Ramsay Stattman Vela & Price’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.31M | Sell |
33,503
-531
| -2% | -$137K | 1.64% | 24 |
|
|
2025
Q4 | $8.38M | Sell |
34,034
-2,915
| -8% | -$717K | 1.51% | 23 |
|
|
2025
Q3 | $8.94M | Sell |
36,949
-152
| -0.4% | -$34.9K | 1.6% | 23 |
|
|
2025
Q2 | $8.01M | Sell |
37,101
-1,847
| -5% | -$372K | 1.5% | 23 |
|
|
2025
Q1 | $7.77M | Sell |
38,948
-172
| -0.4% | -$37.3K | 1.48% | 25 |
|
|
2024
Q4 | $8.64M | Sell |
39,120
-787
| -2% | -$179K | 1.61% | 22 |
|
|
2024
Q3 | $8.82M | Sell |
39,907
-1,108
| -3% | -$237K | 1.64% | 23 |
|
|
2024
Q2 | $8.32M | Buy |
41,015
+121
| +0.3% | +$24.5K | 1.57% | 24 |
|
|
2024
Q1 | $8.6M | Buy |
40,894
+1,083
| +3% | +$216K | 1.65% | 26 |
|
|
2023
Q4 | $7.99M | Sell |
39,811
-319
| -0.8% | -$57.1K | 1.63% | 24 |
|
|
2023
Q3 | $7.09M | Sell |
40,130
-108
| -0.3% | -$20.3K | 1.54% | 26 |
|
|
2023
Q2 | $7.54M | Sell |
40,238
-369
| -0.9% | -$65.8K | 1.54% | 26 |
|
|
2023
Q1 | $7.24M | Buy |
40,607
+215
| +0.5% | +$39.6K | 1.56% | 25 |
|
|
2022
Q4 | $7.04M | Sell |
40,392
-826
| -2% | -$147K | 1.59% | 25 |
|
|
2022
Q3 | $6.8M | Sell |
41,218
-165
| -0.4% | -$30.1K | 1.69% | 23 |
|
|
2022
Q2 | $7.01M | Sell |
41,383
-175
| -0.4% | -$32.3K | 1.57% | 25 |
|
|
2022
Q1 | $8.53M | Sell |
41,558
-1,170
| -3% | -$239K | 1.66% | 23 |
|
|
2021
Q4 | $9.51M | Sell |
42,728
-818
| -2% | -$185K | 2.16% | 21 |
|
|
2021
Q3 | $9.53M | Sell |
43,546
-285
| -0.7% | -$63.2K | 2.37% | 18 |
|
|
2021
Q2 | $10.1M | Sell |
43,831
-830
| -2% | -$187K | 2.49% | 18 |
|
|
2021
Q1 | $9.87M | Sell |
44,661
-195
| -0.4% | -$42.6K | 2.62% | 16 |
|
|
2020
Q4 | $8.79M | Sell |
44,856
-120
| -0.3% | -$21K | 2.47% | 20 |
|
|
2020
Q3 | $6.74M | Sell |
44,976
-35
| -0.1% | -$5.26K | 2.09% | 24 |
|
|
2020
Q2 | $6.45M | Sell |
45,011
-2,520
| -5% | -$331K | 2.22% | 22 |
|
|
2020
Q1 | $5.44M | Sell |
47,531
-701
| -1% | -$105K | 2.14% | 24 |
|
|
2019
Q4 | $7.99M | Sell |
48,232
-267
| -0.6% | -$42.2K | 2.56% | 19 |
|
|
2019
Q3 | $7.34M | Buy |
48,499
+7
| +0% | +$1.07K | 2.54% | 19 |
|
|
2019
Q2 | $7.54M | Sell |
48,492
-830
| -2% | -$128K | 2.69% | 19 |
|
|
2019
Q1 | $7.55M | Sell |
49,322
-310
| -0.6% | -$46.6K | 2.75% | 18 |
|
|
2018
Q4 | $6.65M | Sell |
49,632
-790
| -2% | -$118K | 2.77% | 18 |
|
|
2018
Q3 | $8.5M | Sell |
50,422
-285
| -0.6% | -$48.1K | 3.1% | 10 |
|
|
2018
Q2 | $8.3M | Sell |
50,707
-764
| -1% | -$122K | 3.29% | 8 |
|
|
2018
Q1 | $7.82M | Sell |
