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Riverbridge Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Riverbridge Partners’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 		$798K Buy
2,655
+462
+21% +$130K 0.02% 156
2026
Q1 		$544K Sell
2,193
-94,902
-98% -$24.5M 0.01% 159
2025
Q4 		$23.9M Buy
97,095
+93,540
+2,631% +$23M 0.45% 66
2025
Q3 		$860K Sell
3,555
-1,999
-36% -$459K 0.01% 138
2025
Q2 		$1.2M Buy
5,554
+3,196
+136% +$643K 0.02% 124
2025
Q1 		$470K Sell
2,358
-49,083
-95% -$10.6M 0.01% 150
2024
Q4 		$11.4M Buy
51,441
+45,159
+719% +$10.3M 0.16% 87
2024
Q3 		$1.39M Sell
6,282
-2,375
-27% -$508K 0.02% 114
2024
Q2 		$1.76M Buy
8,657
+5,404
+166% +$1.09M 0.02% 107
2024
Q1 		$684K Sell
3,253
-90,424
-97% -$18M 0.01% 128
2023
Q4 		$18.8M Buy
93,677
+85,151
+999% +$15.3M 0.23% 84
2023
Q3 		$1.51M Buy
8,526
+6,232
+272% +$1.17M 0.02% 107
2023
Q2 		$430K Sell
2,294
-351
-13% -$62.6K 0.01% 156
2023
Q1 		$472K Sell
2,645
-94,457
-97% -$17.4M 0.01% 151
2022
Q4 		$16.9M Buy
97,102
+85,018
+704% +$15.1M 0.25% 87
2022
Q3 		$1.99M Sell
12,084
-16,085
-57% -$2.93M 0.03% 110
2022
Q2 		$4.77M Buy
28,169
+18,128
+181% +$3.34M 0.08% 98
2022
Q1 		$2.06M Sell
10,041
-78,466
-89% -$16M 0.02% 114
2021
Q4 		$19.7M Buy
88,507
+82,610
+1,401% +$18.7M 0.19% 100
2021
Q3 		$1.29M Buy
5,897
+2,942
+100% +$652K 0.01% 120
2021
Q2 		$678K Sell
2,955
-28
-0.9% -$6.29K 0.01% 126
2021
Q1 		$659K Sell
2,983
-5,615
-65% -$1.23M 0.01% 128
2020
Q4 		$1.69M Buy
8,598
+5,266
+158% +$921K 0.02% 112
2020
Q3 		$499K Sell
3,332
-210
-6% -$31.6K 0.01% 124
2020
Q2 		$507K Sell
3,542
-38,362
-92% -$5.03M 0.01% 120
2020
Q1 		$4.8M Sell
41,904
-25,476
-38% -$3.8M 0.1% 93
2019
Q4 		$11.2M Buy
67,380
+58,844
+689% +$9.3M 0.2% 93
2019
Q3 		$1.29M Buy
8,536
+4,857
+132% +$742K 0.02% 109
2019
Q2 		$572K Sell
3,679
-58
-2% -$8.94K 0.01% 115
2019
Q1 		$572K Sell
3,737
-97,346
-96% -$14.6M 0.01% 111
2018
Q4 		$13.5M Buy
101,083
+96,850
+2,288% +$14.5M 0.28% 88
2018
Q3 		$713K Sell
4,233
-63
-1% -$10.6K 0.01% 112
2018
Q2 		$704K Buy
4,296
+547
+15% +$87.5K 0.01% 108
2018
Q1 		$569K Sell
3,749
-42,117
-92% -$6.5M 0.01% 114
2017
Q4 		$6.99M Buy
45,866
+39,742
+649% +$5.97M 0.14% 92
2017
Q3 		$907K Buy
6,124
+27
+0.4% +$3.8K 0.02% 112
2017
Q2 		$859K Sell
6,097
-4,836
-44% -$669K 0.02% 115
2017
Q1 		$1.5M Sell
10,933
-65,215
-86% -$8.91M 0.03% 107
2016
Q4 		$10.3M Buy
76,148
+62,586
+461% +$8M 0.21% 87
2016
Q3 		$1.69M Buy
13,562
+206
+2% +$25K 0.03% 104
2016
Q2 		$1.54M Buy
13,356
+118
+0.9% +$13.3K 0.03% 107
2016
Q1 		$1.47M Sell
13,238
-86,915
-87% -$9M 0.03% 109
2015
Q4 		$11.3M Buy
100,153
+87,872
+716% +$10.1M 0.23% 85
2015
Q3 		$1.34M Buy
12,281
+713
+6% +$84.5K 0.03% 105
2015
Q2 		$1.44M Sell
11,568
-941
-8% -$118K 0.03% 104
2015
Q1 		$1.56M Sell
12,509
-82,726
-87% -$9.97M 0.03% 103
2014
Q4 		$11.4M Buy
95,235
+86,862
+1,037% +$9.93M 0.21% 82
2014
Q3 		$916K Sell
8,373
-127
-1% -$14.5K 0.02% 105
2014
Q2 		$1.01M Sell
8,500
-3,688
-30% -$419K 0.02% 105
2014
Q1 		$1.42M Sell
12,188
-10,471
-46% -$1.21M 0.03% 105
2013
Q4 		$2.61M Buy
22,659
+4,042
+22% +$446K 0.05% 91
2013
Q3 		$1.99M Sell
18,617
-725
-4% -$75K 0.04% 90
2013
Q2 		$1.88M Buy
+19,342
New +$1.85M 0.05% 89

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Riverbridge Partners's IWM Position: Q2 2026 in Review

Riverbridge Partners increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, buying an estimated $130K and bringing the position to 2,655 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #156.

Riverbridge Partners first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.9M in Q4 2025. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Riverbridge Partners held 2,655 shares of iShares Russell 2000 ETF worth $798K as of Q2 2026.
  • Riverbridge Partners bought 462 iShares Russell 2000 ETF shares in Q2 2026, an estimated $130K.
  • iShares Russell 2000 ETF made up 0.02% of Riverbridge Partners's portfolio in Q2 2026, its #156 holding.
  • Riverbridge Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Riverbridge Partners's iShares Russell 2000 ETF position peaked at $23.9M in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.