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Poplar Forest Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Poplar Forest Capital’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
2025
Q1 		$972K Buy
+4,871
New +$1.06M 0.17% 40
2024
Q4 		– Sell
-4,214
Closed -$931K – 55
2024
Q3 		$931K Buy
4,214
+17
+0.4% +$3.64K 0.13% 40
2024
Q2 		$852K Hold
4,197
– – 0.12% 41
2024
Q1 		$883K Buy
4,197
+134
+3% +$26.7K 0.12% 41
2023
Q4 		$815K Buy
4,063
+20
+0.5% +$3.58K 0.12% 42
2023
Q3 		$715K Hold
4,043
– – 0.08% 42
2023
Q2 		$757K Sell
4,043
-107
-3% -$19.1K 0.1% 41
2023
Q1 		$740K Buy
4,150
+159
+4% +$29.3K 0.09% 49
2022
Q4 		$696K Buy
3,991
+28
+0.7% +$4.98K 0.08% 43
2022
Q3 		$654K Buy
3,963
+266
+7% +$48.5K 0.08% 41
2022
Q2 		$626K Sell
3,697
-137
-4% -$25.3K 0.07% 44
2022
Q1 		$787K Buy
3,834
+362
+10% +$73.8K 0.08% 44
2021
Q4 		$772K Hold
3,472
– – 0.08% 43
2021
Q3 		$760K Hold
3,472
– – 0.08% 39
2021
Q2 		$796K Sell
3,472
-211
-6% -$47.4K 0.08% 41
2021
Q1 		$814K Buy
3,683
+8
+0.2% +$1.75K 0.08% 42
2020
Q4 		$721K Buy
3,675
+64
+2% +$11.2K 0.08% 43
2020
Q3 		$541K Hold
3,611
– – 0.07% 46
2020
Q2 		$517K Hold
3,611
– – 0.06% 47
2020
Q1 		$413K Hold
3,611
– – 0.06% 52
2019
Q4 		$598K Buy
3,611
+390
+12% +$61.6K 0.05% 46
2019
Q3 		$487K Hold
3,221
– – 0.04% 46
2019
Q2 		$501K Hold
3,221
– – 0.04% 48
2019
Q1 		$493K Hold
3,221
– – 0.03% 47
2018
Q4 		$431K Hold
3,221
– – 0.03% 49
2018
Q3 		$543K Hold
3,221
– – 0.04% 52
2018
Q2 		$528K Sell
3,221
-115
-3% -$18.4K 0.04% 56
2018
Q1 		$507K Buy
+3,336
New +$515K 0.04% 56
2015
Q2 		– Sell
-3,456
Closed -$430K – 70
2015
Q1 		$430K Buy
+3,456
New +$417K 0.03% 65

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Poplar Forest Capital's IWM Position: Q1 2025 in Review

Poplar Forest Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2025: 4,871 shares worth $972K. The stake represents 0.17% of the portfolio and ranks #40 among its holdings. This is a return to the name: Poplar Forest Capital previously reported a position in IWM as recently as Q3 2024.

Poplar Forest Capital first reported a position in IWM in Q1 2015 and has held it in 29 quarters since. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Poplar Forest Capital held 4,871 shares of iShares Russell 2000 ETF worth $972K as of Q1 2025.
  • iShares Russell 2000 ETF was a new Poplar Forest Capital position in Q1 2025.
  • iShares Russell 2000 ETF made up 0.17% of Poplar Forest Capital's portfolio in Q1 2025, its #40 holding.
  • Poplar Forest Capital first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 29 quarters since.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.