Manchester Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Manchester Capital Management’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
2021 Q1	–	Sell	-10,000	Closed	-$1.96M	–	714
2020 Q4	$1.96M	Sell	10,000 -4,600	-32%	-$805K	0.3%	45
2020 Q3	$2.19M	Buy	14,600 +12,700	+668%	+$1.91M	0.34%	42
2020 Q2	$272K	Sell	1,900 -56,000	-97%	-$7.35M	0.04%	209
2020 Q1	$6.63M	Buy	+57,900	New	+$8.63M	1.06%	10
2019 Q3	–	Sell	-13,800	Closed	-$2.15M	–	535
2019 Q2	$2.15M	Hold	13,800	–	–	0.28%	45
2019 Q1	$2.11M	Buy	+13,800	New	+$2.07M	0.27%	44

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

Manchester Capital Management's IWM Position: Q1 2026 in Review

Manchester Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 35% in Q1 2026, selling an estimated $1.96M and leaving 14,224 shares worth $3.53M. The position accounts for 0.51% of the portfolio, ranked #32.

Manchester Capital Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.6M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Manchester Capital Management held 14,224 shares of iShares Russell 2000 ETF worth $3.53M as of Q1 2026.
Manchester Capital Management sold 7,597 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.96M.
iShares Russell 2000 ETF made up 0.51% of Manchester Capital Management's portfolio in Q1 2026, its #32 holding.
Manchester Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
Manchester Capital Management's iShares Russell 2000 ETF position peaked at $12.6M in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.