Roman Butler Fullerton & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Roman Butler Fullerton & Co’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	$1.14M	Sell	4,365 -5,587	-56%	-$1.44M	0.31%	83
2025 Q4	$2.69M	Buy	9,952 +4,736	+91%	+$1.16M	0.7%	33
2025 Q3	$1.29M	Buy	+5,216	New	+$1.2M	0.35%	73
2025 Q1	–	Sell	-1,030	Closed	-$233K	–	237
2024 Q4	$233K	Buy	+1,030	New	+$235K	0.07%	209
2023 Q1	–	Sell	-1,150	Closed	-$215K	–	199
2022 Q4	$215K	Buy	+1,150	New	+$205K	0.11%	188
2022 Q1	–	Sell	-1,159	Closed	-$258K	–	208
2021 Q4	$258K	Buy	1,159 +220	+23%	+$49.7K	0.11%	158
2021 Q3	$211K	Sell	939 -2,824	-75%	-$626K	0.1%	182
2021 Q2	$863K	Buy	3,763 +832	+28%	+$187K	0.42%	76
2021 Q1	$657K	Buy	2,931 +1,560	+114%	+$341K	0.33%	94
2020 Q4	$269K	Buy	+1,371	New	+$240K	0.16%	142

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Roman Butler Fullerton & Co's IWM Position: Q1 2026 in Review

Roman Butler Fullerton & Co reduced its iShares Russell 2000 ETF (IWM) stake by 56% in Q1 2026, selling an estimated $1.44M and leaving 4,365 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #83.

Roman Butler Fullerton & Co first reported a position in IWM in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.69M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Roman Butler Fullerton & Co held 4,365 shares of iShares Russell 2000 ETF worth $1.14M as of Q1 2026.
Roman Butler Fullerton & Co sold 5,587 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.44M.
iShares Russell 2000 ETF made up 0.31% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #83 holding.
Roman Butler Fullerton & Co first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 10 quarters since.
Roman Butler Fullerton & Co's iShares Russell 2000 ETF position peaked at $2.69M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.