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

Goelzer 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
Q2 		$372K Sell
1,239
-70
-5% -$19.7K 0.02% 257
2026
Q1 		$325K Sell
1,309
-60
-4% -$15.5K 0.02% 259
2025
Q4 		$337K Sell
1,369
-494
-27% -$121K 0.02% 236
2025
Q3 		$451K Hold
1,863
– – 0.02% 198
2025
Q2 		$402K Hold
1,863
– – 0.02% 203
2025
Q1 		$372K Hold
1,863
– – 0.02% 199
2024
Q4 		$412K Hold
1,863
– – 0.02% 191
2024
Q3 		$412K Sell
1,863
-146
-7% -$31.2K 0.02% 187
2024
Q2 		$408K Sell
2,009
-559
-22% -$113K 0.02% 189
2024
Q1 		$540K Sell
2,568
-147
-5% -$29.3K 0.03% 177
2023
Q4 		$545K Buy
2,715
+614
+29% +$110K 0.04% 177
2023
Q3 		$371K Hold
2,101
– – 0.03% 188
2023
Q2 		$393K Hold
2,101
– – 0.03% 187
2023
Q1 		$375K Sell
2,101
-40
-2% -$7.37K 0.03% 196
2022
Q4 		$373K Sell
2,141
-2,047
-49% -$364K 0.03% 203
2022
Q3 		$691K Buy
4,188
+797
+24% +$145K 0.07% 157
2022
Q2 		$574K Buy
3,391
+1,135
+50% +$209K 0.06% 165
2022
Q1 		$463K Sell
2,256
-92
-4% -$18.8K 0.04% 181
2021
Q4 		$522K Buy
2,348
+549
+31% +$124K 0.04% 182
2021
Q3 		$394K Sell
1,799
-95
-5% -$21.1K 0.03% 188
2021
Q2 		$434K Sell
1,894
-30
-2% -$6.75K 0.04% 191
2021
Q1 		$425K Sell
1,924
-143
-7% -$31.2K 0.04% 180
2020
Q4 		$405K Sell
2,067
-1,463
-41% -$256K 0.04% 177
2020
Q3 		$529K Sell
3,530
-61
-2% -$9.18K 0.05% 195
2020
Q2 		$514K Sell
3,591
-842
-19% -$110K 0.05% 186
2020
Q1 		$507K Buy
4,433
+17
+0.4% +$2.54K 0.06% 187
2019
Q4 		$732K Sell
4,416
-425
-9% -$67.2K 0.06% 180
2019
Q3 		$733K Sell
4,841
-300
-6% -$45.8K 0.07% 173
2019
Q2 		$799K Hold
5,141
– – 0.07% 176
2019
Q1 		$787K Sell
5,141
-440
-8% -$66.1K 0.07% 184
2018
Q4 		$747K Buy
5,581
+1,397
+33% +$208K 0.1% 153
2018
Q3 		$705K Sell
4,184
-55
-1% -$9.29K 0.08% 157
2018
Q2 		$694K Sell
4,239
-1,715
-29% -$274K 0.08% 156
2018
Q1 		$904K Buy
5,954
+550
+10% +$84.9K 0.11% 152
2017
Q4 		$824K Buy
5,404
+494
+10% +$74.2K 0.09% 155
2017
Q3 		$728K Buy
4,910
+485
+11% +$68.2K 0.09% 155
2017
Q2 		$624K Buy
4,425
+72
+2% +$9.96K 0.08% 153
2017
Q1 		$598K Sell
4,353
-500
-10% -$68.3K 0.07% 153
2016
Q4 		$654K Sell
4,853
-235
-5% -$30K 0.08% 155
2016
Q3 		$632K Sell
5,088
-378
-7% -$45.9K 0.09% 158
2016
Q2 		$628K Buy
5,466
+150
+3% +$16.9K 0.09% 155
2016
Q1 		$588K Buy
5,316
+736
+16% +$76.2K 0.08% 158
2015
Q4 		$516K Buy
4,580
+1,093
+31% +$126K 0.08% 163
2015
Q3 		$381K Buy
3,487
+1,416
+68% +$168K 0.06% 165
2015
Q2 		$259K Sell
2,071
-93
-4% -$11.6K 0.04% 189
2015
Q1 		$269K Buy
2,164
+318
+17% +$38.3K 0.04% 179
2014
Q4 		$221K Sell
1,846
-2
-0.1% -$229 0.03% 191
2014
Q3 		$202K Hold
1,848
– – 0.03% 192
2014
Q2 		$220K Sell
1,848
-60
-3% -$6.81K 0.04% 186
2014
Q1 		$222K Hold
1,908
– – 0.04% 184
2013
Q4 		$220K Hold
1,908
– – 0.04% 185
2013
Q3 		$203K Sell
1,908
-2,218
-54% -$229K 0.04% 177
2013
Q2 		$400K Buy
+4,126
New +$394K 0.04% 175

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Goelzer Investment Management's IWM Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.3% in Q2 2026, selling an estimated $19.7K and leaving 1,239 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #257.

Goelzer Investment Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $904K in Q1 2018. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Goelzer Investment Management held 1,239 shares of iShares Russell 2000 ETF worth $372K as of Q2 2026.
  • Goelzer Investment Management sold 70 iShares Russell 2000 ETF shares in Q2 2026, an estimated $19.7K.
  • iShares Russell 2000 ETF made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #257 holding.
  • Goelzer Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's iShares Russell 2000 ETF position peaked at $904K in Q1 2018.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.