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Patten Group’s iShares Russell 2000 ETF IWM Stock Holding History

Patten Group’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 		$281K Buy
1,135
+134
+13% +$34.6K 0.05% 257
2025
Q4 		$246K Buy
1,001
+28
+3% +$6.88K 0.05% 277
2025
Q3 		$235K Buy
+973
New +$223K 0.05% 263
2025
Q2 		– Sell
-1,117
Closed -$223K – 256
2025
Q1 		$223K Sell
1,117
-15
-1% -$3.25K 0.05% 245
2024
Q4 		$250K Hold
1,132
– – 0.06% 237
2024
Q3 		$250K Sell
1,132
-299
-21% -$64K 0.06% 234
2024
Q2 		$290K Buy
1,431
+150
+12% +$30.3K 0.07% 222
2024
Q1 		$269K Sell
1,281
-131
-9% -$26.1K 0.07% 226
2023
Q4 		$283K Sell
1,412
-526
-27% -$94.2K 0.08% 209
2023
Q3 		$343K Sell
1,938
-183
-9% -$34.4K 0.1% 185
2023
Q2 		$397K Sell
2,121
-337
-14% -$60.1K 0.06% 175
2023
Q1 		$439K Sell
2,458
-81
-3% -$14.9K 0.13% 168
2022
Q4 		$443K Buy
2,539
+656
+35% +$117K 0.14% 162
2022
Q3 		$317K Buy
1,883
+5
+0.3% +$912 0.11% 196
2022
Q2 		$330K Sell
1,878
-60
-3% -$11.1K 0.11% 187
2022
Q1 		$398K Sell
1,938
-273
-12% -$55.7K 0.11% 185
2021
Q4 		$492K Sell
2,211
-1,193
-35% -$270K 0.13% 170
2021
Q3 		$745K Sell
3,404
-257
-7% -$57K 0.22% 120
2021
Q2 		$840K Buy
3,661
+35
+1% +$7.87K 0.25% 112
2021
Q1 		$801K Buy
3,626
+100
+3% +$21.8K 0.26% 107
2020
Q4 		$691K Sell
3,526
-60
-2% -$10.5K 0.19% 119
2020
Q3 		$537K Sell
3,586
-15
-0.4% -$2.26K 0.21% 121
2020
Q2 		$516K Buy
3,601
+80
+2% +$10.5K 0.22% 111
2020
Q1 		$403K Sell
3,521
-1,024
-23% -$153K 0.21% 111
2019
Q4 		$753K Buy
4,545
+595
+15% +$94K 0.28% 102
2019
Q3 		$598K Sell
3,950
-20
-0.5% -$3.05K 0.24% 107
2019
Q2 		$617K Sell
3,970
-453
-10% -$69.8K 0.25% 108
2019
Q1 		$677K Buy
4,423
+148
+3% +$22.2K 0.29% 99
2018
Q4 		$572K Sell
4,275
-864
-17% -$129K 0.27% 95
2018
Q3 		$705K Sell
5,139
-416
-7% -$70.2K 0.27% 99
2018
Q2 		$910K Buy
5,555
+975
+21% +$156K 0.36% 81
2018
Q1 		$695K Buy
4,580
+821
+22% +$127K 0.29% 94
2017
Q4 		$573K Buy
3,759
+510
+16% +$76.6K 0.23% 110
2017
Q3 		$481K Buy
3,249
+650
+25% +$91.5K 0.19% 119
2017
Q2 		$364K Sell
2,599
-371
-12% -$51.3K 0.15% 145
2017
Q1 		$402K Sell
2,970
-372
-11% -$50.8K 0.17% 123
2016
Q4 		$455K Sell
3,342
-170
-5% -$21.7K 0.2% 106
2016
Q3 		$425K Buy
3,512
+250
+8% +$30.4K 0.2% 110
2016
Q2 		$375K Sell
3,262
-90
-3% -$10.2K 0.18% 124
2016
Q1 		$371K Buy
3,352
+830
+33% +$85.9K 0.18% 120
2015
Q4 		$284K Buy
2,522
+642
+34% +$74.1K 0.14% 145
2015
Q3 		$205K Buy
1,880
+1,505
+401% +$178K 0.11% 157
2015
Q2 		$46.8K Buy
+375
New +$46.8K 0.02% 304
2015
Q1 		– Sell
-375
Closed -$45K – 211
2014
Q4 		$45K Buy
+375
New +$42.9K 0.02% 204

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

Patten Group's IWM Position: Q1 2026 in Review

Patten Group increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, buying an estimated $34.6K and bringing the position to 1,135 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #257.

Patten Group first reported a position in IWM in Q4 2014 and has held it in 44 quarters since. The position peaked at $910K in Q2 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Patten Group held 1,135 shares of iShares Russell 2000 ETF worth $281K as of Q1 2026.
  • Patten Group bought 134 iShares Russell 2000 ETF shares in Q1 2026, an estimated $34.6K.
  • iShares Russell 2000 ETF made up 0.05% of Patten Group's portfolio in Q1 2026, its #257 holding.
  • Patten Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 44 quarters since.
  • Patten Group's iShares Russell 2000 ETF position peaked at $910K in Q2 2018.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.