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Moisand Fitzgerald Tamayo’s iShares Russell 2000 ETF IWM Stock Holding History

Moisand Fitzgerald Tamayo’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 		$1.32M Sell
4,387
-96
-2% -$27K 0.13% 50
2026
Q1 		$1.11M Sell
4,483
-17
-0.4% -$4.38K 0.12% 52
2025
Q4 		$1.11M Sell
4,500
-80
-2% -$19.7K 0.13% 50
2025
Q3 		$1.11M Hold
4,580
– – 0.13% 50
2025
Q2 		$988K Hold
4,580
– – 0.13% 49
2025
Q1 		$914K Sell
4,580
-63
-1% -$13.7K 0.13% 51
2024
Q4 		$1.03M Sell
4,643
-144
-3% -$32.8K 0.15% 49
2024
Q3 		$1.06M Sell
4,787
-5
-0.1% -$1.07K 0.15% 50
2024
Q2 		$972K Hold
4,792
– – 0.15% 49
2024
Q1 		$1.01M Sell
4,792
-54
-1% -$10.8K 0.15% 50
2023
Q4 		$973K Sell
4,846
-217
-4% -$38.9K 0.17% 50
2023
Q3 		$895K Sell
5,063
-15
-0.3% -$2.82K 0.19% 46
2023
Q2 		$951K Sell
5,078
-2
-0% -$357 0.19% 46
2023
Q1 		$906K Hold
5,080
– – 0.19% 49
2022
Q4 		$886K Sell
5,080
-1
-0% -$178 0.2% 55
2022
Q3 		$838K Sell
5,081
-3
-0.1% -$547 0.23% 50
2022
Q2 		$861K Buy
5,084
+1,303
+34% +$240K 0.23% 48
2022
Q1 		$776K Sell
3,781
-1,443
-28% -$294K 0.35% 39
2021
Q4 		$1.16M Buy
5,224
+100
+2% +$22.6K 0.33% 45
2021
Q3 		$1.12M Buy
5,124
+14
+0.3% +$3.1K 0.38% 45
2021
Q2 		$1.17M Sell
5,110
-12
-0.2% -$2.7K 0.43% 40
2021
Q1 		$1.13M Sell
5,122
-69
-1% -$15.1K 0.49% 35
2020
Q4 		$1.02M Sell
5,191
-59
-1% -$10.3K 0.46% 37
2020
Q3 		$786K Sell
5,250
-47
-0.9% -$7.07K 0.41% 40
2020
Q2 		$758K Buy
5,297
+16
+0.3% +$2.1K 0.42% 39
2020
Q1 		$604K Sell
5,281
-756
-13% -$113K 0.39% 39
2019
Q4 		$1M Sell
6,037
-16
-0.3% -$2.53K 0.52% 33
2019
Q3 		$916K Hold
6,053
– – 0.5% 33
2019
Q2 		$941K Sell
6,053
-73
-1% -$11.3K 0.51% 33
2019
Q1 		$938K Hold
6,126
– – 0.52% 33
2018
Q4 		$820K Sell
6,126
-175
-3% -$26.1K 0.51% 33
2018
Q3 		$1.06M Buy
6,301
+131
+2% +$22.1K 0.59% 28
2018
Q2 		$1.01M Sell
6,170
-59
-0.9% -$9.44K 0.59% 28
2018
Q1 		$946K Hold
6,229
– – 0.56% 32
2017
Q4 		$950K Sell
6,229
-127
-2% -$19.1K 0.55% 28
2017
Q3 		$942K Sell
6,356
-398
-6% -$56K 0.57% 27
2017
Q2 		$952K Sell
6,754
-67
-1% -$9.27K 0.65% 26
2017
Q1 		$938K Sell
6,821
-26
-0.4% -$3.55K 0.66% 26
2016
Q4 		$923K Sell
6,847
-522
-7% -$66.7K 0.68% 27
2016
Q3 		$915K Sell
7,369
-25
-0.3% -$3.04K 0.69% 28
2016
Q2 		$850K Sell
7,394
-399
-5% -$45K 0.69% 28
2016
Q1 		$862K Sell
7,793
-357
-4% -$37K 0.7% 28
2015
Q4 		$918K Buy
+8,150
New +$940K 0.79% 29

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IWM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $27K and leaving 4,387 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #50.

Moisand Fitzgerald Tamayo first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. 710 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 4,387 shares of iShares Russell 2000 ETF worth $1.32M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 96 iShares Russell 2000 ETF shares in Q2 2026, an estimated $27K.
  • iShares Russell 2000 ETF made up 0.13% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #50 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 710 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.