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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Osborne Partners Capital Management's IWM Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.71% in Q1 2026, selling an estimated $10.8K and leaving 5,868 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #131.

Osborne Partners Capital Management first reported a position in IWM in Q2 2017 and has held it in 31 quarters since. The position peaked at $3.54M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Osborne Partners Capital Management held 5,868 shares of iShares Russell 2000 ETF worth $1.46M as of Q1 2026.
Osborne Partners Capital Management sold 42 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.8K.
iShares Russell 2000 ETF made up 0.08% of Osborne Partners Capital Management's portfolio in Q1 2026, its #131 holding.
Osborne Partners Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 31 quarters since.
Osborne Partners Capital Management's iShares Russell 2000 ETF position peaked at $3.54M in Q1 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.