Middleton & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Middleton & 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	$1.2M	Sell	4,829 -1	-0%	-$258	0.14%	90
2025 Q4	$1.19M	Hold	4,830	–	–	0.13%	87
2025 Q3	$1.17M	Sell	4,830 -25	-0.5%	-$5.74K	0.13%	91
2025 Q2	$1.05M	Sell	4,855 -1,100	-18%	-$221K	0.12%	95
2025 Q1	$1.19M	Sell	5,955 -120	-2%	-$26K	0.14%	89
2024 Q4	$1.34M	Sell	6,075 -555	-8%	-$127K	0.15%	86
2024 Q3	$1.46M	Hold	6,630	–	–	0.16%	85
2024 Q2	$1.35M	Sell	6,630 -43	-0.6%	-$8.69K	0.16%	85
2024 Q1	$1.4M	Hold	6,673	–	–	0.16%	88
2023 Q4	$1.34M	Sell	6,673 -796	-11%	-$143K	0.17%	85
2023 Q3	$1.32M	Buy	7,469 +4	+0.1%	+$751	0.18%	82
2023 Q2	$1.4M	Hold	7,465	–	–	0.19%	80
2023 Q1	$1.33M	Hold	7,465	–	–	0.19%	82
2022 Q4	$1.3M	Sell	7,465 -750	-9%	-$133K	0.19%	87
2022 Q3	$1.35M	Sell	8,215 -1,350	-14%	-$246K	0.21%	81
2022 Q2	$1.62M	Hold	9,565	–	–	0.21%	81
2022 Q1	$1.96M	Hold	9,565	–	–	0.21%	80
2021 Q4	$2.13M	Sell	9,565 -170	-2%	-$38.4K	0.21%	82
2021 Q3	$2.13M	Sell	9,735 -10	-0.1%	-$2.22K	0.23%	78
2021 Q2	$2.23M	Buy	9,745 +15	+0.2%	+$3.37K	0.24%	77
2021 Q1	$2.15M	Sell	9,730 -13	-0.1%	-$2.84K	0.24%	74
2020 Q4	$1.91M	Sell	9,743 -100	-1%	-$17.5K	0.23%	77
2020 Q3	$1.47M	Sell	9,843 -290	-3%	-$43.6K	0.2%	82
2020 Q2	$1.45M	Sell	10,133 -275	-3%	-$36.1K	0.21%	83
2020 Q1	$1.19M	Sell	10,408 -30	-0.3%	-$4.47K	0.21%	83
2019 Q4	$1.73M	Sell	10,438 -95	-0.9%	-$15K	0.25%	77
2019 Q3	$1.59M	Sell	10,533 -300	-3%	-$45.8K	0.25%	78
2019 Q2	$1.69M	Buy	10,833 +363	+3%	+$56K	0.26%	77
2019 Q1	$1.6M	Sell	10,470 -300	-3%	-$45.1K	0.26%	79
2018 Q4	$1.44M	Sell	10,770 -260	-2%	-$38.8K	0.27%	76
2018 Q3	$1.86M	Buy	11,030 +200	+2%	+$33.8K	0.29%	76
2018 Q2	$1.77M	Sell	10,830 -130	-1%	-$20.8K	0.3%	76
2018 Q1	$1.66M	Sell	10,960 -475	-4%	-$73.4K	0.3%	82
2017 Q4	$1.74M	Hold	11,435	–	–	0.29%	83
2017 Q3	$1.69M	Buy	11,435 +2,160	+23%	+$304K	0.31%	80
2017 Q2	$1.31M	Sell	9,275 -85	-0.9%	-$11.8K	0.28%	74
2017 Q1	$1.29M	Sell	9,360 -10	-0.1%	-$1.37K	0.28%	74
2016 Q4	$1.26M	Sell	9,370 -30	-0.3%	-$3.83K	0.29%	80
2016 Q3	$1.17M	Hold	9,400	–	–	0.26%	84
2016 Q2	$1.08M	Buy	9,400 +25	+0.3%	+$2.82K	0.25%	83
2016 Q1	$1.04M	Sell	9,375 -1,355	-13%	-$140K	0.24%	79
2015 Q4	$1.21M	Sell	10,730 -25	-0.2%	-$2.88K	0.27%	72
2015 Q3	$1.17M	Buy	10,755 +75	+0.7%	+$8.89K	0.28%	75
2015 Q2	$1.33M	Buy	10,680 +1,075	+11%	+$134K	0.29%	72
2015 Q1	$1.2M	Hold	9,605	–	–	0.26%	80
2014 Q4	$1.15M	Buy	9,605 +250	+3%	+$28.6K	0.26%	80
2014 Q3	$1.02M	Sell	9,355 -650	-6%	-$74.4K	0.24%	83
2014 Q2	$1.19M	Buy	10,005 +390	+4%	+$44.3K	0.27%	81
2014 Q1	$1.12M	Buy	+9,615	New	+$1.11M	0.26%	80
2013 Q4	–	Sell	-9,940	Closed	-$1.06M	–	144
2013 Q3	$1.06M	Buy	9,940 +740	+8%	+$76.6K	0.28%	76
2013 Q2	$892K	Buy	+9,200	New	+$879K	0.26%	77

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

Middleton & Co's IWM Position: Q1 2026 in Review

Middleton & Co reduced its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q1 2026, selling an estimated $258 and leaving 4,829 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #90.

Middleton & Co first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.23M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Middleton & Co held 4,829 shares of iShares Russell 2000 ETF worth $1.2M as of Q1 2026.
Middleton & Co sold 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
iShares Russell 2000 ETF made up 0.14% of Middleton & Co's portfolio in Q1 2026, its #90 holding.
Middleton & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
Middleton & Co's iShares Russell 2000 ETF position peaked at $2.23M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.