RKL Wealth Management’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 | $2.51M | Sell |
10,133
-604
| -6% | -$156K | 0.23% | 58 |
|
|
2025
Q4 | $2.64M | Sell |
10,737
-1,267
| -11% | -$311K | 0.22% | 57 |
|
|
2025
Q3 | $2.9M | Sell |
12,004
-1,378
| -10% | -$316K | 0.25% | 56 |
|
|
2025
Q2 | $2.89M | Buy |
13,382
+1,420
| +12% | +$286K | 0.25% | 56 |
|
|
2025
Q1 | $2.39M | Sell |
11,962
-1,067
| -8% | -$231K | 0.22% | 62 |
|
|
2024
Q4 | $2.88M | Buy |
13,029
+173
| +1% | +$39.4K | 0.26% | 53 |
|
|
2024
Q3 | $2.84M | Sell |
12,856
-349
| -3% | -$74.7K | 0.26% | 53 |
|
|
2024
Q2 | $2.68M | Buy |
13,205
+34
| +0.3% | +$6.87K | 0.26% | 51 |
|
|
2024
Q1 | $2.77M | Sell |
13,171
-93
| -0.7% | -$18.6K | 0.27% | 50 |
|
|
2023
Q4 | $2.66M | Sell |
13,264
-348
| -3% | -$62.3K | 0.29% | 47 |
|
|
2023
Q3 | $2.41M | Sell |
13,612
-155
| -1% | -$29.1K | 0.29% | 48 |
|
|
2023
Q2 | $2.58M | Sell |
13,767
-188
| -1% | -$33.5K | 0.31% | 48 |
|
|
2023
Q1 | $2.49M | Sell |
13,955
-146
| -1% | -$26.9K | 0.31% | 48 |
|
|
2022
Q4 | $2.46M | Sell |
14,101
-775
| -5% | -$138K | 0.33% | 49 |
|
|
2022
Q3 | $2.45M | Sell |
14,876
-81
| -0.5% | -$14.8K | 0.35% | 42 |
|
|
2022
Q2 | $2.53M | Buy |
14,957
+2,317
| +18% | +$427K | 0.35% | 44 |
|
|
2022
Q1 | $2.6M | Buy |
12,640
+3,906
| +45% | +$797K | 0.31% | 46 |
|
|
2021
Q4 | $1.94M | Sell |
8,734
-89
| -1% | -$20.1K | 0.23% | 57 |
|
|
2021
Q3 | $1.93M | Buy |
8,823
+6
| +0.1% | +$1.33K | 0.25% | 55 |
|
|
2021
Q2 | $2.02M | Sell |
8,817
-4
| -0% | -$899 | 0.25% | 56 |
|
|
2021
Q1 | $1.95M | Buy |
8,821
+672
| +8% | +$147K | 0.26% | 52 |
|
|
2020
Q4 | $1.6M | Sell |
8,149
-104
| -1% | -$18.2K | 0.22% | 58 |
|
|
2020
Q3 | $1.24M | Sell |
8,253
-98
| -1% | -$14.7K | 0.2% | 66 |
|
|
2020
Q2 | $1.2M | Sell |
8,351
-86
| -1% | -$11.3K | 0.21% | 64 |
|
|
2020
Q1 | $966K | Sell |
8,437
-1,180
| -12% | -$176K | 0.2% | 63 |
|
|
2019
Q4 | $1.59M | Buy |
9,617
+7
| +0.1% | +$1.11K | 0.29% | 57 |
|
|
2019
Q3 | $1.45M | Sell |
9,610
-336
| -3% | -$51.3K | 0.28% | 59 |
|
|
2019
Q2 | $1.55M | Sell |
9,946
-974
| -9% | -$150K | 0.29% | 57 |
|
|
2019
Q1 | $1.67M | Buy |
10,920
+1,671
| +18% | +$251K | 0.33% | 51 |
|
|
2018
Q4 | $1.24M | Buy |
9,249
+100
| +1% | +$14.9K | 0.29% | 61 |
|
|
2018
Q3 | $1.54M | Buy |
9,149
+7
| +0.1% | +$1.18K | 0.33% | 60 |
|
|
2018
Q2 | $1.5M | Buy |
9,142
+7
| +0.1% | +$1.12K | 0.34% | 57 |
|
|
2018
Q1 | $1.39M | Sell |
9,135
-300
| -3% | -$46.3K | 0.33% | 60 |
|
|
2017
Q4 | $1.44M | Sell |
9,435
-757
| -7% | -$114K | 0.36% | 60 |
|
|
2017
Q3 | $1.51M | Sell |
10,192
-306
| -3% | -$43.1K | 0.42% | 54 |
|
|
2017
Q2 | $1.48M | Buy |
10,498
+2,853
| +37% | +$395K | 0.47% | 49 |
|
|
2017
Q1 | $1.05M | Sell |
7,645
-558
| -7% | -$76.2K | 0.42% | 51 |
|
|
2016
Q4 | $1.11M | Sell |
8,203
-175
| -2% | -$22.4K | 0.53% | 48 |
|
|
2016
Q3 | $1.04M | Buy |
8,378
+3,892
| +87% | +$473K | 0.52% | 46 |
|
|
2016
Q2 | $524K | Buy |
4,486
+2,494
| +125% | +$281K | 0.27% | 57 |
|
|
2016
Q1 | $220K | Hold |
1,992
| – | – | 0.13% | 58 |
|
|
2015
Q4 | $224 | Sell |
1,992
-60
| -3% | -$6.92K | 0.1% | 52 |
|
|
2015
Q3 | $224K | Hold |
2,052
| – | – | 0.14% | 50 |
|
|
2015
Q2 | $256K | Sell |
2,052
-1,007
| -33% | -$126K | 0.15% | 49 |
|
|
2015
Q1 | $380K | Hold |
3,059
| – | – | 0.23% | 45 |
|
|
2014
Q4 | $366K | Sell |
3,059
-750
| -20% | -$85.8K | 0.24% | 47 |
|
|
2014
Q3 | $417K | Buy |
3,809
+1,750
| +85% | +$200K | 0.29% | 44 |
|
|
2014
Q2 | $245K | Hold |
2,059
| – | – | 0.18% | 54 |
|
|
2014
Q1 | $240K | Buy |
+2,059
| New | +$238K | 0.18% | 55 |
|
Other funds holding IWM
RKL Wealth Management's IWM Position: Q1 2026 in Review
RKL Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.6% in Q1 2026, selling an estimated $156K and leaving 10,133 shares worth $2.51M. The position accounts for 0.23% of the portfolio, ranked #58.
RKL Wealth Management first reported a position in IWM in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.9M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- RKL Wealth Management held 10,133 shares of iShares Russell 2000 ETF worth $2.51M as of Q1 2026.
- RKL Wealth Management sold 604 iShares Russell 2000 ETF shares in Q1 2026, an estimated $156K.
- iShares Russell 2000 ETF made up 0.23% of RKL Wealth Management's portfolio in Q1 2026, its #58 holding.
- RKL Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 49 quarters since.
- RKL Wealth Management's iShares Russell 2000 ETF position peaked at $2.9M in Q3 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.