TVAMP
IWM icon

Tennessee Valley Asset Management Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Tennessee Valley Asset Management Partners’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 		$450K Sell
1,816
-72
-4% -$18.6K 0.06% 122
2025
Q4 		$465K Sell
1,888
-151
-7% -$37.1K 0.06% 115
2025
Q3 		$493K Buy
+2,039
New +$468K 0.07% 110
2025
Q2 		– Sell
-2,693
Closed -$537K – 123
2025
Q1 		$537K Sell
2,693
-287
-10% -$62.3K 0.09% 92
2024
Q4 		$658K Buy
2,980
+395
+15% +$90.1K 0.11% 82
2024
Q3 		$571K Buy
2,585
+681
+36% +$146K 0.09% 87
2024
Q2 		$386K Buy
1,904
+381
+25% +$77K 0.07% 108
2024
Q1 		$320K Sell
1,523
-7,307
-83% -$1.46M 0.08% 101
2023
Q4 		$1.77M Buy
8,830
+7,624
+632% +$1.37M 0.24% 56
2023
Q3 		$213K Buy
1,206
+45
+4% +$8.45K 0.07% 103
2023
Q2 		$217K Buy
1,161
+21
+2% +$3.74K 0.07% 101
2023
Q1 		$203K Sell
1,140
-751
-40% -$138K 0.07% 99
2022
Q4 		$330K Sell
1,891
-51
-3% -$9.07K 0.11% 83
2022
Q3 		$320K Sell
1,942
-4
-0.2% -$730 0.13% 69
2022
Q2 		$330K Sell
1,946
-8
-0.4% -$1.48K 0.13% 59
2022
Q1 		$401K Sell
1,954
-11
-0.6% -$2.24K 0.14% 51
2021
Q4 		$437K Buy
1,965
+178
+10% +$40.2K 0.15% 48
2021
Q3 		$391K Buy
+1,787
New +$396K 0.15% 56
2021
Q2 		– Sell
-2,127
Closed -$470K – 64
2021
Q1 		$470K Buy
2,127
+31
+1% +$6.77K 0.12% 66
2020
Q4 		$411K Buy
+2,096
New +$367K 0.1% 65
2019
Q3 		– Sell
-2,024
Closed -$315K – 60
2019
Q2 		$315K Sell
2,024
-65
-3% -$10K 0.24% 44
2019
Q1 		$320K Sell
2,089
-119
-5% -$17.9K 0.28% 43
2018
Q4 		$296K Buy
+2,208
New +$329K 0.34% 42

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IWM Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q1 2026, selling an estimated $18.6K and leaving 1,816 shares worth $450K. The position accounts for 0.06% of the portfolio, ranked #122.

Tennessee Valley Asset Management Partners first reported a position in IWM in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.77M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 1,816 shares of iShares Russell 2000 ETF worth $450K as of Q1 2026.
  • Tennessee Valley Asset Management Partners sold 72 iShares Russell 2000 ETF shares in Q1 2026, an estimated $18.6K.
  • iShares Russell 2000 ETF made up 0.06% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #122 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 23 quarters since.
  • Tennessee Valley Asset Management Partners's iShares Russell 2000 ETF position peaked at $1.77M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.