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

Van Hulzen 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 Q1	–	Sell	-960	Closed	-$236K	–	368
2025 Q4	$236K	Buy	+960	New	+$236K	0.02%	299
2025 Q3	–	Sell	-939	Closed	-$203K	–	341
2025 Q2	$203K	Buy	+939	New	+$189K	0.02%	308
2025 Q1	–	Sell	-1,004	Closed	-$222K	–	699
2024 Q4	$222K	Buy	+1,004	New	+$229K	0.02%	295
2023 Q1	–	Sell	-1,308	Closed	-$228K	–	313
2022 Q4	$228K	Buy	+1,308	New	+$233K	0.03%	255
2022 Q3	–	Sell	-1,477	Closed	-$250K	–	294
2022 Q2	$250K	Buy	1,477 +308	+26%	+$56.8K	0.03%	248
2022 Q1	$240K	Sell	1,169 -100	-8%	-$20.4K	0.03%	262
2021 Q4	$282K	Buy	+1,269	New	+$287K	0.03%	243
2021 Q3	–	Sell	-883	Closed	-$203K	–	288
2021 Q2	$203K	Buy	+883	New	+$199K	0.03%	256
2021 Q1	–	Sell	-18,738	Closed	-$3.67M	–	292
2020 Q4	$3.67M	Sell	18,738 -1,552	-8%	-$272K	0.56%	53
2020 Q3	$3.04M	Sell	20,290 -858	-4%	-$129K	0.46%	55
2020 Q2	$3.03M	Sell	21,148 -111	-0.5%	-$14.6K	0.46%	50
2020 Q1	$2.43M	Sell	21,259 -248	-1%	-$37K	0.52%	46
2019 Q4	$3.56M	Buy	21,507 +1,857	+9%	+$293K	0.69%	42
2019 Q3	$2.97M	Sell	19,650 -1,201	-6%	-$183K	0.63%	46
2019 Q2	$3.24M	Buy	20,851 +4,208	+25%	+$649K	0.71%	42
2019 Q1	$2.55M	Buy	16,643 +4,903	+42%	+$737K	0.69%	36
2018 Q4	$1.57M	Buy	11,740 +8,554	+268%	+$1.28M	0.46%	60
2018 Q3	$537K	Buy	3,186 +1,107	+53%	+$187K	0.14%	117
2018 Q2	$341K	Sell	2,079 -22	-1%	-$3.52K	0.1%	130
2018 Q1	$319K	Buy	2,101 +672	+47%	+$104K	0.1%	134
2017 Q4	$218K	Buy	+1,429	New	+$215K	0.07%	190

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

Van Hulzen Asset Management's IWM Position: Q1 2026 in Review

Van Hulzen Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 960 shares — an estimated $236K sold.

Van Hulzen Asset Management first reported a position in IWM in Q4 2017 and held it in 21 quarters. The position peaked at $3.67M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Van Hulzen Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Van Hulzen Asset Management sold 960 iShares Russell 2000 ETF shares in Q1 2026, an estimated $236K.
Van Hulzen Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 21 quarters.
Van Hulzen Asset Management's iShares Russell 2000 ETF position peaked at $3.67M in Q4 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.