M. Kraus & Co’s iShares Russell 2000 ETF IWM Stock Holding History

M. Kraus & Co’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	$701K	Sell	2,825 -100	-3%	-$25.8K	0.2%	49
2025 Q4	$720K	Hold	2,925	–	–	0.2%	49
2025 Q3	$708K	Hold	2,925	–	–	0.2%	50
2025 Q2	$631K	Hold	2,925	–	–	0.19%	50
2025 Q1	$584K	Sell	2,925 -250	-8%	-$54.2K	0.18%	52
2024 Q4	$702K	Hold	3,175	–	–	0.21%	48
2024 Q3	$701K	Sell	3,175 -450	-12%	-$96.3K	0.21%	46
2024 Q2	$735K	Buy	3,625 +125	+4%	+$25.3K	0.23%	44
2024 Q1	$736K	Hold	3,500	–	–	0.22%	44
2023 Q4	$702K	Hold	3,500	–	–	0.23%	43
2023 Q3	$619K	Sell	3,500 -64	-2%	-$12K	0.22%	44
2023 Q2	$667K	Sell	3,564 -511	-13%	-$91.1K	0.22%	44
2023 Q1	$727K	Sell	4,075 -460	-10%	-$84.7K	0.26%	42
2022 Q4	$791K	Hold	4,535	–	–	0.29%	40
2022 Q3	$748K	Hold	4,535	–	–	0.31%	41
2022 Q2	$768K	Sell	4,535 -277	-6%	-$51.1K	0.3%	41
2022 Q1	$988K	Buy	4,812 +1,277	+36%	+$260K	0.33%	37
2021 Q4	$786K	Hold	3,535	–	–	0.25%	40
2021 Q3	$773K	Hold	3,535	–	–	0.28%	40
2021 Q2	$811K	Buy	3,535 +342	+11%	+$76.9K	0.29%	40
2021 Q1	$705K	Buy	+3,193	New	+$697K	0.27%	41

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

M. Kraus & Co's IWM Position: Q1 2026 in Review

M. Kraus & Co reduced its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q1 2026, selling an estimated $25.8K and leaving 2,825 shares worth $701K. The position accounts for 0.2% of the portfolio, ranked #49.

M. Kraus & Co first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $988K in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

M. Kraus & Co held 2,825 shares of iShares Russell 2000 ETF worth $701K as of Q1 2026.
M. Kraus & Co sold 100 iShares Russell 2000 ETF shares in Q1 2026, an estimated $25.8K.
iShares Russell 2000 ETF made up 0.2% of M. Kraus & Co's portfolio in Q1 2026, its #49 holding.
M. Kraus & Co first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
M. Kraus & Co's iShares Russell 2000 ETF position peaked at $988K in Q1 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on M. Kraus & Co's 13F filing for Q1 2026, filed 14 Apr 2026.