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Howland Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Howland Capital 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 		$614K Hold
2,044
– – 0.02% 193
2026
Q1 		$507K Buy
2,044
+38
+2% +$9.8K 0.02% 199
2025
Q4 		$494K Sell
2,006
-10
-0.5% -$2.46K 0.02% 197
2025
Q3 		$488K Buy
2,016
+410
+26% +$94.1K 0.02% 202
2025
Q2 		$347K Sell
1,606
-534
-25% -$107K 0.01% 221
2025
Q1 		$427K Sell
2,140
-83
-4% -$18K 0.02% 209
2024
Q4 		$491K Sell
2,223
-93
-4% -$21.2K 0.02% 208
2024
Q3 		$512K Buy
2,316
+110
+5% +$23.5K 0.02% 203
2024
Q2 		$448K Buy
2,206
+500
+29% +$101K 0.02% 198
2024
Q1 		$359K Sell
1,706
-100
-6% -$19.9K 0.02% 214
2023
Q4 		$362K Sell
1,806
-28
-2% -$5.02K 0.02% 211
2023
Q3 		$326K Hold
1,834
– – 0.02% 209
2023
Q2 		$343K Hold
1,834
– – 0.02% 211
2023
Q1 		$327K Sell
1,834
-69
-4% -$12.7K 0.02% 212
2022
Q4 		$332K Sell
1,903
-99
-5% -$17.6K 0.02% 204
2022
Q3 		$330K Hold
2,002
– – 0.02% 197
2022
Q2 		$339K Hold
2,002
– – 0.02% 188
2022
Q1 		$411K Hold
2,002
– – 0.02% 160
2021
Q4 		$445K Buy
2,002
+216
+12% +$48.8K 0.02% 157
2021
Q3 		$391K Hold
1,786
– – 0.02% 176
2021
Q2 		$410K Buy
1,786
+59
+3% +$13.3K 0.02% 183
2021
Q1 		$382K Sell
1,727
-30
-2% -$6.55K 0.02% 182
2020
Q4 		$344K Sell
1,757
-2
-0.1% -$350 0.02% 178
2020
Q3 		$263K Buy
1,759
+325
+23% +$48.9K 0.02% 187
2020
Q2 		$205K Buy
+1,434
New +$188K 0.01% 203
2020
Q1 		– Sell
-1,447
Closed -$240K – 207
2019
Q4 		$240K Hold
1,447
– – 0.02% 200
2019
Q3 		$219K Hold
1,447
– – 0.02% 196
2019
Q2 		$225K Sell
1,447
-36
-2% -$5.55K 0.02% 187
2019
Q1 		$227K Buy
+1,483
New +$223K 0.02% 189

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

Howland Capital Management's IWM Position: Q2 2026 in Review

Howland Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,044 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #193.

Howland Capital Management first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Howland Capital Management held 2,044 shares of iShares Russell 2000 ETF worth $614K as of Q2 2026.
  • Howland Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Howland Capital Management's portfolio in Q2 2026, its #193 holding.
  • Howland Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.