Hillsdale Investment 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
$1.5K Hold
5
– – ﹤0.01% 641
2026
Q1
$1.24K Hold
5
– – ﹤0.01% 650
2025
Q4
$1.23K Hold
5
– – ﹤0.01% 649
2025
Q3
$1.21K Hold
5
– – ﹤0.01% 633
2025
Q2
$1.08K Hold
5
– – ﹤0.01% 610
2025
Q1
$997 Hold
5
– – ﹤0.01% 592
2024
Q4
$1.1K Hold
5
– – ﹤0.01% 575
2024
Q3
$1.1K Hold
5
– – ﹤0.01% 585
2024
Q2
$1.01K Hold
5
– – ﹤0.01% 574
2024
Q1
$1.05K Hold
5
– – ﹤0.01% 581
2023
Q4
$1K Hold
5
– – ﹤0.01% 558
2023
Q3
$884 Hold
5
– – ﹤0.01% 558
2023
Q2
$936 Hold
5
– – ﹤0.01% 549
2023
Q1
$892 Hold
5
– – ﹤0.01% 550
2022
Q4
$872 Hold
5
– – ﹤0.01% 544
2022
Q3
$1K Hold
5
– – ﹤0.01% 536
2022
Q2
$1K Sell
5
-5
-50% -$922 ﹤0.01% 535
2022
Q1
$2K Hold
10
– – ﹤0.01% 544
2021
Q4
$2K Hold
10
– – ﹤0.01% 552
2021
Q3
$2K Hold
10
– – ﹤0.01% 550
2021
Q2
$2K Hold
10
– – ﹤0.01% 559
2021
Q1
$2K Hold
10
– – ﹤0.01% 525
2020
Q4
$2K Hold
10
– – ﹤0.01% 573
2020
Q3
$1K Hold
10
– – ﹤0.01% 566
2020
Q2
$1K Hold
10
– – ﹤0.01% 552
2020
Q1
$1K Hold
10
– – ﹤0.01% 583
2019
Q4
$2K Hold
10
– – ﹤0.01% 574
2019
Q3
$2K Hold
10
– – ﹤0.01% 594
2019
Q2
$2K Hold
10
– – ﹤0.01% 584
2019
Q1
$2K Hold
10
– – ﹤0.01% 582
2018
Q4
$1K Hold
10
– – ﹤0.01% 573
2018
Q3
$2K Hold
10
– – ﹤0.01% 457
2018
Q2
$2K Hold
10
– – ﹤0.01% 469
2018
Q1
$2K Hold
10
– – ﹤0.01% 440
2017
Q4
$2K Sell
10
-160
-94% -$24K ﹤0.01% 453
2017
Q3
$25K Hold
170
– – ﹤0.01% 326
2017
Q2
$24K Hold
170
– – ﹤0.01% 322
2017
Q1
$23K Hold
170
– – ﹤0.01% 317
2016
Q4
$23K Sell
170
-40
-19% -$5.11K ﹤0.01% 322
2016
Q3
$26K Hold
210
– – 0.01% 349
2016
Q2
$24K Hold
210
– – 0.01% 365
2016
Q1
$23K Sell
210
-300
-59% -$31.1K 0.01% 350
2015
Q4
$57K Buy
+510
New +$58.8K 0.02% 335

Other funds holding IWM

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

Hillsdale Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Hillsdale Investment Management first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. The position peaked at $57K in Q4 2015. 2,739 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Hillsdale Investment Management held 5 shares of iShares Russell 2000 ETF worth $1.5K as of Q2 2026.
  • Hillsdale Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #641 holding.
  • Hillsdale Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • Hillsdale Investment Management's iShares Russell 2000 ETF position peaked at $57K in Q4 2015.
  • 2,739 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.