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Punch & Associates Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Punch & Associates Investment 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 		$45.9K Sell
185
-320
-63% -$82.5K ﹤0.01% 154
2025
Q4 		$124K Buy
505
+320
+173% +$78.7K 0.01% 146
2025
Q3 		$44.8K Buy
185
+45
+32% +$10.3K ﹤0.01% 151
2025
Q2 		$30.2K Hold
140
– – ﹤0.01% 154
2025
Q1 		$27.9K Sell
140
-350
-71% -$75.9K ﹤0.01% 156
2024
Q4 		$108K Buy
490
+350
+250% +$79.8K 0.01% 153
2024
Q3 		$30.9K Sell
140
-3
-2% -$642 ﹤0.01% 162
2024
Q2 		$29K Buy
143
+3
+2% +$606 ﹤0.01% 171
2024
Q1 		$29.4K Sell
140
-91
-39% -$18.2K ﹤0.01% 170
2023
Q4 		$46.4K Hold
231
– – ﹤0.01% 220
2023
Q3 		$40.8K Hold
231
– – ﹤0.01% 217
2023
Q2 		$43.3K Hold
231
– – ﹤0.01% 219
2023
Q1 		$41.2K Hold
231
– – ﹤0.01% 218
2022
Q4 		$40.3K Sell
231
-32,250
-99% -$5.74M ﹤0.01% 211
2022
Q3 		$5.36M Buy
32,481
+26,106
+410% +$4.76M 0.37% 108
2022
Q2 		$1.08M Buy
6,375
+6,130
+2,502% +$1.13M 0.08% 166
2022
Q1 		$50K Sell
245
-130
-35% -$26.5K ﹤0.01% 222
2021
Q4 		$83K Buy
375
+130
+53% +$29.4K ﹤0.01% 223
2021
Q3 		$54K Hold
245
– – ﹤0.01% 225
2021
Q2 		$56K Sell
245
-14
-5% -$3.15K ﹤0.01% 232
2021
Q1 		$57K Buy
259
+90
+53% +$19.6K ﹤0.01% 233
2020
Q4 		$33K Sell
169
-865
-84% -$151K ﹤0.01% 230
2020
Q3 		$155K Hold
1,034
– – 0.01% 219
2020
Q2 		$148K Sell
1,034
-8
-0.8% -$1.05K 0.01% 215
2020
Q1 		$119K Sell
1,042
-2,673
-72% -$399K 0.01% 212
2019
Q4 		$616K Buy
+3,715
New +$587K 0.05% 175
2019
Q1 		– Sell
-22,321
Closed -$2.99M – 211
2018
Q4 		$2.99M Buy
22,321
+20,420
+1,074% +$3.05M 0.29% 136
2018
Q3 		$320K Buy
+1,901
New +$321K 0.03% 194
2016
Q1 		– Sell
-2,420
Closed -$273K – 194
2015
Q4 		$273K Buy
+2,420
New +$279K 0.03% 176

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

Punch & Associates Investment Management's IWM Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 63% in Q1 2026, selling an estimated $82.5K and leaving 185 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Punch & Associates Investment Management first reported a position in IWM in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.36M in Q3 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Punch & Associates Investment Management held 185 shares of iShares Russell 2000 ETF worth $45.9K as of Q1 2026.
  • Punch & Associates Investment Management sold 320 iShares Russell 2000 ETF shares in Q1 2026, an estimated $82.5K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q1 2026, its #154 holding.
  • Punch & Associates Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 29 quarters since.
  • Punch & Associates Investment Management's iShares Russell 2000 ETF position peaked at $5.36M in Q3 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.