Sunbelt Securities’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 | $1.89M | Sell |
7,631
-1,189
| -13% | -$307K | 0.12% | 149 |
|
|
2025
Q4 | $2.17M | Sell |
8,820
-1
| -0% | -$246 | 0.14% | 125 |
|
|
2025
Q3 | $2.13M | Buy |
8,821
+415
| +5% | +$95.2K | 0.15% | 123 |
|
|
2025
Q2 | $1.86M | Buy |
8,406
+408
| +5% | +$82.1K | 0.16% | 113 |
|
|
2025
Q1 | $1.6M | Sell |
7,998
-408
| -5% | -$88.5K | 0.14% | 121 |
|
|
2024
Q4 | $1.86M | Sell |
8,406
-2,508
| -23% | -$572K | 0.16% | 112 |
|
|
2024
Q3 | $2.41M | Buy |
10,914
+2,650
| +32% | +$567K | 0.24% | 89 |
|
|
2024
Q2 | $1.68M | Sell |
8,264
-169
| -2% | -$34.2K | 0.17% | 120 |
|
|
2024
Q1 | $1.77M | Sell |
8,433
-1,521
| -15% | -$303K | 0.2% | 107 |
|
|
2023
Q4 | $2M | Buy |
9,954
+359
| +4% | +$64.3K | 0.25% | 84 |
|
|
2023
Q3 | $1.7M | Buy |
9,595
+173
| +2% | +$32.5K | 0.23% | 93 |
|
|
2023
Q2 | $1.76M | Buy |
9,422
+101
| +1% | +$18K | 0.25% | 91 |
|
|
2023
Q1 | $1.63M | Sell |
9,321
-74
| -0.8% | -$13.6K | 0.26% | 92 |
|
|
2022
Q4 | $1.64M | Buy |
9,395
+2,549
| +37% | +$453K | 0.32% | 74 |
|
|
2022
Q3 | $1.13M | Buy |
6,846
+1,758
| +35% | +$321K | 0.24% | 113 |
|
|
2022
Q2 | $862K | Buy |
5,088
+618
| +14% | +$114K | 0.18% | 137 |
|
|
2022
Q1 | $927K | Sell |
4,470
-478
| -10% | -$97.5K | 0.17% | 153 |
|
|
2021
Q4 | $1M | Sell |
4,948
-338
| -6% | -$76.4K | 0.16% | 148 |
|
|
2021
Q3 | $1.14M | Hold |
5,286
| – | – | 0.2% | 129 |
|
|
2021
Q2 | $1.14M | Sell |
5,286
-4,395
| -45% | -$988K | 0.2% | 129 |
|
|
2021
Q1 | $2.14M | Buy |
9,681
+4,726
| +95% | +$1.03M | 0.42% | 60 |
|
|
2020
Q4 | $971K | Sell |
4,955
-847
| -15% | -$148K | 0.2% | 126 |
|
|
2020
Q3 | $869K | Sell |
5,802
-834
| -13% | -$125K | 0.24% | 108 |
|
|
2020
Q2 | $950K | Buy |
6,636
+399
| +6% | +$52.4K | 0.33% | 84 |
|
|
2020
Q1 | $720K | Sell |
6,237
-772
| -11% | -$115K | 0.03% | 178 |
|
|
2019
Q4 | $1.16M | Buy |
7,009
+406
| +6% | +$64.2K | 0.12% | 179 |
|
|
2019
Q3 | $999K | Buy |
6,603
+1,012
| +18% | +$155K | 0.11% | 187 |
|
|
2019
Q2 | $869K | Sell |
5,591
-313
| -5% | -$48.2K | 0.38% | 72 |
|
|
2019
Q1 | $904K | Sell |
5,904
-428
| -7% | -$64.3K | 0.45% | 64 |
|
|
2018
Q4 | $848K | Sell |
6,332
-3,110
| -33% | -$464K | 0.49% | 61 |
|
|
2018
Q3 | $1.59M | Buy |
9,442
+1,028
| +12% | +$174K | 0.85% | 34 |
|
|
2018
Q2 | $1.38M | Buy |
8,414
+6,720
| +397% | +$1.08M | 0.82% | 34 |
|
|
2018
Q1 | $257K | Sell |
1,694
-609
| -26% | -$94.1K | 0.24% | 148 |
|
|
2017
Q4 | $351K | Sell |
2,303
-107
| -4% | -$16.1K | 0.34% | 104 |
|
|
2017
Q3 | $357K | Buy |
+2,410
| New | +$339K | 0.38% | 94 |
|
Other funds holding IWM
Sunbelt Securities's IWM Position: Q1 2026 in Review
Sunbelt Securities reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, selling an estimated $307K and leaving 7,631 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #149.
Sunbelt Securities first reported a position in IWM in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.41M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Sunbelt Securities held 7,631 shares of iShares Russell 2000 ETF worth $1.89M as of Q1 2026.
- Sunbelt Securities sold 1,189 iShares Russell 2000 ETF shares in Q1 2026, an estimated $307K.
- iShares Russell 2000 ETF made up 0.12% of Sunbelt Securities's portfolio in Q1 2026, its #149 holding.
- Sunbelt Securities first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 35 quarters since.
- Sunbelt Securities's iShares Russell 2000 ETF position peaked at $2.41M in Q3 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.