Schnieders Capital 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
Q2 | $303K | Buy |
+1,010
| New | +$284K | 0.04% | 195 |
|
|
2025
Q4 | – | Sell |
-867
| Closed | -$210K | – | 223 |
|
|
2025
Q3 | $210K | Buy |
+867
| New | +$199K | 0.04% | 215 |
|
|
2025
Q1 | – | Sell |
-992
| Closed | -$219K | – | 209 |
|
|
2024
Q4 | $219K | Hold |
992
| – | – | 0.04% | 190 |
|
|
2024
Q3 | $219K | Hold |
992
| – | – | 0.04% | 195 |
|
|
2024
Q2 | $201K | Sell |
992
-275
| -22% | -$55.6K | 0.04% | 194 |
|
|
2024
Q1 | $266K | Hold |
1,267
| – | – | 0.05% | 170 |
|
|
2023
Q4 | $254K | Sell |
1,267
-9
| -0.7% | -$1.61K | 0.06% | 173 |
|
|
2023
Q3 | $226K | Sell |
1,276
-603
| -32% | -$113K | 0.05% | 167 |
|
|
2023
Q2 | $352K | Buy |
1,879
+129
| +7% | +$23K | 0.07% | 145 |
|
|
2023
Q1 | $312K | Sell |
1,750
-608
| -26% | -$112K | 0.07% | 158 |
|
|
2022
Q4 | $411K | Buy |
2,358
+524
| +29% | +$93.2K | 0.09% | 133 |
|
|
2022
Q3 | $303K | Hold |
1,834
| – | – | 0.08% | 152 |
|
|
2022
Q2 | $311K | Sell |
1,834
-496
| -21% | -$91.4K | 0.09% | 147 |
|
|
2022
Q1 | $478K | Buy |
2,330
+119
| +5% | +$24.3K | 0.11% | 126 |
|
|
2021
Q4 | $492K | Buy |
2,211
+343
| +18% | +$77.5K | 0.12% | 121 |
|
|
2021
Q3 | $409K | Hold |
1,868
| – | – | 0.11% | 128 |
|
|
2021
Q2 | $429K | Hold |
1,868
| – | – | 0.12% | 129 |
|
|
2021
Q1 | $413K | Hold |
1,868
| – | – | 0.12% | 125 |
|
|
2020
Q4 | $366K | Sell |
1,868
-100
| -5% | -$17.5K | 0.12% | 122 |
|
|
2020
Q3 | $295K | Sell |
1,968
-225
| -10% | -$33.8K | 0.11% | 129 |
|
|
2020
Q2 | $314K | Sell |
2,193
-882
| -29% | -$116K | 0.13% | 122 |
|
|
2020
Q1 | $352K | Sell |
3,075
-112
| -4% | -$16.7K | 0.17% | 101 |
|
|
2019
Q4 | $528K | Buy |
3,187
+100
| +3% | +$15.8K | 0.19% | 99 |
|
|
2019
Q3 | $467K | Sell |
3,087
-66
| -2% | -$10.1K | 0.19% | 98 |
|
|
2019
Q2 | $490K | Sell |
3,153
-1,300
| -29% | -$200K | 0.19% | 97 |
|
|
2019
Q1 | $681K | Buy |
4,453
+205
| +5% | +$30.8K | 0.29% | 82 |
|
|
2018
Q4 | $568K | Buy |
4,248
+198
| +5% | +$29.5K | 0.28% | 84 |
|
|
2018
Q3 | $683K | Buy |
4,050
+225
| +6% | +$38K | 0.28% | 82 |
|
|
2018
Q2 | $626K | Buy |
3,825
+150
| +4% | +$24K | 0.26% | 88 |
|
|
2018
Q1 | $558K | Buy |
3,675
+76
| +2% | +$11.7K | 0.24% | 93 |
|
|
2017
Q4 | $549K | Buy |
3,599
+35
| +1% | +$5.26K | 0.23% | 95 |
|
|
2017
Q3 | $528K | Buy |
3,564
+445
| +14% | +$62.6K | 0.23% | 93 |
|
|
2017
Q2 | $440K | Sell |
3,119
-1,680
| -35% | -$233K | 0.2% | 96 |
|
|
2017
Q1 | $660K | Sell |
4,799
-1,290
| -21% | -$176K | 0.32% | 83 |
|
|
2016
Q4 | $821K | Buy |
6,089
+2,425
| +66% | +$310K | 0.42% | 72 |
|
|
2016
Q3 | $455K | Sell |
3,664
-1,000
| -21% | -$122K | 0.26% | 89 |
|
|
2016
Q2 | $536K | Sell |
4,664
-200
| -4% | -$22.6K | 0.3% | 85 |
|
|
2016
Q1 | $538K | Buy |
+4,864
| New | +$504K | 0.32% | 82 |
|
Other funds holding IWM
Schnieders Capital Management's IWM Position: Q2 2026 in Review
Schnieders Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,010 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #195 among its holdings. This is a return to the name: Schnieders Capital Management previously reported a position in IWM as recently as Q3 2025.
Schnieders Capital Management first reported a position in IWM in Q1 2016 and has held it in 38 quarters since. The position peaked at $821K in Q4 2016. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Schnieders Capital Management held 1,010 shares of iShares Russell 2000 ETF worth $303K as of Q2 2026.
- iShares Russell 2000 ETF was a new Schnieders Capital Management position in Q2 2026.
- iShares Russell 2000 ETF made up 0.04% of Schnieders Capital Management's portfolio in Q2 2026, its #195 holding.
- Schnieders Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 38 quarters since.
- Schnieders Capital Management's iShares Russell 2000 ETF position peaked at $821K in Q4 2016.
- 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.