Waters Parkerson & Co’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 | $28.3M | Buy |
114,206
+1,126
| +1% | +$290K | 1.46% | 22 |
|
|
2025
Q4 | $27.8M | Buy |
113,080
+14
| +0% | +$3.44K | 1.37% | 26 |
|
|
2025
Q3 | $27.4M | Sell |
113,066
-54
| -0% | -$12.4K | 1.33% | 27 |
|
|
2025
Q2 | $24.4M | Sell |
113,120
-131
| -0.1% | -$26.4K | 1.22% | 30 |
|
|
2025
Q1 | $22.6M | Buy |
113,251
+3,305
| +3% | +$717K | 1.21% | 31 |
|
|
2024
Q4 | $24.3M | Buy |
109,946
+1,793
| +2% | +$409K | 1.28% | 27 |
|
|
2024
Q3 | $23.9M | Buy |
108,153
+206
| +0.2% | +$44.1K | 1.21% | 29 |
|
|
2024
Q2 | $21.9M | Buy |
107,947
+6,104
| +6% | +$1.23M | 1.17% | 32 |
|
|
2024
Q1 | $21.4M | Buy |
101,843
+990
| +1% | +$197K | 1.1% | 34 |
|
|
2023
Q4 | $20.2M | Buy |
100,853
+1,263
| +1% | +$226K | 1.12% | 36 |
|
|
2023
Q3 | $17.6M | Buy |
99,590
+621
| +0.6% | +$117K | 1.05% | 39 |
|
|
2023
Q2 | $18.5M | Buy |
98,969
+2,097
| +2% | +$374K | 1.05% | 41 |
|
|
2023
Q1 | $17.3M | Buy |
96,872
+575
| +0.6% | +$106K | 1.02% | 39 |
|
|
2022
Q4 | $16.8M | Sell |
96,297
-48
| -0% | -$8.54K | 1.01% | 38 |
|
|
2022
Q3 | $15.9M | Buy |
96,345
+7,630
| +9% | +$1.39M | 1.06% | 37 |
|
|
2022
Q2 | $15M | Buy |
88,715
+5,117
| +6% | +$943K | 0.95% | 42 |
|
|
2022
Q1 | $17.2M | Buy |
83,598
+3,205
| +4% | +$654K | 0.96% | 43 |
|
|
2021
Q4 | $17.9M | Buy |
80,393
+378
| +0.5% | +$85.4K | 0.94% | 42 |
|
|
2021
Q3 | $17.5M | Buy |
80,015
+100
| +0.1% | +$22.2K | 1.01% | 42 |
|
|
2021
Q2 | $18.3M | Sell |
79,915
-813
| -1% | -$183K | 1.06% | 40 |
|
|
2021
Q1 | $17.8M | Buy |
80,728
+780
| +1% | +$170K | 1.1% | 39 |
|
|
2020
Q4 | $15.7M | Buy |
79,948
+93
| +0.1% | +$16.3K | 1.05% | 38 |
|
|
2020
Q3 | $12M | Sell |
79,855
-712
| -0.9% | -$107K | 0.9% | 42 |
|
|
2020
Q2 | $11.5M | Buy |
80,567
+6,386
| +9% | +$838K | 0.94% | 40 |
|
|
2020
Q1 | $8.49M | Buy |
74,181
+3,917
| +6% | +$584K | 0.82% | 40 |
|
|
2019
Q4 | $11.6M | Buy |
70,264
+541
| +0.8% | +$85.5K | 0.87% | 44 |
|
|
2019
Q3 | $10.6M | Buy |
69,723
+737
| +1% | +$113K | 0.85% | 43 |
|
|
2019
Q2 | $10.7M | Sell |
68,986
-158
| -0.2% | -$24.4K | 0.87% | 43 |
|
|
2019
Q1 | $10.6M | Buy |
69,144
+135
| +0.2% | +$20.3K | 0.89% | 41 |
|
|
2018
Q4 | $9.24M | Buy |
69,009
+334
| +0.5% | +$49.8K | 0.89% | 38 |
|
|
2018
Q3 | $11.6M | Sell |
68,675
-1,677
