Patton Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History

Patton Fund 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	$19.8M	Sell	65,767 -3,494	-5%	-$982K	4.27%	4
2026 Q1	$17.2M	Sell	69,261 -1,811	-3%	-$467K	2.92%	5
2025 Q4	$17.5M	Sell	71,072 -1,213	-2%	-$298K	2.35%	5
2025 Q3	$17.5M	Sell	72,285 -1,876	-3%	-$430K	3.14%	6
2025 Q2	$16M	Buy	74,161 +3,400	+5%	+$684K	3.51%	5
2025 Q1	$14.1M	Buy	70,761 +2,310	+3%	+$501K	3.42%	5
2024 Q4	$15.1M	Sell	68,451 -2,189	-3%	-$499K	2.96%	6
2024 Q3	$15.6M	Sell	70,640 -1,277	-2%	-$273K	3.22%	5
2024 Q2	$14.6M	Sell	71,917 -437	-0.6%	-$88.3K	3.08%	5
2024 Q1	$15.2M	Sell	72,354 -1,127	-2%	-$225K	2.76%	6
2023 Q4	$14.7M	Sell	73,481 -824	-1%	-$148K	3.28%	7
2023 Q3	$13.1M	Sell	74,305 -992	-1%	-$186K	3.56%	7
2023 Q2	$14.1M	Buy	75,297 +331	+0.4%	+$59K	4.12%	6
2023 Q1	$13.4M	Buy	74,966 +5,804	+8%	+$1.07M	3.82%	8
2022 Q4	$12.1M	Sell	69,162 -4,375	-6%	-$778K	3.53%	6
2022 Q3	$12.1M	Sell	73,537 -3,702	-5%	-$675K	4.92%	6
2022 Q2	$13.1M	Buy	77,239 +67,216	+671%	+$12.4M	4.9%	6
2022 Q1	$14.4M	Sell	10,023 -51,037	-84%	-$10.4M	3.93%	6
2021 Q4	$13.6M	Buy	61,060 +830	+1%	+$188K	4.12%	6
2021 Q3	$13.2M	Buy	60,230 +20,517	+52%	+$4.55M	5%	6
2021 Q2	$9.11M	Buy	39,713 +3,719	+10%	+$836K	4.82%	7
2021 Q1	$7.95M	Sell	35,994 -5,156	-13%	-$1.13M	4.24%	7
2020 Q4	$8.07M	Sell	41,150 -6,880	-14%	-$1.2M	4.07%	7
2020 Q3	$7.19M	Sell	48,030 -1,258	-3%	-$189K	3.9%	7
2020 Q2	$7.06M	Sell	49,288 -4,597	-9%	-$603K	4.1%	8
2020 Q1	$6.17M	Buy	53,885 +9,749	+22%	+$1.45M	3.8%	8
2019 Q4	$7.31M	Buy	44,136 +867	+2%	+$137K	2.55%	7
2019 Q3	$6.55M	Buy	43,269 +2,653	+7%	+$405K	2.62%	7
2019 Q2	$6.32M	Buy	+40,616	New	+$6.26M	2.51%	9

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

Patton Fund Management's IWM Position: Q2 2026 in Review

Patton Fund Management reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q2 2026, selling an estimated $982K and leaving 65,767 shares worth $19.8M. The position accounts for 4.27% of the portfolio, ranked #4.

Patton Fund Management first reported a position in IWM in Q2 2019 and has held it in 29 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Patton Fund Management held 65,767 shares of iShares Russell 2000 ETF worth $19.8M as of Q2 2026.
Patton Fund Management sold 3,494 iShares Russell 2000 ETF shares in Q2 2026, an estimated $982K.
iShares Russell 2000 ETF made up 4.27% of Patton Fund Management's portfolio in Q2 2026, its #4 holding.
Patton Fund Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 29 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.