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Wedgewood Investors’s iShares Russell 2000 ETF IWM Stock Holding History

Wedgewood Investors’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 		$324K Hold
1,308
– – 0.37% 69
2025
Q4 		$322K Sell
1,308
-16
-1% -$3.93K 0.37% 66
2025
Q3 		$320K Hold
1,324
– – 0.35% 67
2025
Q2 		$286K Hold
1,324
– – 0.33% 77
2025
Q1 		$264K Hold
1,324
– – 0.31% 83
2024
Q4 		$293K Hold
1,324
– – 0.34% 75
2024
Q3 		$292K Hold
1,324
– – 0.32% 80
2024
Q2 		$269K Buy
+1,324
New +$268K 0.32% 79
2023
Q4 		$266K Hold
1,324
– – 0.33% 82
2023
Q3 		$234K Buy
1,324
+8
+0.6% +$1.5K 0.32% 83
2023
Q2 		$246K Hold
1,316
– – 0.32% 84
2023
Q1 		$235K Hold
1,316
– – 0.31% 87
2022
Q4 		$229K Hold
1,316
– – 0.3% 87
2022
Q3 		$217K Sell
1,316
-74
-5% -$13.5K 0.33% 74
2022
Q2 		$236K Sell
1,390
-1,062
-43% -$196K 0.33% 78
2022
Q1 		$503K Hold
2,452
– – 0.61% 51
2021
Q4 		$545K Sell
2,452
-110
-4% -$24.9K 0.64% 45
2021
Q3 		$560K Sell
2,562
-70
-3% -$15.5K 0.73% 41
2021
Q2 		$604K Sell
2,632
-120
-4% -$27K 0.76% 41
2021
Q1 		$608K Sell
2,752
-100
-4% -$21.8K 0.76% 41
2020
Q4 		$559K Hold
2,852
– – 0.73% 41
2020
Q3 		$427K Hold
2,852
– – 0.64% 47
2020
Q2 		$408K Buy
2,852
+1
+0% +$131 0.66% 45
2020
Q1 		$326K Hold
2,851
– – 0.63% 47
2019
Q4 		$472K Hold
2,851
– – 0.67% 46
2019
Q3 		$432K Hold
2,851
– – 0.64% 46
2019
Q2 		$443K Buy
2,851
+24
+0.8% +$3.7K 0.63% 44
2019
Q1 		$433K Hold
2,827
– – 0.67% 46
2018
Q4 		$379K Hold
2,827
– – 0.69% 46
2018
Q3 		$477K Sell
2,827
-50
-2% -$8.44K 0.76% 44
2018
Q2 		$471K Sell
2,877
-19
-0.7% -$3.04K 0.8% 43
2018
Q1 		$440K Buy
2,896
+39
+1% +$6.02K 0.38% 63
2017
Q4 		$436K Hold
2,857
– – 0.35% 65
2017
Q3 		$423K Hold
2,857
– – 0.36% 65
2017
Q2 		$403K Sell
2,857
-200
-7% -$27.7K 0.35% 64
2017
Q1 		$420K Hold
3,057
– – 0.37% 59
2016
Q4 		$412K Sell
3,057
-10
-0.3% -$1.28K 0.38% 60
2016
Q3 		$381K Sell
3,067
-50
-2% -$6.08K 0.36% 65
2016
Q2 		$358K Sell
3,117
-50
-2% -$5.64K 0.34% 69
2016
Q1 		$350K Sell
3,167
-150
-5% -$15.5K 0.35% 65
2015
Q4 		$374K Sell
3,317
-125
-4% -$14.4K 0.38% 59
2015
Q3 		$376K Buy
3,442
+50
+1% +$5.93K 0.38% 63
2015
Q2 		$424K Sell
3,392
-4
-0.1% -$500 0.4% 59
2015
Q1 		$422K Sell
3,396
-75
-2% -$9.04K 0.41% 63
2014
Q4 		$415K Buy
3,471
+240
+7% +$27.4K 0.41% 63
2014
Q3 		$353K Hold
3,231
– – 0.37% 67
2014
Q2 		$384K Sell
3,231
-150
-4% -$17K 0.4% 67
2014
Q1 		$393K Sell
3,381
-100
-3% -$11.5K 0.42% 66
2013
Q4 		$402K Sell
3,481
-60
-2% -$6.63K 0.45% 60
2013
Q3 		$378K Hold
3,541
– – 0.45% 62
2013
Q2 		$343K Buy
+3,541
New +$338K 0.44% 67

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

Wedgewood Investors's IWM Position: Q1 2026 in Review

Wedgewood Investors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,308 shares worth $324K. The position accounts for 0.37% of the portfolio, ranked #69.

Wedgewood Investors first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. The position peaked at $608K in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wedgewood Investors held 1,308 shares of iShares Russell 2000 ETF worth $324K as of Q1 2026.
  • Wedgewood Investors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.37% of Wedgewood Investors's portfolio in Q1 2026, its #69 holding.
  • Wedgewood Investors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
  • Wedgewood Investors's iShares Russell 2000 ETF position peaked at $608K in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.