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Resources Management Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Resources Management Corp’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 		$253K Sell
1,019
-25
-2% -$6.45K 0.03% 173
2025
Q4 		$257K Buy
1,044
+533
+104% +$131K 0.03% 175
2025
Q3 		$124K Sell
511
-3
-0.6% -$688 0.02% 212
2025
Q2 		$111K Sell
514
-32
-6% -$6.44K 0.02% 228
2025
Q1 		$109K Sell
546
-70
-11% -$15.2K 0.02% 242
2024
Q4 		$136K Sell
616
-10
-2% -$2.28K 0.02% 243
2024
Q3 		$138K Hold
626
– – 0.02% 244
2024
Q2 		$127K Hold
626
– – 0.02% 241
2024
Q1 		$132K Hold
626
– – 0.02% 243
2023
Q4 		$126K Sell
626
-30
-5% -$5.38K 0.02% 245
2023
Q3 		$116K Hold
656
– – 0.02% 247
2023
Q2 		$123K Buy
656
+356
+119% +$63.5K 0.02% 244
2023
Q1 		$61K Sell
300
-310
-51% -$57.1K 0.01% 277
2022
Q4 		$106K Sell
610
-26
-4% -$4.62K 0.02% 259
2022
Q3 		$105K Sell
636
-100
-14% -$18.2K 0.02% 264
2022
Q2 		$125K Hold
736
– – 0.02% 260
2022
Q1 		$151K Hold
736
– – 0.02% 254
2021
Q4 		$164K Hold
736
– – 0.02% 257
2021
Q3 		$161K Sell
736
-120
-14% -$26.6K 0.02% 252
2021
Q2 		$196K Hold
856
– – 0.03% 252
2021
Q1 		$189K Hold
856
– – 0.03% 241
2020
Q4 		$168K Hold
856
– – 0.03% 242
2020
Q3 		$128K Sell
856
-100
-10% -$15K 0.02% 238
2020
Q2 		$137K Hold
956
– – 0.03% 229
2020
Q1 		$109K Buy
956
+26
+3% +$3.88K 0.02% 235
2019
Q4 		$154K Hold
930
– – 0.03% 232
2019
Q3 		$141K Buy
+930
New +$142K 0.03% 232
2018
Q4 		$140K Hold
1,047
– – 0.03% 221
2018
Q3 		$176K Buy
+1,047
New +$177K 0.03% 215

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

Resources Management Corp's IWM Position: Q1 2026 in Review

Resources Management Corp reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2026, selling an estimated $6.45K and leaving 1,019 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #173.

Resources Management Corp first reported a position in IWM in Q3 2018 and has held it in 29 quarters since. The position peaked at $257K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Resources Management Corp held 1,019 shares of iShares Russell 2000 ETF worth $253K as of Q1 2026.
  • Resources Management Corp sold 25 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.45K.
  • iShares Russell 2000 ETF made up 0.03% of Resources Management Corp's portfolio in Q1 2026, its #173 holding.
  • Resources Management Corp first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 29 quarters since.
  • Resources Management Corp's iShares Russell 2000 ETF position peaked at $257K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.