O'Rourke & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
O'Rourke & Company's IWM Position: Q1 2026 in Review
O'Rourke & Company reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2026, selling an estimated $64.2K and leaving 807 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #165.
O'Rourke & Company first reported a position in IWM in Q4 2021 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- O'Rourke & Company held 807 shares of iShares Russell 2000 ETF worth $200K as of Q1 2026.
- O'Rourke & Company sold 249 iShares Russell 2000 ETF shares in Q1 2026, an estimated $64.2K.
- iShares Russell 2000 ETF made up 0.08% of O'Rourke & Company's portfolio in Q1 2026, its #165 holding.
- O'Rourke & Company first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 4 quarters since.
- O'Rourke & Company's iShares Russell 2000 ETF position peaked at $260K in Q4 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.