51,471
-1,349
| -3% | -$208K | 3.16% | 13 |
|
|
2017
Q4 | $8.05M | Sell |
52,820
-383
| -0.7% | -$57.5K | 3.19% | 10 |
|
|
2017
Q3 | $7.88M | Sell |
53,203
-942
| -2% | -$133K | 3.32% | 8 |
|
|
2017
Q2 | $7.63M | Buy |
54,145
+420
| +0.8% | +$58.1K | 3.32% | 8 |
|
|
2017
Q1 | $7.39M | Sell |
53,725
-790
| -1% | -$108K | 3.37% | 7 |
|
|
2016
Q4 | $7.35M | Sell |
54,515
-228
| -0.4% | -$29.1K | 3.47% | 6 |
|
|
2016
Q3 | $6.8M | Sell |
54,743
-610
| -1% | -$74.1K | 3.26% | 11 |
|
|
2016
Q2 | $6.36M | Sell |
55,353
-215
| -0.4% | -$24.3K | 3.14% | 12 |
|
|
2016
Q1 | $6.15M | Sell |
55,568
-2,470
| -4% | -$256K | 3.16% | 14 |
|
|
2015
Q4 | $6.54M | Sell |
58,038
-1,945
| -3% | -$224K | 3.28% | 12 |
|
|
2015
Q3 | $6.55M | Sell |
59,983
-1,035
| -2% | -$123K | 3.38% | 9 |
|
|
2015
Q2 | $7.62M | Sell |
61,018
-300
| -0.5% | -$37.5K | 3.74% | 2 |
|
|
2015
Q1 | $7.63M | Sell |
61,318
-1,575
| -3% | -$190K | 3.69% | 2 |
|
|
2014
Q4 | $7.52M | Sell |
62,893
-735
| -1% | -$84.1K | 3.53% | 3 |
|
|
2014
Q3 | $6.96M | Sell |
63,628
-602
| -0.9% | -$68.9K | 3.64% | 8 |
|
|
2014
Q2 | $7.63M | Sell |
64,230
-4,705
| -7% | -$534K | 3.82% | 2 |
|
|
2014
Q1 | $8.02M | Sell |
68,935
-3,665
| -5% | -$423K | 4.18% | 1 |
|
|
2013
Q4 | $8.38M | Sell |
72,600
-470
| -0.6% | -$51.9K | 4.43% | 1 |
|
|
2013
Q3 | $7.79M | Buy |
73,070
+580
| +0.8% | +$60K | 4.49% | 1 |
|
|
2013
Q2 | $7.03M | Buy |
+72,490
| New | +$6.92M | 4.36% | 2 |
|
Other funds holding IWM
Ramsay Stattman Vela & Price's IWM Position: Q1 2026 in Review
Ramsay Stattman Vela & Price reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, selling an estimated $137K and leaving 33,503 shares worth $8.31M. The position accounts for 1.64% of the portfolio, ranked #24.
Ramsay Stattman Vela & Price first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Ramsay Stattman Vela & Price held 33,503 shares of iShares Russell 2000 ETF worth $8.31M as of Q1 2026.
- Ramsay Stattman Vela & Price sold 531 iShares Russell 2000 ETF shares in Q1 2026, an estimated $137K.
- iShares Russell 2000 ETF made up 1.64% of Ramsay Stattman Vela & Price's portfolio in Q1 2026, its #24 holding.
- Ramsay Stattman Vela & Price first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Ramsay Stattman Vela & Price's iShares Russell 2000 ETF position peaked at $10.1M in Q2 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Ramsay Stattman Vela & Price's 13F filing for Q1 2026, filed 30 Apr 2026.