Flaharty Asset Management’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 | – | Sell |
-2,512
| Closed | -$623K | – | 85 |
|
|
2026
Q1 | $623K | Hold |
2,512
| – | – | 0.08% | 75 |
|
|
2025
Q4 | $618K | Hold |
2,512
| – | – | 0.08% | 74 |
|
|
2025
Q3 | $608K | Hold |
2,512
| – | – | 0.08% | 71 |
|
|
2025
Q2 | $542K | Sell |
2,512
-256
| -9% | -$51.5K | 0.07% | 67 |
|
|
2025
Q1 | $552K | Sell |
2,768
-354
| -11% | -$76.8K | 0.08% | 65 |
|
|
2024
Q4 | $690K | Buy |
3,122
+1,638
| +110% | +$373K | 0.1% | 62 |
|
|
2024
Q3 | $328K | Sell |
1,484
-23
| -2% | -$4.92K | 0.05% | 86 |
|
|
2024
Q2 | $306K | Sell |
1,507
-1,845
| -55% | -$373K | 0.05% | 87 |
|
|
2024
Q1 | $705K | Sell |
3,352
-149
| -4% | -$29.7K | 0.1% | 62 |
|
|
2023
Q4 | $703K | Buy |
3,501
+848
| +32% | +$152K | 0.11% | 59 |
|
|
2023
Q3 | $469K | Hold |
2,653
| – | – | 0.08% | 66 |
|
|
2023
Q2 | $497K | Sell |
2,653
-897
| -25% | -$160K | 0.09% | 62 |
|
|
2023
Q1 | $633K | Sell |
3,550
-80
| -2% | -$14.7K | 0.11% | 55 |
|
|
2022
Q4 | $633K | Sell |
3,630
-37
| -1% | -$6.58K | 0.12% | 59 |
|
|
2022
Q3 | $605K | Buy |
3,667
+600
| +20% | +$109K | 0.12% | 58 |
|
|
2022
Q2 | $519K | Sell |
3,067
-352
| -10% | -$64.9K | 0.11% | 65 |
|
|
2022
Q1 | $702K | Buy |
3,419
+91
| +3% | +$18.6K | 0.13% | 52 |
|
|
2021
Q4 | $740K | Buy |
3,328
+1
| +0% | +$226 | 0.14% | 55 |
|
|
2021
Q3 | $728K | Buy |
3,327
+676
| +25% | +$150K | 0.15% | 56 |
|
|
2021
Q2 | $608K | Buy |
2,651
+1
| +0% | +$225 | 0.13% | 64 |
|
|
2021
Q1 | $586K | Hold |
2,650
| – | – | 0.14% | 60 |
|
|
2020
Q4 | $520K | Sell |
2,650
-750
| -22% | -$131K | 0.13% | 63 |
|
|
2020
Q3 | $509K | Sell |
3,400
-234
| -6% | -$35.2K | 0.16% | 44 |
|
|
2020
Q2 | $520K | Buy |
3,634
+1
| +0% | +$131 | 0.18% | 42 |
|
|
2020
Q1 | $415K | Buy |
3,633
+304
| +9% | +$45.3K | 0.19% | 42 |
|
|
2019
Q4 | $551K | Sell |
3,329
-19
| -0.6% | -$3K | 0.2% | 40 |
|
|
2019
Q3 | $507K | Buy |
3,348
+21
| +0.6% | +$3.21K | 0.19% | 45 |
|
|
2019
Q2 | $517K | Sell |
3,327
-13
| -0.4% | -$2K | 0.2% | 43 |
|
|
2019
Q1 | $511K | Buy |
3,340
+117
| +4% | +$17.6K | 0.21% | 43 |
|
|
2018
Q4 | $432K | Sell |
3,223
-83
| -3% | -$12.4K | 0.18% | 46 |
|
|
2018
Q3 | $550K | Buy |
3,306
+2
| +0.1% | +$338 | 0.21% | 39 |
|
|
2018
Q2 | $541K | Sell |
3,304
-33
| -1% | -$5.28K | 0.21% | 36 |
|
|
2018
Q1 | $494K | Buy |
3,337
+1
| +0% | +$154 | 0.21% | 50 |
|
|
2017
Q4 | $517K | Buy |
3,336
+13
| +0.4% | +$1.95K | 0.23% | 42 |
|
|
2017
Q3 | $496K | Buy |
3,323
+3,320
| +110,667% | +$467K | 0.26% | 38 |
|
|
2017
Q2 | $465 | Sell |
3
-3,316
| -100% | -$459K | 0.26% | 38 |
|
|
2017
Q1 | $446K | Buy |
+3,319
| New | +$453K | 0.28% | 34 |
|
Other funds holding IWM
Flaharty Asset Management's IWM Position: Q2 2026 in Review
Flaharty Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 2,512 shares — an estimated $623K sold.
Flaharty Asset Management first reported a position in IWM in Q1 2017 and held it in 37 quarters. The position peaked at $740K in Q4 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Flaharty Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
- Flaharty Asset Management sold 2,512 iShares Russell 2000 ETF shares in Q2 2026, an estimated $623K.
- Flaharty Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 37 quarters.
- Flaharty Asset Management's iShares Russell 2000 ETF position peaked at $740K in Q4 2021.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.