RPG Investment Advisory’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 | $806K | Buy |
3,249
+10
| +0.3% | +$2.58K | 0.1% | 65 |
|
|
2025
Q4 | $797K | Buy |
3,239
+160
| +5% | +$39.3K | 0.09% | 65 |
|
|
2025
Q3 | $745K | Buy |
3,079
+15
| +0.5% | +$3.44K | 0.09% | 63 |
|
|
2025
Q2 | $661K | Sell |
3,064
-3,694
| -55% | -$743K | 0.08% | 62 |
|
|
2025
Q1 | $1.35M | Buy |
6,758
+3,405
| +102% | +$739K | 0.1% | 59 |
|
|
2024
Q4 | $741K | Buy |
3,353
+225
| +7% | +$51.3K | 0.1% | 63 |
|
|
2024
Q3 | $691K | Buy |
3,128
+737
| +31% | +$158K | 0.1% | 65 |
|
|
2024
Q2 | $485K | Buy |
2,391
+145
| +6% | +$29.3K | 0.07% | 70 |
|
|
2024
Q1 | $472K | Buy |
2,246
+602
| +37% | +$120K | 0.07% | 69 |
|
|
2023
Q4 | $330K | Buy |
1,644
+110
| +7% | +$19.7K | 0.05% | 77 |
|
|
2023
Q3 | $271K | Sell |
1,534
-1
| -0.1% | -$188 | 0.05% | 77 |
|
|
2023
Q2 | $287K | Sell |
1,535
-22,392
| -94% | -$3.99M | 0.05% | 79 |
|
|
2023
Q1 | $4.27M | Sell |
23,927
-119
| -0.5% | -$21.9K | 0.75% | 57 |
|
|
2022
Q4 | $4.19M | Buy |
24,046
+22
| +0.1% | +$3.91K | 0.81% | 56 |
|
|
2022
Q3 | $3.96M | Buy |
24,024
+8
| +0% | +$1.46K | 0.85% | 53 |
|
|
2022
Q2 | $4.07M | Sell |
24,016
-9,369
| -28% | -$1.73M | 0.82% | 56 |
|
|
2022
Q1 | $6.85M | Buy |
33,385
+2,233
| +7% | +$456K | 1.12% | 40 |
|
|
2021
Q4 | $6.93M | Buy |
31,152
+28,660
| +1,150% | +$6.48M | 1.08% | 46 |
|
|
2021
Q3 | $545K | Buy |
2,492
+69
| +3% | +$15.3K | 0.09% | 84 |
|
|
2021
Q2 | $556K | Buy |
2,423
+2,273
| +1,515% | +$511K | 0.09% | 83 |
|
|
2021
Q1 | $33K | Buy |
150
+93
| +163% | +$20.3K | 0.01% | 143 |
|
|
2020
Q4 | $11K | Hold |
57
| – | – | ﹤0.01% | 197 |
|
|
2020
Q3 | $9K | Hold |
57
| – | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $8K | Hold |
57
| – | – | ﹤0.01% | 207 |
|
|
2020
Q1 | $7K | Hold |
57
| – | – | ﹤0.01% | 187 |
|
|
2019
Q4 | $9K | Hold |
57
| – | – | ﹤0.01% | 187 |
|
|
2019
Q3 | $9K | Hold |
57
| – | – | ﹤0.01% | 180 |
|
|
2019
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 183 |
|
|
2019
Q1 | $9K | Hold |
57
| – | – | ﹤0.01% | 201 |
|
|
2018
Q4 | $8K | Hold |
57
| – | – | ﹤0.01% | 202 |
|
|
2018
Q3 | $10K | Hold |
57
| – | – | ﹤0.01% | 214 |
|
|
2018
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 228 |
|
|
2018
Q1 | $9K | Hold |
57
| – | – | ﹤0.01% | 289 |
|
|
2017
Q4 | $9K | Hold |
57
| – | – | ﹤0.01% | 290 |
|
|
2017
Q3 | $8K | Hold |
57
| – | – | ﹤0.01% | 258 |
|
|
2017
Q2 | $8K | Buy |
+57
| New | +$7.89K | ﹤0.01% | 223 |
|
Other funds holding IWM
RPG Investment Advisory's IWM Position: Q1 2026 in Review
RPG Investment Advisory increased its iShares Russell 2000 ETF (IWM) stake by 0.31% in Q1 2026, buying an estimated $2.58K and bringing the position to 3,249 shares worth $806K. The position accounts for 0.1% of the portfolio, ranked #65.
RPG Investment Advisory first reported a position in IWM in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.93M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- RPG Investment Advisory held 3,249 shares of iShares Russell 2000 ETF worth $806K as of Q1 2026.
- RPG Investment Advisory bought 10 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.58K.
- iShares Russell 2000 ETF made up 0.1% of RPG Investment Advisory's portfolio in Q1 2026, its #65 holding.
- RPG Investment Advisory first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 36 quarters since.
- RPG Investment Advisory's iShares Russell 2000 ETF position peaked at $6.93M in Q4 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on RPG Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.