Rossmore Private Capital’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 | $8.37M | Buy |
33,743
+436
| +1% | +$112K | 0.73% | 32 |
|
|
2025
Q4 | $8.2M | Buy |
33,307
+4,956
| +17% | +$1.22M | 0.73% | 31 |
|
|
2025
Q3 | $6.86M | Sell |
28,351
-195
| -0.7% | -$44.7K | 0.74% | 31 |
|
|
2025
Q2 | $6.16M | Buy |
28,546
+261
| +0.9% | +$52.5K | 0.72% | 35 |
|
|
2025
Q1 | $5.64M | Sell |
28,285
-805
| -3% | -$175K | 0.69% | 38 |
|
|
2024
Q4 | $6.43M | Buy |
29,090
+507
| +2% | +$116K | 0.79% | 31 |
|
|
2024
Q3 | $6.31M | Sell |
28,583
-205
| -0.7% | -$43.9K | 0.78% | 35 |
|
|
2024
Q2 | $5.84M | Sell |
28,788
-90
| -0.3% | -$18.2K | 0.77% | 34 |
|
|
2024
Q1 | $6.07M | Buy |
28,878
+95
| +0.3% | +$19K | 0.79% | 35 |
|
|
2023
Q4 | $5.78M | Sell |
28,783
-321
| -1% | -$57.5K | 0.82% | 34 |
|
|
2023
Q3 | $5.14M | Buy |
29,104
+235
| +0.8% | +$44.1K | 0.78% | 33 |
|
|
2023
Q2 | $5.41M | Sell |
28,869
-399
| -1% | -$71.1K | 0.8% | 34 |
|
|
2023
Q1 | $5.22M | Sell |
29,268
-893
| -3% | -$164K | 0.82% | 33 |
|
|
2022
Q4 | $5.26M | Sell |
30,161
-188
| -0.6% | -$33.4K | 0.84% | 33 |
|
|
2022
Q3 | $5M | Buy |
30,349
+1,757
| +6% | +$320K | 0.9% | 32 |
|
|
2022
Q2 | $4.84M | Buy |
28,592
+4,136
| +17% | +$762K | 0.84% | 34 |
|
|
2022
Q1 | $5.02M | Sell |
24,456
-355
| -1% | -$72.4K | 0.78% | 32 |
|
|
2021
Q4 | $5.52M | Sell |
24,811
-319
| -1% | -$72.1K | 0.86% | 29 |
|
|
2021
Q3 | $5.49M | Buy |
25,130
+42
| +0.2% | +$9.31K | 0.94% | 27 |
|
|
2021
Q2 | $5.75M | Sell |
25,088
-74
| -0.3% | -$16.6K | 0.98% | 28 |
|
|
2021
Q1 | $5.56M | Sell |
25,162
-474
| -2% | -$103K | 1.04% | 25 |
|
|
2020
Q4 | $5.03M | Sell |
25,636
-921
| -3% | -$161K | 1.02% | 27 |
|
|
2020
Q3 | $3.97M | Buy |
26,557
+2,734
| +11% | +$411K | 0.93% | 29 |
|
|
2020
Q2 | $3.41M | Sell |
23,823
-4,660
| -16% | -$611K | 0.94% | 27 |
|
|
2020
Q1 | $3.25M | Sell |
28,483
-4,933
| -15% | -$735K | 1.12% | 22 |
|
|
2019
Q4 | $5.54M | Buy |
33,416
+480
| +1% | +$75.9K | 1.71% | 14 |
|
|
2019
Q3 | $5.07M | Buy |
32,936
+1,208
| +4% | +$184K | 1.7% | 14 |
|
|
2019
Q2 | $4.93M | Buy |
31,728
+327
| +1% | +$50.4K | 1.74% | 14 |
|
|
2019
Q1 | $4.81M | Sell |
31,401
-5,053
| -14% | -$759K | 1.77% | 13 |
|
|
2018
Q4 | $4.88M | Buy |
36,454
+8,107
| +29% | +$1.21M | 2.07% | 10 |
|
|
2018
Q3 | $4.78M | Buy |
28,347
+1,547
| +6% | +$261K | 1.91% | 11 |
|
|
2018
Q2 | $4.39M | Buy |
26,800
+3,694
| +16% | +$591K | 2.83% | 10 |
|
|
2018
Q1 | $3.51M | Buy |
23,106
+6,146
| +36% | +$949K | 3.55% | 7 |
|
|
2017
Q4 | $2.59M | Buy |
+16,960
| New | +$2.55M | 2.61% | 9 |
|
Other funds holding IWM
Rossmore Private Capital's IWM Position: Q1 2026 in Review
Rossmore Private Capital increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q1 2026, buying an estimated $112K and bringing the position to 33,743 shares worth $8.37M. The position accounts for 0.73% of the portfolio, ranked #32.
Rossmore Private Capital first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Rossmore Private Capital held 33,743 shares of iShares Russell 2000 ETF worth $8.37M as of Q1 2026.
- Rossmore Private Capital bought 436 iShares Russell 2000 ETF shares in Q1 2026, an estimated $112K.
- iShares Russell 2000 ETF made up 0.73% of Rossmore Private Capital's portfolio in Q1 2026, its #32 holding.
- Rossmore Private Capital first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.