Neumeier Poma Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.5M | Buy |
+5,000
| New | +$1.41M | 0.1% | 41 |
|
|
2025
Q2 | – | Sell |
-2,425
| Closed | -$484K | – | 46 |
|
|
2025
Q1 | $484K | Buy |
+2,425
| New | +$526K | 0.05% | 46 |
|
|
2024
Q2 | – | Sell |
-11,260
| Closed | -$2.37M | – | 43 |
|
|
2024
Q1 | $2.37M | Buy |
+11,260
| New | +$2.25M | 0.22% | 41 |
|
|
2023
Q4 | – | Sell |
-4,440
| Closed | -$785K | – | 44 |
|
|
2023
Q3 | $785K | Buy |
+4,440
| New | +$834K | 0.08% | 43 |
|
|
2023
Q2 | – | Sell |
-11,025
| Closed | -$1.97M | – | 43 |
|
|
2023
Q1 | $1.97M | Buy |
+11,025
| New | +$2.03M | 0.18% | 42 |
|
|
2022
Q3 | – | Sell |
-29,900
| Closed | -$5.06M | – | 43 |
|
|
2022
Q2 | $5.06M | Buy |
29,900
+23,200
| +346% | +$4.28M | 0.4% | 43 |
|
|
2022
Q1 | $1.38M | Sell |
6,700
-54,200
| -89% | -$11.1M | 0.09% | 40 |
|
|
2021
Q4 | $13.5M | Buy |
60,900
+3,650
| +6% | +$825K | 0.75% | 38 |
|
|
2021
Q3 | $12.5M | Sell |
57,250
-76,700
| -57% | -$17M | 0.74% | 41 |
|
|
2021
Q2 | $30.7M | Buy |
133,950
+89,200
| +199% | +$20.1M | 1.8% | 29 |
|
|
2021
Q1 | $9.89M | Hold |
44,750
| – | – | 0.59% | 40 |
|
|
2020
Q4 | $8.77M | Sell |
44,750
-3,975
| -8% | -$696K | 0.58% | 40 |
|
|
2020
Q3 | $7.3M | Buy |
+48,725
| New | +$7.33M | 0.6% | 39 |
|
|
2020
Q1 | – | Sell |
-118,200
| Closed | -$19.6M | – | 42 |
|
|
2019
Q4 | $19.6M | Sell |
118,200
-31,050
| -21% | -$4.91M | 1.5% | 33 |
|
|
2019
Q3 | $22.6M | Sell |
149,250
-19,600
| -12% | -$2.99M | 1.89% | 23 |
|
|
2019
Q2 | $26.3M | Sell |
168,850
-7,800
| -4% | -$1.2M | 2.17% | 21 |
|
|
2019
Q1 | $27M | Sell |
176,650
-2,650
| -1% | -$398K | 2.27% | 22 |
|
|
2018
Q4 | $24M | Buy |
179,300
+33,150
| +23% | +$4.95M | 2.28% | 20 |
|
|
2018
Q3 | $24.6M | Buy |
146,150
+37,700
| +35% | +$6.36M | 2.04% | 22 |
|
|
2018
Q2 | $17.8M | Sell |
108,450
-16,275
| -13% | -$2.6M | 1.65% | 26 |
|
|
2018
Q1 | $18.9M | Buy |
124,725
+4,050
| +3% | +$625K | 1.95% | 26 |
|
|
2017
Q4 | $18.4M | Buy |
120,675
+60,050
| +99% | +$9.02M | 1.84% | 28 |
|
|
2017
Q3 | $8.98M | Sell |
60,625
-12,375
| -17% | -$1.74M | 0.94% | 35 |
|
|
2017
Q2 | $10.3M | Sell |
73,000
-75,175
| -51% | -$10.4M | 1.2% | 34 |
|
|
2017
Q1 | $20.4M | Buy |
148,175
+675
| +0.5% | +$92.2K | 2.43% | 25 |
|
|
2016
Q4 | $19.9M | Sell |
147,500
-1,450
| -1% | -$185K | 2.74% | 19 |
|
|
2016
Q3 | $18.5M | Buy |
148,950
+11,320
| +8% | +$1.38M | 2.77% | 18 |
|
|
2016
Q2 | $15.8M | Buy |
137,630
+33,710
| +32% | +$3.8M | 2.5% | 16 |
|
|
2016
Q1 | $11.5M | Buy |
103,920
+36,691
| +55% | +$3.8M | 1.82% | 30 |
|
|
2015
Q4 | $7.57M | Sell |
67,229
-28,975
| -30% | -$3.34M | 1.31% | 33 |
|
|
2015
Q3 | $10.5M | Buy |
96,204
+43,579
| +83% | +$5.17M | 1.99% | 26 |
|
|
2015
Q2 | $6.57M | Sell |
52,625
-14,475
| -22% | -$1.81M | 1.4% | 36 |
|
|
2015
Q1 | $8.35M | Buy |
67,100
+14,642
| +28% | +$1.76M | 1.83% | 31 |
|
|
2014
Q4 | $6.28M | Buy |
52,458
+13,558
| +35% | +$1.55M | 1.49% | 30 |
|
|
2014
Q3 | $4.25M | Sell |
38,900
-17,550
| -31% | -$2.01M | 1.05% | 35 |
|
|
2014
Q2 | $6.71M | Buy |
56,450
+5,325
| +10% | +$605K | 1.6% | 29 |
|
|
2014
Q1 | $5.95M | Buy |
51,125
+22,050
| +76% | +$2.54M | 1.35% | 33 |
|
|
2013
Q4 | $3.35M | Sell |
29,075
-4,225
| -13% | -$467K | 0.76% | 35 |
|
|
2013
Q3 | $3.55M | Buy |
33,300
+5,300
| +19% | +$548K | 0.87% | 34 |
|
|
2013
Q2 | $2.72M | Buy |
+28,000
| New | +$2.67M | 0.71% | 36 |
|
Other funds holding IWM
Neumeier Poma Investment Counsel's IWM Position: Q2 2026 in Review
Neumeier Poma Investment Counsel opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 5,000 shares worth $1.5M. The stake represents 0.1% of the portfolio and ranks #41 among its holdings. This is a return to the name: Neumeier Poma Investment Counsel previously reported a position in IWM as recently as Q1 2025.
Neumeier Poma Investment Counsel first reported a position in IWM in Q2 2013 and has held it in 40 quarters since. The position peaked at $30.7M in Q2 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Neumeier Poma Investment Counsel held 5,000 shares of iShares Russell 2000 ETF worth $1.5M as of Q2 2026.
- iShares Russell 2000 ETF was a new Neumeier Poma Investment Counsel position in Q2 2026.
- iShares Russell 2000 ETF made up 0.1% of Neumeier Poma Investment Counsel's portfolio in Q2 2026, its #41 holding.
- Neumeier Poma Investment Counsel first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 40 quarters since.
- Neumeier Poma Investment Counsel's iShares Russell 2000 ETF position peaked at $30.7M in Q2 2021.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.