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

Ironwood 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	$2.17M	Sell	7,231 -13	-0.2%	-$3.65K	0.75%	37
2026 Q1	$1.8M	Sell	7,244 -18,228	-72%	-$4.7M	0.75%	40
2025 Q4	$6.27M	Buy	25,472 +901	+4%	+$222K	2.64%	4
2025 Q3	$5.95M	Sell	24,571 -7,815	-24%	-$1.79M	2.59%	4
2025 Q2	$6.99M	Sell	32,386 -2,552	-7%	-$514K	3.4%	3
2025 Q1	$6.97M	Sell	34,938 -4,568	-12%	-$991K	3.8%	3
2024 Q4	$8.73M	Buy	39,506 +2,861	+8%	+$652K	4.35%	2
2024 Q3	$8.09M	Buy	36,645 +3,021	+9%	+$646K	3.94%	3
2024 Q2	$6.82M	Buy	+33,624	New	+$6.8M	3.65%	3
2024 Q1	–	Sell	-2,141	Closed	-$430K	–	175
2023 Q4	$430K	Buy	+2,141	New	+$384K	0.23%	104
2023 Q3	–	Sell	-1,330	Closed	-$249K	–	167
2023 Q2	$249K	Sell	1,330 -2,298	-63%	-$410K	0.14%	137
2023 Q1	$647K	Sell	3,628 -3,735	-51%	-$688K	0.4%	82
2022 Q4	$1.28M	Buy	7,363 +5,335	+263%	+$949K	0.85%	39
2022 Q3	$334K	Buy	+2,028	New	+$370K	0.23%	120
2022 Q1	–	Sell	-2,646	Closed	-$589K	–	174
2021 Q4	$589K	Buy	+2,646	New	+$598K	0.29%	110
2021 Q1	–	Sell	-1,167	Closed	-$229K	–	172
2020 Q4	$229K	Buy	+1,167	New	+$204K	0.13%	151
2020 Q1	–	Sell	-2,953	Closed	-$489K	–	165
2019 Q4	$489K	Buy	+2,953	New	+$467K	0.34%	102
2019 Q1	–	Sell	-4,759	Closed	-$637K	–	154
2018 Q4	$637K	Buy	+4,759	New	+$710K	0.59%	59
2018 Q1	–	Sell	-2,870	Closed	-$438K	–	161
2017 Q4	$438K	Buy	+2,870	New	+$431K	0.31%	117
2017 Q1	–	Sell	-3,420	Closed	-$461K	–	165
2016 Q4	$461K	Buy	+3,420	New	+$437K	0.34%	107

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ironwood Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q2 2026, selling an estimated $3.65K and leaving 7,231 shares worth $2.17M. The position accounts for 0.75% of the portfolio, ranked #37.

Ironwood Investment Management first reported a position in IWM in Q4 2016 and has held it in 20 quarters since. The position peaked at $8.73M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ironwood Investment Management held 7,231 shares of iShares Russell 2000 ETF worth $2.17M as of Q2 2026.
Ironwood Investment Management sold 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 ETF made up 0.75% of Ironwood Investment Management's portfolio in Q2 2026, its #37 holding.
Ironwood Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 20 quarters since.
Ironwood Investment Management's iShares Russell 2000 ETF position peaked at $8.73M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.