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O'Brien Greene & Co’s iShares Russell 2000 ETF IWM Stock Holding History

O'Brien Greene & 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 		$732K Sell
2,950
-25
-0.8% -$6.45K 0.21% 70
2025
Q4 		$732K Sell
2,975
-200
-6% -$49.2K 0.22% 65
2025
Q3 		$768K Sell
3,175
-12
-0.4% -$2.75K 0.24% 60
2025
Q2 		$688K Sell
3,187
-50
-2% -$10.1K 0.22% 68
2025
Q1 		$646K Sell
3,237
-60
-2% -$13K 0.22% 63
2024
Q4 		$729K Buy
3,297
+17
+0.5% +$3.88K 0.24% 67
2024
Q3 		$725K Sell
3,280
-42
-1% -$8.99K 0.23% 69
2024
Q2 		$674K Sell
3,322
-83
-2% -$16.8K 0.21% 70
2024
Q1 		$716K Sell
3,405
-20
-0.6% -$3.99K 0.24% 73
2023
Q4 		$687K Sell
3,425
-100
-3% -$17.9K 0.24% 68
2023
Q3 		$623K Sell
3,525
-25
-0.7% -$4.69K 0.23% 69
2023
Q2 		$665K Hold
3,550
– – 0.23% 65
2023
Q1 		$633K Hold
3,550
– – 0.24% 68
2022
Q4 		$619K Sell
3,550
-7,262
-67% -$1.29M 0.23% 67
2022
Q3 		$1.78M Buy
10,812
+7,208
+200% +$1.31M 0.24% 66
2022
Q2 		$610K Sell
3,604
-5,268
-59% -$971K 0.23% 65
2022
Q1 		$1.82M Sell
8,872
-899
-9% -$183K 0.6% 40
2021
Q4 		$2.17M Sell
9,771
-4,524
-32% -$1.02M 0.71% 36
2021
Q3 		$3.13M Hold
14,295
– – 1.14% 32
2021
Q2 		$3.28M Sell
14,295
-367
-3% -$82.5K 1.17% 33
2021
Q1 		$3.24M Sell
14,662
-390
-3% -$85.2K 1.28% 33
2020
Q4 		$2.95M Hold
15,052
– – 1.21% 33
2020
Q3 		$2.25M Sell
15,052
-201
-1% -$30.2K 1.07% 32
2020
Q2 		$2.18M Sell
15,253
-15
-0.1% -$1.97K 1.16% 31
2020
Q1 		$1.75M Sell
15,268
-385
-2% -$57.4K 1.16% 30
2019
Q4 		$2.59M Sell
15,653
-155
-1% -$24.5K 1.32% 30
2019
Q3 		$2.39M Sell
15,808
-25
-0.2% -$3.82K 1.28% 31
2019
Q2 		$2.46M Sell
15,833
-273
-2% -$42.1K 1.29% 31
2019
Q1 		$2.47M Sell
16,106
-200
-1% -$30.1K 1.24% 33
2018
Q4 		$2.18M Buy
+16,306
New +$2.43M 1.3% 34

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

O'Brien Greene & Co's IWM Position: Q1 2026 in Review

O'Brien Greene & Co reduced its iShares Russell 2000 ETF (IWM) stake by 0.84% in Q1 2026, selling an estimated $6.45K and leaving 2,950 shares worth $732K. The position accounts for 0.21% of the portfolio, ranked #70.

O'Brien Greene & Co first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.28M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • O'Brien Greene & Co held 2,950 shares of iShares Russell 2000 ETF worth $732K as of Q1 2026.
  • O'Brien Greene & Co sold 25 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.45K.
  • iShares Russell 2000 ETF made up 0.21% of O'Brien Greene & Co's portfolio in Q1 2026, its #70 holding.
  • O'Brien Greene & Co first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • O'Brien Greene & Co's iShares Russell 2000 ETF position peaked at $3.28M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.