| -2% | -$283K | 0.95% | 41 |
|
|
2018
Q2 | $11.5M | Sell |
70,352
-809
| -1% | -$129K | 0.99% | 40 |
|
|
2018
Q1 | $10.8M | Buy |
71,161
+701
| +1% | +$108K | 0.95% | 42 |
|
|
2017
Q4 | $10.7M | Sell |
70,460
-2
| -0% | -$300 | 0.9% | 41 |
|
|
2017
Q3 | $10.4M | Buy |
70,462
+74
| +0.1% | +$10.4K | 0.92% | 40 |
|
|
2017
Q2 | $9.92M | Buy |
70,388
+599
| +0.9% | +$82.9K | 0.92% | 41 |
|
|
2017
Q1 | $9.6M | Buy |
69,789
+653
| +0.9% | +$89.2K | 0.91% | 42 |
|
|
2016
Q4 | $9.32M | Sell |
69,136
-516
| -0.7% | -$65.9K | 0.94% | 39 |
|
|
2016
Q3 | $8.65M | Sell |
69,652
-842
| -1% | -$102K | 0.89% | 39 |
|
|
2016
Q2 | $8.11M | Buy |
70,494
+732
| +1% | +$82.6K | 0.87% | 39 |
|
|
2016
Q1 | $7.72M | Buy |
69,762
+7,661
| +12% | +$793K | 0.85% | 39 |
|
|
2015
Q4 | $6.99M | Buy |
62,101
+5,972
| +11% | +$689K | 0.8% | 40 |
|
|
2015
Q3 | $6.13M | Buy |
56,129
+4,434
| +9% | +$526K | 0.78% | 44 |
|
|
2015
Q2 | $6.46M | Buy |
51,695
+1,896
| +4% | +$237K | 0.76% | 45 |
|
|
2015
Q1 | $6.19M | Buy |
49,799
+1,514
| +3% | +$183K | 0.73% | 46 |
|
|
2014
Q4 | $5.78M | Buy |
48,285
+3,994
| +9% | +$457K | 0.68% | 47 |
|
|
2014
Q3 | $4.84M | Buy |
44,291
+200
| +0.5% | +$22.9K | 0.58% | 49 |
|
|
2014
Q2 | $5.24M | Buy |
44,091
+6
| +0% | +$681 | 0.63% | 45 |
|
|
2014
Q1 | $5.13M | Sell |
44,085
-35
| -0.1% | -$4.04K | 0.63% | 46 |
|
|
2013
Q4 | $5.09M | Sell |
44,120
-130
| -0.3% | -$14.4K | 0.62% | 49 |
|
|
2013
Q3 | $4.72M | Sell |
44,250
-340
| -0.8% | -$35.2K | 0.63% | 47 |
|
|
2013
Q2 | $4.33M | Buy |
+44,590
| New | +$4.26M | 0.63% | 48 |
|
Other funds holding IWM
Waters Parkerson & Co's IWM Position: Q1 2026 in Review
Waters Parkerson & Co increased its iShares Russell 2000 ETF (IWM) stake by 1% in Q1 2026, buying an estimated $290K and bringing the position to 114,206 shares worth $28.3M. The position accounts for 1.46% of the portfolio, ranked #22.
Waters Parkerson & Co first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Waters Parkerson & Co held 114,206 shares of iShares Russell 2000 ETF worth $28.3M as of Q1 2026.
- Waters Parkerson & Co bought 1,126 iShares Russell 2000 ETF shares in Q1 2026, an estimated $290K.
- iShares Russell 2000 ETF made up 1.46% of Waters Parkerson & Co's portfolio in Q1 2026, its #22 holding.
- Waters Parkerson & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.