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
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: Q1 2026 in Review
Hillsdale Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 5 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #650.
Hillsdale Investment Management first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. The position peaked at $57K in Q4 2015. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Hillsdale Investment Management held 5 shares of iShares Russell 2000 ETF worth $1.24K as of Q1 2026.
- Hillsdale Investment Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #650 holding.
- Hillsdale Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
- Hillsdale Investment Management's iShares Russell 2000 ETF position peaked at $57K in Q4 2015.
- 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.