West Branch Capital’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
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
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. 2,736 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.
- 2,736 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.