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Roundview Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Roundview Capital’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 		$991K Buy
3,995
+764
+24% +$197K 0.06% 213
2025
Q4 		$795K Buy
3,231
+1,351
+72% +$332K 0.05% 220
2025
Q3 		$455K Buy
1,880
+144
+8% +$33K 0.03% 270
2025
Q2 		$375K Sell
1,736
-30
-2% -$6.04K 0.03% 278
2025
Q1 		$352K Buy
1,766
+160
+10% +$34.7K 0.03% 275
2024
Q4 		$355K Sell
1,606
-16
-1% -$3.65K 0.02% 289
2024
Q3 		$358K Sell
1,622
-223
-12% -$47.7K 0.03% 296
2024
Q2 		$374K Sell
1,845
-15
-0.8% -$3.03K 0.03% 277
2024
Q1 		$391K Sell
1,860
-20
-1% -$3.99K 0.03% 274
2023
Q4 		$377K Sell
1,880
-17
-0.9% -$3.05K 0.03% 266
2023
Q3 		$335K Buy
1,897
+209
+12% +$39.2K 0.03% 265
2023
Q2 		$316K Buy
1,688
+150
+10% +$26.7K 0.03% 268
2023
Q1 		$274K Sell
1,538
-30
-2% -$5.52K 0.03% 285
2022
Q4 		$273K Buy
1,568
+30
+2% +$5.33K 0.03% 261
2022
Q3 		$254K Hold
1,538
– – 0.03% 257
2022
Q2 		$260K Hold
1,538
– – 0.03% 254
2022
Q1 		$316K Hold
1,538
– – 0.03% 255
2021
Q4 		$342K Hold
1,538
– – 0.03% 258
2021
Q3 		$336K Buy
+1,538
New +$341K 0.04% 254

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

Roundview Capital's IWM Position: Q1 2026 in Review

Roundview Capital increased its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2026, buying an estimated $197K and bringing the position to 3,995 shares worth $991K. The position accounts for 0.06% of the portfolio, ranked #213.

Roundview Capital first reported a position in IWM in Q3 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Roundview Capital held 3,995 shares of iShares Russell 2000 ETF worth $991K as of Q1 2026.
  • Roundview Capital bought 764 iShares Russell 2000 ETF shares in Q1 2026, an estimated $197K.
  • iShares Russell 2000 ETF made up 0.06% of Roundview Capital's portfolio in Q1 2026, its #213 holding.
  • Roundview Capital first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.