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 Q2	$55.6K	Hold	185	–	–	﹤0.01%	156
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 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

Punch & Associates Investment Management's IWM Position: Q2 2026 in Review

Punch & Associates Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 185 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Punch & Associates Investment Management first reported a position in IWM in Q4 2015 and has held it in 30 quarters since. The position peaked at $5.36M in Q3 2022. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Punch & Associates Investment Management held 185 shares of iShares Russell 2000 ETF worth $55.6K as of Q2 2026.
Punch & Associates Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q2 2026, its #156 holding.
Punch & Associates Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 30 quarters since.
Punch & Associates Investment Management's iShares Russell 2000 ETF position peaked at $5.36M in Q3 2022.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.