Osborne Partners Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Osborne Partners Capital Management’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 Q2	$2.35M	Buy	7,834 +1,966	+34%	+$552K	0.13%	106
2026 Q1	$1.46M	Sell	5,868 -42	-0.7%	-$10.8K	0.08%	131
2025 Q4	$1.45M	Sell	5,910 -964	-14%	-$237K	0.07%	132
2025 Q3	$1.66M	Sell	6,874 -562	-8%	-$129K	0.08%	131
2025 Q2	$1.6M	Sell	7,436 -79	-1%	-$15.9K	0.09%	135
2025 Q1	$1.5M	Sell	7,515 -275	-4%	-$59.7K	0.09%	131
2024 Q4	$1.72M	Buy	7,790 +344	+5%	+$78.4K	0.1%	127
2024 Q3	$1.64M	Buy	7,446 +10	+0.1%	+$2.14K	0.09%	128
2024 Q2	$1.51M	Buy	7,436 +45	+0.6%	+$9.09K	0.09%	128
2024 Q1	$1.55M	Buy	7,391 +829	+13%	+$165K	0.1%	125
2023 Q4	$1.32M	Buy	6,562 +185	+3%	+$33.1K	0.09%	128
2023 Q3	$1.13M	Sell	6,377 -521	-8%	-$97.8K	0.08%	126
2023 Q2	$1.29M	Sell	6,898 -1,431	-17%	-$255K	0.09%	127
2023 Q1	$1.49M	Buy	8,329 +390	+5%	+$71.8K	0.11%	128
2022 Q4	$1.38M	Sell	7,939 -1,530	-16%	-$272K	0.11%	124
2022 Q3	$1.56M	Buy	9,469 +154	+2%	+$28.1K	0.13%	123
2022 Q2	$1.58M	Sell	9,315 -7,909	-46%	-$1.46M	0.12%	123
2022 Q1	$3.54M	Buy	17,224 +2,813	+20%	+$574K	0.26%	95
2021 Q4	$3.21M	Buy	14,411 +4,188	+41%	+$946K	0.23%	99
2021 Q3	$2.24M	Buy	10,223 +983	+11%	+$218K	0.18%	99
2021 Q2	$2.12M	Buy	9,240 +2,514	+37%	+$565K	0.17%	102
2021 Q1	$1.49M	Sell	6,726 -431	-6%	-$94.1K	0.14%	108
2020 Q4	$1.4M	Buy	7,157 +629	+10%	+$110K	0.17%	109
2020 Q3	$978K	Buy	6,528 +728	+13%	+$110K	0.2%	88
2020 Q2	$830K	Buy	5,800 +500	+9%	+$65.6K	0.18%	96
2020 Q1	$607K	Buy	5,300 +1,110	+26%	+$165K	0.16%	95
2019 Q4	$694K	Buy	4,190 +2,790	+199%	+$441K	0.14%	96
2019 Q3	$212K	Buy	+1,400	New	+$214K	0.04%	155
2018 Q2	–	Sell	-1,330	Closed	-$202K	–	184
2018 Q1	$202K	Sell	1,330 -170	-11%	-$26.3K	0.03%	179
2017 Q4	$229K	Sell	1,500 -68	-4%	-$10.2K	0.03%	179
2017 Q3	$232K	Buy	1,568 +46	+3%	+$6.47K	0.03%	178
2017 Q2	$214K	Buy	+1,522	New	+$211K	0.03%	176

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osborne Partners Capital Management's IWM Position: Q2 2026 in Review

Osborne Partners Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 34% in Q2 2026, buying an estimated $552K and bringing the position to 7,834 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #106.

Osborne Partners Capital Management first reported a position in IWM in Q2 2017 and has held it in 32 quarters since. The position peaked at $3.54M in Q1 2022. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Osborne Partners Capital Management held 7,834 shares of iShares Russell 2000 ETF worth $2.35M as of Q2 2026.
Osborne Partners Capital Management bought 1,966 iShares Russell 2000 ETF shares in Q2 2026, an estimated $552K.
iShares Russell 2000 ETF made up 0.13% of Osborne Partners Capital Management's portfolio in Q2 2026, its #106 holding.
Osborne Partners Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 32 quarters since.
Osborne Partners Capital Management's iShares Russell 2000 ETF position peaked at $3.54M in Q1 2022.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.