Raab & Moskowitz Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Raab & Moskowitz Asset 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	$610K	Sell	2,458 -17	-0.7%	-$4.38K	0.14%	116
2025 Q4	$609K	Hold	2,475	–	–	0.13%	120
2025 Q3	$599K	Hold	2,475	–	–	0.13%	123
2025 Q2	$534K	Hold	2,475	–	–	0.13%	125
2025 Q1	$494K	Hold	2,475	–	–	0.12%	127
2024 Q4	$547K	Hold	2,475	–	–	0.13%	116
2024 Q3	$547K	Hold	2,475	–	–	0.14%	115
2024 Q2	$502K	Sell	2,475 -19	-0.8%	-$3.84K	0.14%	118
2024 Q1	$524K	Sell	2,494 -181	-7%	-$36.1K	0.15%	117
2023 Q4	$537K	Hold	2,675	–	–	0.17%	110
2023 Q3	$473K	Hold	2,675	–	–	0.17%	111
2023 Q2	$501K	Sell	2,675 -75	-3%	-$13.4K	0.17%	111
2023 Q1	$491K	Buy	2,750 +17	+0.6%	+$3.13K	0.18%	108
2022 Q4	$477K	Buy	2,733 +10	+0.4%	+$1.78K	0.18%	110
2022 Q3	$449K	Sell	2,723 -200	-7%	-$36.5K	0.19%	107
2022 Q2	$495K	Sell	2,923 -475	-14%	-$87.6K	0.19%	108
2022 Q1	$697K	Hold	3,398	–	–	0.24%	93
2021 Q4	$756K	Hold	3,398	–	–	0.25%	89
2021 Q3	$743K	Hold	3,398	–	–	0.27%	89
2021 Q2	$779K	Hold	3,398	–	–	0.28%	82
2021 Q1	$750K	Sell	3,398 -25	-0.7%	-$5.46K	0.29%	81
2020 Q4	$671K	Hold	3,423	–	–	0.28%	84
2020 Q3	$512K	Hold	3,423	–	–	0.24%	94
2020 Q2	$490K	Sell	3,423 -25	-0.7%	-$3.28K	0.24%	94
2020 Q1	$394K	Hold	3,448	–	–	0.21%	100
2019 Q4	$571K	Hold	3,448	–	–	0.23%	97
2019 Q3	$521K	Hold	3,448	–	–	0.23%	102
2019 Q2	$536K	Hold	3,448	–	–	0.24%	100
2019 Q1	$527K	Hold	3,448	–	–	0.24%	98
2018 Q4	$461K	Sell	3,448 -530	-13%	-$79.1K	0.23%	101
2018 Q3	$670K	Hold	3,978	–	–	0.28%	88
2018 Q2	$651K	Sell	3,978 -485	-11%	-$77.6K	0.31%	87
2018 Q1	$677K	Sell	4,463 -2,239	-33%	-$346K	0.33%	83
2017 Q4	$1.02M	Sell	6,702 -623	-9%	-$93.6K	0.49%	62
2017 Q3	$1.09M	Sell	7,325 -914	-11%	-$129K	0.53%	60
2017 Q2	$1.12M	Sell	8,239 -135	-2%	-$18.7K	0.56%	60
2017 Q1	$1.15M	Buy	8,374 +1,461	+21%	+$200K	0.6%	56
2016 Q4	$932K	Sell	6,913 -4	-0.1%	-$511	0.51%	64
2016 Q3	$859K	Sell	6,917 -345	-5%	-$41.9K	0.49%	68
2016 Q2	$834K	Buy	7,262 +105	+1%	+$11.8K	0.47%	68
2016 Q1	$791K	Sell	7,157 -761	-10%	-$78.8K	0.47%	68
2015 Q4	$891K	Buy	7,918 +792	+11%	+$91.4K	0.53%	62
2015 Q3	$778K	Sell	7,126 -70	-1%	-$8.3K	0.5%	63
2015 Q2	$898K	Sell	7,196 -129	-2%	-$16.1K	0.55%	61
2015 Q1	$911K	Sell	7,325 -178	-2%	-$21.5K	0.55%	63
2014 Q4	$898K	Buy	7,503 +7	+0.1%	+$801	0.51%	60
2014 Q3	$820K	Sell	7,496 -471	-6%	-$53.9K	0.4%	78
2014 Q2	$947K	Sell	7,967 -117	-1%	-$13.3K	0.45%	78
2014 Q1	$941K	Buy	8,084 +1,067	+15%	+$123K	0.52%	64
2013 Q4	$810K	Buy	+7,017	New	+$775K	0.46%	77

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Raab & Moskowitz Asset Management's IWM Position: Q1 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.69% in Q1 2026, selling an estimated $4.38K and leaving 2,458 shares worth $610K. The position accounts for 0.14% of the portfolio, ranked #116.

Raab & Moskowitz Asset Management first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.15M in Q1 2017. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Raab & Moskowitz Asset Management held 2,458 shares of iShares Russell 2000 ETF worth $610K as of Q1 2026.
Raab & Moskowitz Asset Management sold 17 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.38K.
iShares Russell 2000 ETF made up 0.14% of Raab & Moskowitz Asset Management's portfolio in Q1 2026, its #116 holding.
Raab & Moskowitz Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
Raab & Moskowitz Asset Management's iShares Russell 2000 ETF position peaked at $1.15M in Q1 2017.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2026, filed 21 May 2026.