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KCM Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

KCM Investment Advisors’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
Q1 		$2.4M Buy
9,678
+558
+6% +$144K 0.08% 143
2025
Q4 		$2.24M Buy
9,120
+4,468
+96% +$1.1M 0.07% 153
2025
Q3 		$1.13M Hold
4,652
– – 0.04% 209
2025
Q2 		$1M Sell
4,652
-5,132
-52% -$1.03M 0.03% 213
2025
Q1 		$1.95M Buy
9,784
+2,216
+29% +$481K 0.07% 153
2024
Q4 		$1.67M Buy
7,568
+3,272
+76% +$746K 0.06% 172
2024
Q3 		$949K Buy
4,296
+382
+10% +$81.7K 0.03% 215
2024
Q2 		$794K Buy
3,914
+167
+4% +$33.8K 0.03% 227
2024
Q1 		$788K Buy
3,747
+966
+35% +$193K 0.03% 226
2023
Q4 		$558K Sell
2,781
-10
-0.4% -$1.79K 0.02% 245
2023
Q3 		$493K Hold
2,791
– – 0.02% 248
2023
Q2 		$523K Sell
2,791
-13
-0.5% -$2.32K 0.02% 255
2023
Q1 		$500K Sell
2,804
-33
-1% -$6.08K 0.02% 271
2022
Q4 		$495K Sell
2,837
-65
-2% -$11.6K 0.02% 265
2022
Q3 		$479K Buy
2,902
+20
+0.7% +$3.65K 0.02% 253
2022
Q2 		$488K Buy
2,882
+24
+0.8% +$4.42K 0.02% 264
2022
Q1 		$587K Sell
2,858
-522
-15% -$106K 0.02% 263
2021
Q4 		$752K Buy
3,380
+70
+2% +$15.8K 0.03% 238
2021
Q3 		$724K Hold
3,310
– – 0.03% 226
2021
Q2 		$759K Sell
3,310
-359
-10% -$80.7K 0.03% 225
2021
Q1 		$811K Buy
3,669
+609
+20% +$133K 0.04% 217
2020
Q4 		$600K Buy
3,060
+250
+9% +$43.7K 0.03% 220
2020
Q3 		$421K Sell
2,810
-120
-4% -$18.1K 0.02% 228
2020
Q2 		$420K Sell
2,930
-250
-8% -$32.8K 0.02% 242
2020
Q1 		$364K Sell
3,180
-263
-8% -$39.2K 0.02% 244
2019
Q4 		$570K Buy
3,443
+108
+3% +$17.1K 0.03% 228
2019
Q3 		$505K Sell
3,335
-95
-3% -$14.5K 0.03% 233
2019
Q2 		$533K Buy
3,430
+650
+23% +$100K 0.03% 227
2019
Q1 		$426K Hold
2,780
– – 0.03% 244
2018
Q4 		$372K Hold
2,780
– – 0.02% 375
2018
Q3 		$469K Hold
2,780
– – 0.03% 365
2018
Q2 		$455K Sell
2,780
-756
-21% -$121K 0.03% 365
2018
Q1 		$537K Hold
3,536
– – 0.03% 343
2017
Q4 		$539K Sell
3,536
-100
-3% -$15K 0.03% 343
2017
Q3 		$539K Hold
3,636
– – 0.03% 342
2017
Q2 		$512K Sell
3,636
-115
-3% -$15.9K 0.03% 350
2017
Q1 		$516K Sell
3,751
-505
-12% -$69K 0.03% 358
2016
Q4 		$574K Sell
4,256
-127
-3% -$16.2K 0.04% 330
2016
Q3 		$544K Buy
4,383
+359
+9% +$43.6K 0.04% 348
2016
Q2 		$463K Buy
4,024
+344
+9% +$38.8K 0.03% 362
2016
Q1 		$407K Buy
3,680
+117
+3% +$12.1K 0.03% 373
2015
Q4 		$401K Sell
3,563
-819
-19% -$94.5K 0.03% 375
2015
Q3 		$479K Sell
4,382
-7,221
-62% -$856K 0.04% 350
2015
Q2 		$1.45M Buy
11,603
+1,200
+12% +$150K 0.12% 210
2015
Q1 		$1.29M Buy
10,403
+310
+3% +$37.4K 0.1% 218
2014
Q4 		$1.21M Buy
10,093
+2,544
+34% +$291K 0.1% 222
2014
Q3 		$825K Buy
7,549
+32
+0.4% +$3.66K 0.08% 249
2014
Q2 		$893K Buy
7,517
+4,676
+165% +$531K 0.08% 240
2014
Q1 		$331K Buy
2,841
+106
+4% +$12.2K 0.03% 360
2013
Q4 		$316K Buy
2,735
+1
+0% +$110 0.03% 356
2013
Q3 		$291K Buy
2,734
+1
+0% +$103 0.03% 359
2013
Q2 		$265K Buy
+2,733
New +$261K 0.03% 372

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KCM Investment Advisors's IWM Position: Q1 2026 in Review

KCM Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 6.1% in Q1 2026, buying an estimated $144K and bringing the position to 9,678 shares worth $2.4M. The position accounts for 0.08% of the portfolio, ranked #143.

KCM Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • KCM Investment Advisors held 9,678 shares of iShares Russell 2000 ETF worth $2.4M as of Q1 2026.
  • KCM Investment Advisors bought 558 iShares Russell 2000 ETF shares in Q1 2026, an estimated $144K.
  • iShares Russell 2000 ETF made up 0.08% of KCM Investment Advisors's portfolio in Q1 2026, its #143 holding.
  • KCM Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.