L. Roy Papp & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

L. Roy Papp & Associates’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	$445K	Buy	1,480 +563	+61%	+$158K	0.05%	141
2026 Q1	$227K	Hold	917	–	–	0.03%	175
2025 Q4	$226K	Hold	917	–	–	0.03%	179
2025 Q3	$222K	Buy	+917	New	+$210K	0.02%	177
2025 Q1	–	Sell	-1,046	Closed	-$231K	–	177
2024 Q4	$231K	Hold	1,046	–	–	0.03%	169
2024 Q3	$231K	Sell	1,046 -35	-3%	-$7.49K	0.03%	169
2024 Q2	$219K	Hold	1,081	–	–	0.03%	166
2024 Q1	$227K	Buy	+1,081	New	+$216K	0.03%	168
2022 Q2	–	Sell	-974	Closed	-$200K	–	175
2022 Q1	$200K	Hold	974	–	–	0.03%	172
2021 Q4	$217K	Buy	+974	New	+$220K	0.02%	170
2015 Q2	–	Sell	-3,766	Closed	-$468K	–	147
2015 Q1	$468K	Hold	3,766	–	–	0.1%	110
2014 Q4	$450K	Hold	3,766	–	–	0.1%	112
2014 Q3	$412K	Hold	3,766	–	–	0.1%	110
2014 Q2	$447K	Hold	3,766	–	–	0.1%	108
2014 Q1	$438K	Sell	3,766 -93	-2%	-$10.7K	0.1%	104
2013 Q4	$445K	Hold	3,859	–	–	0.1%	105
2013 Q3	$411K	Hold	3,859	–	–	0.1%	106
2013 Q2	$374K	Buy	+3,859	New	+$369K	0.09%	105

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

L. Roy Papp & Associates's IWM Position: Q2 2026 in Review

L. Roy Papp & Associates increased its iShares Russell 2000 ETF (IWM) stake by 61% in Q2 2026, buying an estimated $158K and bringing the position to 1,480 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #141.

L. Roy Papp & Associates first reported a position in IWM in Q2 2013 and has held it in 18 quarters since. The position peaked at $468K in Q1 2015. 970 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

L. Roy Papp & Associates held 1,480 shares of iShares Russell 2000 ETF worth $445K as of Q2 2026.
L. Roy Papp & Associates bought 563 iShares Russell 2000 ETF shares in Q2 2026, an estimated $158K.
iShares Russell 2000 ETF made up 0.05% of L. Roy Papp & Associates's portfolio in Q2 2026, its #141 holding.
L. Roy Papp & Associates first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 18 quarters since.
L. Roy Papp & Associates's iShares Russell 2000 ETF position peaked at $468K in Q1 2015.
970 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.