% | 143 |
|
|
2014
Q2 | $2.35M | Sell |
19,734
-56,029
| -74% | -$6.36M | 1.06% | 18 |
|
|
2014
Q1 | $8.81M | Buy |
75,763
+6,481
| +9% | +$748K | 4.34% | 1 |
|
|
2013
Q4 | $7.99M | Buy |
69,282
+17,547
| +34% | +$1.94M | 4.5% | 1 |
|
|
2013
Q3 | $5.58M | Sell |
51,735
-12,812
| -20% | -$1.33M | 3.37% | 1 |
|
|
2013
Q2 | $6.26M | Buy |
+64,547
| New | +$6.16M | 3.64% | 1 |
|
Other funds holding IWM
First Heartland Consultants's IWM Position: Q2 2026 in Review
First Heartland Consultants increased its iShares Russell 2000 ETF (IWM) stake by 119% in Q2 2026, buying an estimated $6.79M and bringing the position to 44,558 shares worth $13.4M. The position accounts for 0.87% of the portfolio, ranked #28.
First Heartland Consultants first reported a position in IWM in Q2 2013 and has held it in 47 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- First Heartland Consultants held 44,558 shares of iShares Russell 2000 ETF worth $13.4M as of Q2 2026.
- First Heartland Consultants bought 24,178 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.79M.
- iShares Russell 2000 ETF made up 0.87% of First Heartland Consultants's portfolio in Q2 2026, its #28 holding.
- First Heartland Consultants first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 47 quarters since.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.