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Little House Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Little House Capital’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 		$461K Sell
1,857
-1
-0.1% -$258 0.12% 104
2025
Q4 		$457K Hold
1,858
– – 0.11% 101
2025
Q3 		$449K Hold
1,858
– – 0.1% 111
2025
Q2 		$401K Sell
1,858
-36
-2% -$7.24K 0.1% 107
2025
Q1 		$378K Sell
1,894
-60,485
-97% -$13.1M 0.1% 116
2024
Q4 		$13.8M Sell
62,379
-701
-1% -$160K 3.94% 5
2024
Q3 		$13.9M Buy
63,080
+2,063
+3% +$441K 4% 3
2024
Q2 		$12.4M Sell
61,017
-197
-0.3% -$39.8K 3.87% 3
2024
Q1 		$12.9M Buy
61,214
+2,687
+5% +$536K 4.26% 3
2023
Q4 		$11.7M Sell
58,527
-5,431
-8% -$973K 4.28% 3
2023
Q3 		$11.3M Buy
63,958
+2,764
+5% +$519K 4.64% 3
2023
Q2 		$11.5M Buy
61,194
+3,167
+5% +$565K 4.87% 3
2023
Q1 		$10.4M Buy
58,027
+14,512
+33% +$2.67M 4.87% 3
2022
Q4 		$7.59M Buy
43,515
+41,633
+2,212% +$7.4M 3.75% 6
2022
Q3 		$310K Buy
+1,882
New +$343K 0.17% 98
2022
Q2 		– Sell
-1,047
Closed -$215K – 131
2022
Q1 		$215K Sell
1,047
-467
-31% -$95.3K 0.11% 130
2021
Q4 		$337K Buy
1,514
+250
+20% +$56.5K 0.18% 114
2021
Q3 		$277K Hold
1,264
– – 0.16% 118
2021
Q2 		$290K Sell
1,264
-18,105
-93% -$4.07M 0.16% 121
2021
Q1 		$4.28M Buy
19,369
+17,856
+1,180% +$3.9M 1.51% 20
2020
Q4 		$296K Buy
+1,513
New +$265K 0.22% 86
2020
Q3 		– Sell
-1,483
Closed -$212K – 94
2020
Q2 		$212K Buy
+1,483
New +$195K 0.2% 86
2020
Q1 		– Sell
-1,671
Closed -$276K – 95
2019
Q4 		$276K Buy
+1,671
New +$264K 0.24% 81
2019
Q3 		– Sell
-1,370
Closed -$212 – 108
2019
Q2 		$212 Hold
1,370
– – 0.14% 100
2019
Q1 		$209K Buy
+1,370
New +$206K 0.16% 98

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

Little House Capital's IWM Position: Q1 2026 in Review

Little House Capital reduced its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q1 2026, selling an estimated $258 and leaving 1,857 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #104.

Little House Capital first reported a position in IWM in Q1 2019 and has held it in 25 quarters since. The position peaked at $13.9M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Little House Capital held 1,857 shares of iShares Russell 2000 ETF worth $461K as of Q1 2026.
  • Little House Capital sold 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
  • iShares Russell 2000 ETF made up 0.12% of Little House Capital's portfolio in Q1 2026, its #104 holding.
  • Little House Capital first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 25 quarters since.
  • Little House Capital's iShares Russell 2000 ETF position peaked at $13.9M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.