Stelac Advisory Services’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 | $727K | Buy |
2,931
+888
| +43% | +$229K | 0.15% | 82 |
|
|
2025
Q4 | $503K | Hold |
2,043
| – | – | 0.18% | 60 |
|
|
2025
Q3 | $494K | Buy |
2,043
+428
| +27% | +$98.2K | 0.17% | 61 |
|
|
2025
Q2 | $349K | Sell |
1,615
-1,612
| -50% | -$324K | 0.13% | 63 |
|
|
2025
Q1 | $644K | Sell |
3,227
-215
| -6% | -$46.6K | 0.27% | 54 |
|
|
2024
Q4 | $761K | Buy |
3,442
+1,115
| +48% | +$254K | 0.3% | 50 |
|
|
2024
Q3 | $514K | Sell |
2,327
-84
| -3% | -$18K | 0.21% | 56 |
|
|
2024
Q2 | $489K | Buy |
2,411
+66
| +3% | +$13.3K | 0.21% | 58 |
|
|
2024
Q1 | $493K | Buy |
2,345
+245
| +12% | +$48.9K | 0.23% | 53 |
|
|
2023
Q4 | $421K | Buy |
2,100
+170
| +9% | +$30.5K | 0.23% | 53 |
|
|
2023
Q3 | $340K | Buy |
1,930
+186
| +11% | +$34.9K | 0.19% | 66 |
|
|
2023
Q2 | $326K | Hold |
1,744
| – | – | 0.15% | 113 |
|
|
2023
Q1 | $311K | Sell |
1,744
-128
| -7% | -$23.6K | 0.14% | 112 |
|
|
2022
Q4 | $326K | Hold |
1,872
| – | – | 0.15% | 112 |
|
|
2022
Q3 | $309K | Hold |
1,872
| – | – | 0.14% | 114 |
|
|
2022
Q2 | $317K | Sell |
1,872
-33
| -2% | -$6.08K | 0.13% | 117 |
|
|
2022
Q1 | $391K | Sell |
1,905
-142
| -7% | -$29K | 0.14% | 63 |
|
|
2021
Q4 | $456K | Sell |
2,047
-914
| -31% | -$207K | 0.12% | 101 |
|
|
2021
Q3 | $647K | Sell |
2,961
-315
| -10% | -$69.8K | 0.17% | 88 |
|
|
2021
Q2 | $751K | Buy |
3,276
+110
| +3% | +$24.7K | 0.17% | 99 |
|
|
2021
Q1 | $700K | Sell |
3,166
-244
| -7% | -$53.3K | 0.26% | 77 |
|
|
2020
Q4 | $670K | Buy |
3,410
+13
| +0.4% | +$2.27K | 0.17% | 93 |
|
|
2020
Q3 | $508K | Sell |
3,397
-865
| -20% | -$130K | 0.17% | 86 |
|
|
2020
Q2 | $611K | Hold |
4,262
| – | – | 0.24% | 52 |
|
|
2020
Q1 | $487K | Buy |
4,262
+385
| +10% | +$57.4K | 0.23% | 52 |
|
|
2019
Q4 | $642K | Hold |
3,877
| – | – | 0.46% | 32 |
|
|
2019
Q3 | $587K | Hold |
3,877
| – | – | 0.42% | 32 |
|
|
2019
Q2 | $603K | Sell |
3,877
-1,200
| -24% | -$185K | 0.46% | 29 |
|
|
2019
Q1 | $680K | Hold |
5,077
| – | – | 0.33% | 29 |
|
|
2018
Q4 | $680K | Sell |
5,077
-1,317
| -21% | -$197K | 0.33% | 29 |
|
|
2018
Q3 | $1.08M | Sell |
6,394
-3,286
| -34% | -$555K | 0.32% | 33 |
|
|
2018
Q2 | $1.58M | Sell |
9,680
-65
| -0.7% | -$10.4K | 0.44% | 24 |
|
|
2018
Q1 | $1.48M | Buy |
9,745
+2,633
| +37% | +$407K | 0.45% | 22 |
|
|
2017
Q4 | $1.08M | Buy |
7,112
+259
| +4% | +$38.9K | 0.46% | 18 |
|
|
2017
Q3 | $1.01M | Buy |
6,853
+3,178
| +86% | +$447K | 0.31% | 28 |
|
|
2017
Q2 | $518K | Buy |
3,675
+35
| +1% | +$4.84K | 0.17% | 33 |
|
|
2017
Q1 | $493K | Buy |
3,640
+182
| +5% | +$24.9K | 0.15% | 35 |
|
|
2016
Q4 | $466K | Buy |
3,458
+1,100
| +47% | +$141K | 0.15% | 39 |
|
|
2016
Q3 | $293K | Sell |
2,358
-3,227
| -58% | -$392K | 0.09% | 35 |
|
|
2016
Q2 | $642K | Buy |
5,585
+2,714
| +95% | +$306K | 0.2% | 26 |
|
|
2016
Q1 | $318K | Sell |
2,871
-5,294
| -65% | -$548K | 0.1% | 30 |
|
|
2015
Q4 | $919K | Sell |
8,165
-22,892
| -74% | -$2.64M | 0.29% | 23 |
|
|
2015
Q3 | $3.32M | Sell |
31,057
-5,062
| -14% | -$600K | 0.92% | 18 |
|
|
2015
Q2 | $4.36M | Buy |
36,119
+3,735
| +12% | +$467K | 1.14% | 18 |
|
|
2015
Q1 | $3.98M | Sell |
32,384
-30,346
| -48% | -$3.66M | 1.09% | 17 |
|
|
2014
Q4 | $7.31M | Buy |
62,730
+9,106
| +17% | +$1.04M | 2.14% | 15 |
|
|
2014
Q3 | $5.63M | Buy |
53,624
+11,123
| +26% | +$1.27M | 1.74% | 15 |
|
|
2014
Q2 | $4.72M | Buy |
42,501
+2,856
| +7% | +$324K | 1.77% | 15 |
|
|
2014
Q1 | $4.3M | Buy |
39,645
+14,546
| +58% | +$1.68M | 1.63% | 14 |
|
|
2013
Q4 | $2.69M | Buy |
25,099
+242
| +1% | +$26.7K | 1.33% | 14 |
|
|
2013
Q3 | $2.56M | Buy |
24,857
+3,459
| +16% | +$358K | 1.32% | 14 |
|
|
2013
Q2 | $2.01M | Buy |
+21,398
| New | +$2.04M | 1.21% | 16 |
|
Other funds holding IWM
Stelac Advisory Services's IWM Position: Q1 2026 in Review
Stelac Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 43% in Q1 2026, buying an estimated $229K and bringing the position to 2,931 shares worth $727K. The position accounts for 0.15% of the portfolio, ranked #82.
Stelac Advisory Services first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.31M in Q4 2014. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Stelac Advisory Services held 2,931 shares of iShares Russell 2000 ETF worth $727K as of Q1 2026.
- Stelac Advisory Services bought 888 iShares Russell 2000 ETF shares in Q1 2026, an estimated $229K.
- iShares Russell 2000 ETF made up 0.15% of Stelac Advisory Services's portfolio in Q1 2026, its #82 holding.
- Stelac Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Stelac Advisory Services's iShares Russell 2000 ETF position peaked at $7.31M in Q4 2014.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.