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Lee, Danner & Bass’s iShares Russell 2000 ETF IWM Stock Holding History

Lee, Danner & Bass’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 		$851K Sell
2,834
-255
-8% -$71.7K 0.05% 165
2026
Q1 		$766K Buy
3,089
+21
+0.7% +$5.42K 0.05% 164
2025
Q4 		$755K Buy
3,068
+81
+3% +$19.9K 0.05% 152
2025
Q3 		$723K Buy
2,987
+258
+9% +$59.2K 0.05% 152
2025
Q2 		$589K Hold
2,729
– – 0.05% 157
2025
Q1 		$544K Buy
2,729
+153
+6% +$33.2K 0.04% 161
2024
Q4 		$569K Buy
2,576
+898
+54% +$205K 0.05% 161
2024
Q3 		$371K Sell
1,678
-2
-0.1% -$428 0.03% 185
2024
Q2 		$341K Buy
+1,680
New +$340K 0.03% 181
2023
Q4 		$335K Sell
1,667
-15
-0.9% -$2.69K 0.03% 180
2023
Q3 		$297K Hold
1,682
– – 0.03% 183
2023
Q2 		$315K Hold
1,682
– – 0.03% 179
2023
Q1 		$300K Hold
1,682
– – 0.03% 180
2022
Q4 		$293K Hold
1,682
– – 0.03% 178
2022
Q3 		$277K Sell
1,682
-45
-3% -$8.21K 0.03% 178
2022
Q2 		$292K Buy
1,727
+249
+17% +$45.9K 0.03% 176
2022
Q1 		$303K Buy
1,478
+179
+14% +$36.5K 0.03% 175
2021
Q4 		$289K Hold
1,299
– – 0.02% 177
2021
Q3 		$284K Hold
1,299
– – 0.03% 178
2021
Q2 		$298K Buy
1,299
+150
+13% +$33.7K 0.03% 177
2021
Q1 		$254K Hold
1,149
– – 0.02% 176
2020
Q4 		$225K Buy
+1,149
New +$201K 0.02% 173
2018
Q1 		– Sell
-1,849
Closed -$282K – 176
2017
Q4 		$282K Buy
+1,849
New +$278K 0.03% 159
2014
Q3 		– Sell
-2,000
Closed -$238K – 161
2014
Q2 		$238K Sell
2,000
-53
-3% -$6.02K 0.03% 146
2014
Q1 		$239K Buy
2,053
+53
+3% +$6.11K 0.03% 142
2013
Q4 		$231K Hold
2,000
– – 0.03% 139
2013
Q3 		$213K Buy
+2,000
New +$207K 0.03% 140

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Lee, Danner & Bass's IWM Position: Q2 2026 in Review

Lee, Danner & Bass reduced its iShares Russell 2000 ETF (IWM) stake by 8.3% in Q2 2026, selling an estimated $71.7K and leaving 2,834 shares worth $851K. The position accounts for 0.05% of the portfolio, ranked #165.

Lee, Danner & Bass first reported a position in IWM in Q3 2013 and has held it in 27 quarters since. 1,107 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Lee, Danner & Bass held 2,834 shares of iShares Russell 2000 ETF worth $851K as of Q2 2026.
  • Lee, Danner & Bass sold 255 iShares Russell 2000 ETF shares in Q2 2026, an estimated $71.7K.
  • iShares Russell 2000 ETF made up 0.05% of Lee, Danner & Bass's portfolio in Q2 2026, its #165 holding.
  • Lee, Danner & Bass first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 27 quarters since.
  • 1,107 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.