Oakworth Capital’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
Q1 | $127K | Buy |
512
+40
| +8% | +$10.3K | 0.01% | 319 |
|
|
2025
Q4 | $116K | Sell |
472
-9
| -2% | -$2.21K | 0.01% | 322 |
|
|
2025
Q3 | $116K | Buy |
481
+16
| +3% | +$3.67K | 0.01% | 320 |
|
|
2025
Q2 | $100K | Sell |
465
-222
| -32% | -$44.7K | 0.01% | 286 |
|
|
2025
Q1 | $137K | Sell |
687
-60
| -8% | -$13K | 0.01% | 252 |
|
|
2024
Q4 | $165K | Sell |
747
-25
| -3% | -$5.7K | 0.01% | 234 |
|
|
2024
Q3 | $171K | Hold |
772
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $157K | Sell |
772
-374
| -33% | -$75.6K | 0.01% | 223 |
|
|
2024
Q1 | $241K | Hold |
1,146
| – | – | 0.02% | 177 |
|
|
2023
Q4 | $230K | Sell |
1,146
-281
| -20% | -$50.3K | 0.02% | 178 |
|
|
2023
Q3 | $252K | Buy |
1,427
+26
| +2% | +$4.88K | 0.02% | 146 |
|
|
2023
Q2 | $262K | Buy |
1,401
+253
| +22% | +$45.1K | 0.02% | 145 |
|
|
2023
Q1 | $205K | Hold |
1,148
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $200K | Sell |
1,148
-365
| -24% | -$64.9K | 0.02% | 158 |
|
|
2022
Q3 | $249K | Hold |
1,513
| – | – | 0.03% | 139 |
|
|
2022
Q2 | $256K | Sell |
1,513
-38
| -2% | -$7K | 0.03% | 144 |
|
|
2022
Q1 | $319K | Sell |
1,551
-253,826
| -99% | -$51.8M | 0.03% | 142 |
|
|
2021
Q4 | $56.8M | Buy |
255,377
+16,330
| +7% | +$3.69M | 4.83% | 7 |
|
|
2021
Q3 | $52.3M | Buy |
239,047
+29,931
| +14% | +$6.64M | 5.05% | 6 |
|
|
2021
Q2 | $48M | Buy |
209,116
+38,528
| +23% | +$8.66M | 4.78% | 6 |
|
|
2021
Q1 | $37.7M | Buy |
170,588
+46,438
| +37% | +$10.1M | 4.28% | 7 |
|
|
2020
Q4 | $24.3M | Buy |
124,150
+75,752
| +157% | +$13.3M | 3.15% | 8 |
|
|
2020
Q3 | $7.25M | Buy |
48,398
+5,171
| +12% | +$778K | 1.18% | 17 |
|
|
2020
Q2 | $6.19M | Buy |
43,227
+1,629
| +4% | +$214K | 1.11% | 18 |
|
|
2020
Q1 | $4.76M | Buy |
41,598
+1,604
| +4% | +$239K | 1.12% | 18 |
|
|
2019
Q4 | $6.61M | Buy |
39,994
+1,017
| +3% | +$161K | 1.16% | 19 |
|
|
2019
Q3 | $5.9M | Buy |
38,977
+1,347
| +4% | +$206K | 1.14% | 18 |
|
|
2019
Q2 | $5.85M | Buy |
37,630
+2,995
| +9% | +$462K | 1.12% | 18 |
|
|
2019
Q1 | $5.3M | Sell |
34,635
-50
| -0.1% | -$7.51K | 1.09% | 18 |
|
|
2018
Q4 | $4.64M | Buy |
34,685
+1,265
| +4% | +$189K | 1.06% | 18 |
|
|
2018
Q3 | $5.63M | Buy |
33,420
+17,751
| +113% | +$3M | 1.13% | 19 |
|
|
2018
Q2 | $2.57M | Buy |
15,669
+9,002
| +135% | +$1.44M | 0.53% | 25 |
|
|
2018
Q1 | $1.02M | Sell |
6,667
-1,351
| -17% | -$209K | 0.24% | 40 |
|
|
2017
Q4 | $1.23M | Sell |
8,018
-517
| -6% | -$77.7K | 0.29% | 34 |
|
|
2017
Q3 | $1.19M | Buy |
8,535
+3,073
| +56% | +$432K | 0.31% | 37 |
|
|
2017
Q2 | $770K | Buy |
5,462
+1,438
| +36% | +$199K | 0.21% | 53 |
|
|
2017
Q1 | $553K | Buy |
4,024
+1,350
| +50% | +$184K | 0.16% | 71 |
|
|
2016
Q4 | $352K | Hold |
2,674
| – | – | 0.12% | 98 |
|
|
2016
Q3 | $332K | Buy |
2,674
+211
| +9% | +$25.6K | 0.12% | 96 |
|
|
2016
Q2 | $283K | Hold |
2,463
| – | – | 0.11% | 106 |
|
|
2016
Q1 | $272K | Buy |
2,463
+346
| +16% | +$35.8K | 0.11% | 105 |
|
|
2015
Q4 | $238K | Buy |
2,117
+1,216
| +135% | +$140K | 0.1% | 112 |
|
|
2015
Q3 | $98K | Hold |
901
| – | – | 0.05% | 112 |
|
|
2015
Q2 | $111K | Buy |
901
+821
| +1,026% | +$103K | 0.05% | 118 |
|
|
2015
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 316 |
|
|
2014
Q4 | $10K | Hold |
80
| – | – | 0.01% | 320 |
|
|
2014
Q3 | $9K | Sell |
80
-13,074
| -99% | -$1.5M | 0.01% | 290 |
|
|
2014
Q2 | $1.56M | Buy |
13,154
+1,744
| +15% | +$198K | 0.95% | 23 |
|
|
2014
Q1 | $1.33M | Sell |
11,410
-10,077
| -47% | -$1.16M | 0.87% | 23 |
|
|
2013
Q4 | $2.48M | Buy |
+21,487
| New | +$2.37M | 1.75% | 17 |
|
Other funds holding IWM
Oakworth Capital's IWM Position: Q1 2026 in Review
Oakworth Capital increased its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 512 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #319.
Oakworth Capital first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. The position peaked at $56.8M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Oakworth Capital held 512 shares of iShares Russell 2000 ETF worth $127K as of Q1 2026.
- Oakworth Capital bought 40 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.3K.
- iShares Russell 2000 ETF made up 0.01% of Oakworth Capital's portfolio in Q1 2026, its #319 holding.
- Oakworth Capital first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
- Oakworth Capital's iShares Russell 2000 ETF position peaked at $56.8M in Q4 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.