Van Strum & Towne’s iShares Russell 2000 ETF IWM Stock Holding History

Van Strum & Towne’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	$304K	Hold	1,225	–	–	0.09%	95
2025 Q4	$302K	Hold	1,225	–	–	0.08%	101
2025 Q3	$296K	Hold	1,225	–	–	0.09%	98
2025 Q2	$264K	Hold	1,225	–	–	0.08%	101
2025 Q1	$244K	Hold	1,225	–	–	0.08%	104
2024 Q4	$271K	Hold	1,225	–	–	0.1%	95
2024 Q3	$271K	Hold	1,225	–	–	0.09%	93
2024 Q2	$249K	Hold	1,225	–	–	0.09%	95
2024 Q1	$258K	Hold	1,225	–	–	0.09%	95
2023 Q4	$246K	Hold	1,225	–	–	0.1%	92
2023 Q3	$217K	Hold	1,225	–	–	0.09%	89
2023 Q2	$229K	Hold	1,225	–	–	0.09%	90
2023 Q1	$219K	Hold	1,225	–	–	0.09%	93
2022 Q4	$214K	Buy	+1,225	New	+$218K	0.09%	93
2021 Q1	–	Sell	-1,225	Closed	-$240K	–	100
2020 Q4	$240K	Buy	+1,225	New	+$214K	0.13%	84

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 Strum & Towne's IWM Position: Q1 2026 in Review

Van Strum & Towne held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,225 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #95.

Van Strum & Towne first reported a position in IWM in Q4 2020 and has held it in 15 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Van Strum & Towne held 1,225 shares of iShares Russell 2000 ETF worth $304K as of Q1 2026.
Van Strum & Towne left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.09% of Van Strum & Towne's portfolio in Q1 2026, its #95 holding.
Van Strum & Towne first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 15 quarters since.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.