Stone House Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Stone House Investment Management’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	$76.9K	Sell	310 -18	-5%	-$4.64K	0.01%	141
2025 Q4	$80.8K	Buy	328 +21	+7%	+$5.16K	0.01%	128
2025 Q3	$74.4K	Hold	307	–	–	0.01%	127
2025 Q2	$66.1K	Buy	307 +1	+0.3%	+$201	0.01%	132
2025 Q1	$61K	Buy	+306	New	+$66.4K	0.01%	133
2024 Q4	–	Sell	-304	Closed	-$67.2K	–	203
2024 Q3	$67.2K	Buy	304 +1	+0.3%	+$214	0.01%	100
2024 Q2	$61.5K	Buy	303 +1	+0.3%	+$202	0.02%	109
2024 Q1	$63.5K	Buy	302 +1	+0.3%	+$199	0.01%	109
2023 Q4	$60.5K	Buy	301 +2	+0.7%	+$358	0.02%	79
2023 Q3	$52.8K	Hold	299	–	–	0.02%	80
2023 Q2	$56K	Buy	299 +1	+0.3%	+$178	0.02%	81
2023 Q1	$53.2K	Buy	+298	New	+$54.9K	0.02%	90
2019 Q2	–	Sell	-283	Closed	-$43K	–	120
2019 Q1	$43K	Buy	+283	New	+$42.5K	0.02%	99

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Stone House Investment Management's IWM Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.5% in Q1 2026, selling an estimated $4.64K and leaving 310 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #141.

Stone House Investment Management first reported a position in IWM in Q1 2019 and has held it in 13 quarters since. The position peaked at $80.8K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Stone House Investment Management held 310 shares of iShares Russell 2000 ETF worth $76.9K as of Q1 2026.
Stone House Investment Management sold 18 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.64K.
iShares Russell 2000 ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #141 holding.
Stone House Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's iShares Russell 2000 ETF position peaked at $80.8K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.