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Red Tortoise LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Red Tortoise LLC’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 		$1.67M Sell
6,730
-146
-2% -$37.7K 0.69% 33
2025
Q4 		$1.69M Sell
6,876
-16
-0.2% -$3.93K 0.72% 34
2025
Q3 		$1.67M Sell
6,892
-289
-4% -$66.3K 0.72% 37
2025
Q2 		$1.55M Buy
7,181
+2
+0% +$402 0.75% 35
2025
Q1 		$1.43M Sell
7,179
-351
-5% -$76.1K 0.74% 31
2024
Q4 		$1.66M Sell
7,530
-355
-5% -$80.9K 0.86% 31
2024
Q3 		$1.74M Buy
7,885
+287
+4% +$61.4K 0.87% 29
2024
Q2 		$1.54M Sell
7,598
-1,341
-15% -$271K 0.83% 30
2024
Q1 		$1.88M Sell
8,939
-66
-0.7% -$13.2K 1.05% 22
2023
Q4 		$1.81M Sell
9,005
-505
-5% -$90.5K 1.02% 21
2023
Q3 		$1.68M Sell
9,510
-8
-0.1% -$1.5K 1.13% 21
2023
Q2 		$1.78M Buy
9,518
+984
+12% +$175K 1.12% 22
2023
Q1 		$1.52M Buy
8,534
+1,506
+21% +$277K 1.02% 24
2022
Q4 		$1.23M Buy
+7,028
New +$1.25M 0.85% 29
2022
Q2 		$764K Buy
4,512
+1,649
+58% +$304K 0.63% 40
2022
Q1 		$588K Buy
2,863
+243
+9% +$49.6K 0.44% 44
2021
Q4 		$583K Sell
2,620
-2,852
-52% -$644K 0.4% 46
2021
Q3 		$902K Buy
+5,472
New +$1.21M 0.7% 35

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

Red Tortoise LLC's IWM Position: Q1 2026 in Review

Red Tortoise LLC reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q1 2026, selling an estimated $37.7K and leaving 6,730 shares worth $1.67M. The position accounts for 0.69% of the portfolio, ranked #33.

Red Tortoise LLC first reported a position in IWM in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.88M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Red Tortoise LLC held 6,730 shares of iShares Russell 2000 ETF worth $1.67M as of Q1 2026.
  • Red Tortoise LLC sold 146 iShares Russell 2000 ETF shares in Q1 2026, an estimated $37.7K.
  • iShares Russell 2000 ETF made up 0.69% of Red Tortoise LLC's portfolio in Q1 2026, its #33 holding.
  • Red Tortoise LLC first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 18 quarters since.
  • Red Tortoise LLC's iShares Russell 2000 ETF position peaked at $1.88M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.