Townsend Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Townsend Asset 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	$1.15M	Sell	3,834 -18	-0.5%	-$5.06K	0.37%	62
2026 Q1	$955K	Buy	3,852 +72	+2%	+$18.6K	0.35%	60
2025 Q4	$930K	Buy	3,780 +4	+0.1%	+$983	0.33%	59
2025 Q3	$914K	Sell	3,776 -247	-6%	-$56.7K	0.33%	59
2025 Q2	$868K	Sell	4,023 -335	-8%	-$67.4K	0.31%	59
2025 Q1	$869K	Sell	4,358 -786	-15%	-$171K	0.34%	58
2024 Q4	$1.14M	Buy	5,144 +9	+0.2%	+$2.05K	0.42%	53
2024 Q3	$1.13M	Buy	5,135 +1,569	+44%	+$336K	0.42%	55
2024 Q2	$723K	Buy	3,566 +6	+0.2%	+$1.21K	0.28%	67
2024 Q1	$749K	Buy	3,560 +6	+0.2%	+$1.2K	0.3%	64
2023 Q4	$713K	Buy	3,554 +18	+0.5%	+$3.23K	0.33%	60
2023 Q3	$625K	Hold	3,536	–	–	0.32%	62
2023 Q2	$662K	Buy	3,536 +6	+0.2%	+$1.07K	0.32%	63
2023 Q1	$630K	Sell	3,530 -2,113	-37%	-$389K	0.33%	65
2022 Q4	$984K	Buy	5,643 +49	+0.9%	+$8.71K	0.49%	54
2022 Q3	$923K	Hold	5,594	–	–	0.52%	53
2022 Q2	$947K	Buy	5,594 +9	+0.2%	+$1.66K	0.49%	53
2022 Q1	$1.15M	Buy	5,585 +6	+0.1%	+$1.22K	0.56%	48
2021 Q4	$1.24M	Sell	5,579 -71	-1%	-$16K	0.59%	45
2021 Q3	$1.24M	Buy	5,650 +89	+2%	+$19.7K	0.66%	41
2021 Q2	$1.27M	Buy	5,561 +225	+4%	+$50.6K	0.71%	40
2021 Q1	$1.18M	Sell	5,336 -434	-8%	-$94.8K	0.73%	38
2020 Q4	$1.13M	Buy	5,770 +10	+0.2%	+$1.75K	0.75%	37
2020 Q3	$863K	Sell	5,760 -42	-0.7%	-$6.32K	0.7%	40
2020 Q2	$831K	Sell	5,802 -56	-1%	-$7.35K	0.67%	41
2020 Q1	$671K	Sell	5,858 -634	-10%	-$94.5K	0.69%	45
2019 Q4	$1.08M	Buy	+6,492	New	+$1.03M	0.87%	36

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Townsend Asset Management's IWM Position: Q2 2026 in Review

Townsend Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.47% in Q2 2026, selling an estimated $5.06K and leaving 3,834 shares worth $1.15M. The position accounts for 0.37% of the portfolio, ranked #62.

Townsend Asset Management first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q2 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Townsend Asset Management held 3,834 shares of iShares Russell 2000 ETF worth $1.15M as of Q2 2026.
Townsend Asset Management sold 18 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.06K.
iShares Russell 2000 ETF made up 0.37% of Townsend Asset Management's portfolio in Q2 2026, its #62 holding.
Townsend Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
Townsend Asset Management's iShares Russell 2000 ETF position peaked at $1.27M in Q2 2021.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.