Neumeier Poma Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Neumeier Poma Investment Counsel’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
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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Neumeier Poma Investment Counsel's IWM Position: Q2 2025 in Review

Neumeier Poma Investment Counsel sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 2,425 shares — an estimated $484K sold.

Neumeier Poma Investment Counsel first reported a position in IWM in Q2 2013 and held it in 39 quarters. The position peaked at $30.7M in Q2 2021. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Neumeier Poma Investment Counsel reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 2,425 iShares Russell 2000 ETF shares in Q2 2025, an estimated $484K.
Neumeier Poma Investment Counsel first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 39 quarters.
Neumeier Poma Investment Counsel's iShares Russell 2000 ETF position peaked at $30.7M in Q2 2021.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2025, filed 12 Aug 2025.