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Stordahl Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Stordahl Capital 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
Q2 		$6.47M Sell
21,530
-409
-2% -$115K 1.18% 14
2026
Q1 		$5.44M Sell
21,939
-1,096
-5% -$283K 1.12% 14
2025
Q4 		$5.67M Sell
23,035
-270
-1% -$66.4K 1.17% 15
2025
Q3 		$5.64M Sell
23,305
-215
-0.9% -$49.3K 1.18% 15
2025
Q2 		$5.08M Sell
23,520
-2,625
-10% -$528K 1.13% 15
2025
Q1 		$5.22M Buy
26,145
+23
+0.1% +$4.99K 1.24% 14
2024
Q4 		$5.77M Sell
26,122
-204
-0.8% -$46.5K 1.37% 14
2024
Q3 		$5.74M Buy
26,326
+738
+3% +$158K 1.36% 14
2024
Q2 		$5.19M Sell
25,588
-1,504
-6% -$304K 1.3% 14
2024
Q1 		$5.7M Sell
27,092
-492
-2% -$98.1K 1.43% 14
2023
Q4 		$5.54M Buy
27,584
+15
+0.1% +$2.69K 1.51% 14
2023
Q3 		$4.87M Sell
27,569
-216
-0.8% -$40.5K 1.47% 14
2023
Q2 		$5.2M Buy
27,785
+93
+0.3% +$16.6K 1.5% 14
2023
Q1 		$4.94M Buy
27,692
+179
+0.7% +$33K 1.5% 14
2022
Q4 		$4.8M Sell
27,513
-14
-0.1% -$2.49K 1.57% 14
2022
Q3 		$4.54M Sell
27,527
-463
-2% -$84.4K 1.64% 14
2022
Q2 		$4.74M Buy
27,990
+135
+0.5% +$24.9K 1.8% 13
2022
Q1 		$5.72M Sell
27,855
-93
-0.3% -$19K 2.12% 11
2021
Q4 		$6.22M Sell
27,948
-297
-1% -$67.1K 2.31% 11
2021
Q3 		$6.18M Sell
28,245
-80
-0.3% -$17.7K 2.46% 10
2021
Q2 		$6.5M Sell
28,325
-156
-0.5% -$35.1K 2.63% 10
2021
Q1 		$6.29M Sell
28,481
-722
-2% -$158K 2.65% 11
2020
Q4 		$5.73M Sell
29,203
-110
-0.4% -$19.2K 2.6% 10
2020
Q3 		$4.39M Sell
29,313
-79
-0.3% -$11.9K 2.27% 10
2020
Q2 		$4.21M Sell
29,392
-1,315
-4% -$173K 2.34% 10
2020
Q1 		$3.21M Sell
30,707
-430
-1% -$64.1K 1.99% 12
2019
Q4 		$5.16M Sell
31,137
-165
-0.5% -$26.1K 2.09% 13
2019
Q3 		$4.74M Sell
31,302
-1,539
-5% -$235K 1.89% 13
2019
Q2 		$5.1M Buy
32,841
+14
+0% +$2.16K 1.98% 13
2019
Q1 		$5.16M Sell
32,827
-248
-0.7% -$37.3K 2.1% 13
2018
Q4 		$4.43M Sell
33,075
-165
-0.5% -$24.6K 2.17% 13
2018
Q3 		$5.09M Sell
33,240
-1,383
-4% -$233K 2.27% 13
2018
Q2 		$5.67M Sell
34,623
-560
-2% -$89.6K 2.55% 13
2018
Q1 		$5.34M Sell
35,183
-444
-1% -$68.6K 2.54% 13
2017
Q4 		$5.43M Buy
+35,627
New +$5.35M 2.58% 13

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Stordahl Capital Management's IWM Position: Q2 2026 in Review

Stordahl Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $115K and leaving 21,530 shares worth $6.47M. The position accounts for 1.18% of the portfolio, ranked #14.

Stordahl Capital Management first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.5M in Q2 2021. 955 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Stordahl Capital Management held 21,530 shares of iShares Russell 2000 ETF worth $6.47M as of Q2 2026.
  • Stordahl Capital Management sold 409 iShares Russell 2000 ETF shares in Q2 2026, an estimated $115K.
  • iShares Russell 2000 ETF made up 1.18% of Stordahl Capital Management's portfolio in Q2 2026, its #14 holding.
  • Stordahl Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Stordahl Capital Management's iShares Russell 2000 ETF position peaked at $6.5M in Q2 2021.
  • 955 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.