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West Branch Capital’s iShares Russell 2000 ETF IWM Stock Holding History

West Branch Capital’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 		$8.41K Hold
28
– – ﹤0.01% 247
2026
Q1 		$6.94K Hold
28
– – ﹤0.01% 253
2025
Q4 		$6.89K Sell
28
-81
-74% -$19.9K ﹤0.01% 291
2025
Q3 		$26.4K Hold
109
– – 0.01% 186
2025
Q2 		$23.5K Sell
109
-108
-50% -$21.7K 0.01% 198
2025
Q1 		$43.2K Sell
217
-557
-72% -$121K 0.01% 159
2024
Q4 		$171K Sell
774
-104
-12% -$23.7K 0.05% 91
2024
Q3 		$194K Buy
878
+1
+0.1% +$214 0.07% 87
2024
Q2 		$178K Sell
877
-75
-8% -$15.2K 0.07% 89
2024
Q1 		$200K Buy
952
+1
+0.1% +$199 0.08% 84
2023
Q4 		$191K Sell
951
-94
-9% -$16.8K 0.09% 78
2023
Q3 		$185K Hold
1,045
– – 0.1% 79
2023
Q2 		$196K Buy
1,045
+2
+0.2% +$357 0.1% 81
2023
Q1 		$186K Sell
1,043
-25
-2% -$4.6K 0.1% 80
2022
Q4 		$186K Buy
1,068
+4
+0.4% +$711 0.12% 77
2022
Q3 		$176K Buy
1,064
+3
+0.3% +$547 0.11% 82
2022
Q2 		$180K Buy
1,061
+209
+25% +$38.5K 0.1% 84
2022
Q1 		$175K Sell
852
-1,029
-55% -$210K 0.08% 92
2021
Q4 		$418K Sell
1,881
-172
-8% -$38.9K 0.18% 60
2021
Q3 		$449K Sell
2,053
-142
-6% -$31.5K 0.22% 59
2021
Q2 		$503K Sell
2,195
-35
-2% -$7.87K 0.25% 56
2021
Q1 		$493K Sell
2,230
-84
-4% -$18.3K 0.29% 57
2020
Q4 		$454K Buy
2,314
+6
+0.3% +$1.05K 0.27% 58
2020
Q3 		$346K Sell
2,308
-125
-5% -$18.8K 0.22% 63
2020
Q2 		$348K Sell
2,433
-173
-7% -$22.7K 0.25% 64
2020
Q1 		$298K Buy
2,606
+8
+0.3% +$1.19K 0.28% 57
2019
Q4 		$430K Sell
2,598
-277
-10% -$43.8K 0.3% 66
2019
Q3 		$435K Sell
2,875
-526
-15% -$80.3K 0.32% 59
2019
Q2 		$529K Buy
3,401
+9
+0.3% +$1.39K 0.44% 55
2019
Q1 		$519K Sell
3,392
-193
-5% -$29K 0.46% 49
2018
Q4 		$480K Sell
3,585
-90
-2% -$13.4K 0.51% 51
2018
Q3 		$619K Sell
3,675
-16
-0.4% -$2.7K 0.46% 54
2018
Q2 		$604K Buy
+3,691
New +$590K 0.48% 55

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

West Branch Capital's IWM Position: Q2 2026 in Review

West Branch Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 28 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

West Branch Capital first reported a position in IWM in Q2 2018 and has held it in 33 quarters since. The position peaked at $619K in Q3 2018. 828 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • West Branch Capital held 28 shares of iShares Russell 2000 ETF worth $8.41K as of Q2 2026.
  • West Branch Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #247 holding.
  • West Branch Capital first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 33 quarters since.
  • West Branch Capital's iShares Russell 2000 ETF position peaked at $619K in Q3 2018.
  • 828 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.