St Louis Trust’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 | $7.8M | Buy |
31,465
+2,706
| +9% | +$698K | 0.91% | 21 |
|
|
2025
Q4 | $7.08M | Buy |
28,759
+3
| +0% | +$738 | 0.81% | 23 |
|
|
2025
Q3 | $6.96M | Sell |
28,756
-5,584
| -16% | -$1.28M | 0.87% | 23 |
|
|
2025
Q2 | $7.41M | Sell |
34,340
-126
| -0.4% | -$25.4K | 0.99% | 21 |
|
|
2025
Q1 | $6.88M | Sell |
34,466
-3,348
| -9% | -$726K | 1% | 21 |
|
|
2024
Q4 | $8.36M | Sell |
37,814
-51
| -0.1% | -$11.6K | 1.19% | 16 |
|
|
2024
Q3 | $8.36M | Buy |
37,865
+1,002
| +3% | +$214K | 1.18% | 16 |
|
|
2024
Q2 | $7.48M | Buy |
36,863
+77
| +0.2% | +$15.6K | 1.14% | 17 |
|
|
2024
Q1 | $7.71M | Buy |
36,786
+5,347
| +17% | +$1.07M | 1.2% | 16 |
|
|
2023
Q4 | $6.31M | Buy |
31,439
+68
| +0.2% | +$12.2K | 1.09% | 16 |
|
|
2023
Q3 | $5.54M | Buy |
31,371
+1,174
| +4% | +$220K | 1.04% | 17 |
|
|
2023
Q2 | $5.65M | Buy |
30,197
+18
| +0.1% | +$3.21K | 1.04% | 18 |
|
|
2023
Q1 | $5.38M | Buy |
30,179
+25
| +0.1% | +$4.6K | 1.08% | 16 |
|
|
2022
Q4 | $5.26M | Sell |
30,154
-9,553
| -24% | -$1.7M | 1.12% | 19 |
|
|
2022
Q3 | $7.79M | Buy |
39,707
+2,745
| +7% | +$501K | 2.21% | 7 |
|
|
2022
Q2 | $6.26M | Buy |
36,962
+14
| +0% | +$2.58K | 1.35% | 16 |
|
|
2022
Q1 | $7.58M | Sell |
36,948
-508
| -1% | -$104K | 1.62% | 15 |
|
|
2021
Q4 | $8.33M | Sell |
37,456
-15
| -0% | -$3.39K | 1.76% | 14 |
|
|
2021
Q3 | $8.2M | Hold |
37,471
| – | – | 2.16% | 10 |
|
|
2021
Q2 | $8.6M | Sell |
37,471
-16,175
| -30% | -$3.64M | 2.13% | 10 |
|
|
2021
Q1 | $11.9M | Buy |
53,646
+2,282
| +4% | +$498K | 2.92% | 6 |
|
|
2020
Q4 | $10.1M | Sell |
51,364
-1,195
| -2% | -$209K | 2.91% | 7 |
|
|
2020
Q3 | $7.87M | Buy |
52,559
+1,689
| +3% | +$254K | 2.52% | 8 |
|
|
2020
Q2 | $7.28M | Buy |
50,870
+240
| +0.5% | +$31.5K | 2.18% | 10 |
|
|
2020
Q1 | $5.79M | Buy |
50,630
+1,755
| +4% | +$262K | 2.19% | 10 |
|
|
2019
Q4 | $8.1M | Sell |
48,875
-166
| -0.3% | -$26.2K | 2.31% | 9 |
|
|
2019
Q3 | $7.42M | Sell |
49,041
-1,215
| -2% | -$186K | 2.3% | 9 |
|
|
2019
Q2 | $7.82M | Buy |
50,256
+111
| +0.2% | +$17.1K | 2.47% | 8 |
|
|
2019
Q1 | $7.68M | Buy |
50,145
+57
| +0.1% | +$8.57K | 2.47% | 8 |
|
|
2018
Q4 | $6.71M | Sell |
50,088
-3,981
| -7% | -$594K | 2.43% | 8 |
|
|
2018
Q3 | $9.11M | Buy |
54,069
+17,822
| +49% | +$3.01M | 3.11% | 6 |
|
|
2018
Q2 | $5.94M | Sell |
36,247
-523
| -1% | -$83.7K | 1.98% | 9 |
|
|
2018
Q1 | $5.58M | Sell |
36,770
-18,162
| -33% | -$2.8M | 1.92% | 8 |
|
|
2017
Q4 | $8.38M | Sell |
54,932
-10
| -0% | -$1.5K | 3.3% | 6 |
|
|
2017
Q3 | $8.14M | Sell |
54,942
-1,123
| -2% | -$158K | 3.61% | 7 |
|
|
2017
Q2 | $7.9M | Sell |
56,065
-5
| -0% | -$692 | 3.64% | 6 |
|
|
2017
Q1 | $7.71M | Sell |
56,070
-2,919
| -5% | -$399K | 3.3% | 6 |
|
|
2016
Q4 | $7.96M | Sell |
58,989
-1,271
| -2% | -$162K | 3.77% | 6 |
|
|
2016
Q3 | $7.49M | Buy |
60,260
+199
| +0.3% | +$24.2K | 3.59% | 8 |
|
|
2016
Q2 | $6.91M | Sell |
60,061
-805
| -1% | -$90.8K | 3.67% | 8 |
|
|
2016
Q1 | $6.73M | Buy |
60,866
+1,160
| +2% | +$120K | 3.67% | 7 |
|
|
2015
Q4 | $6.72M | Buy |
+59,706
| New | +$6.89M | 4.25% | 7 |
|
Other funds holding IWM
St Louis Trust's IWM Position: Q1 2026 in Review
St Louis Trust increased its iShares Russell 2000 ETF (IWM) stake by 9.4% in Q1 2026, buying an estimated $698K and bringing the position to 31,465 shares worth $7.8M. The position accounts for 0.91% of the portfolio, ranked #21.
St Louis Trust first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.9M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- St Louis Trust held 31,465 shares of iShares Russell 2000 ETF worth $7.8M as of Q1 2026.
- St Louis Trust bought 2,706 iShares Russell 2000 ETF shares in Q1 2026, an estimated $698K.
- iShares Russell 2000 ETF made up 0.91% of St Louis Trust's portfolio in Q1 2026, its #21 holding.
- St Louis Trust first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
- St Louis Trust's iShares Russell 2000 ETF position peaked at $11.9M in Q1 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on St Louis Trust's 13F filing for Q1 2026, filed 14 May 2026.