White Pine Capital’s iShares Russell 2000 ETF IWM Stock Holding History

White Pine 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 Q1	$1.09M	Sell	4,383 -23	-0.5%	-$5.93K	0.31%	101
2025 Q4	$1.08M	Buy	4,406 +14	+0.3%	+$3.44K	0.3%	98
2025 Q3	$1.06M	Sell	4,392 -443	-9%	-$102K	0.3%	97
2025 Q2	$1.04M	Buy	4,835 +20	+0.4%	+$4.03K	0.33%	85
2025 Q1	$961K	Sell	4,815 -264	-5%	-$57.3K	0.33%	85
2024 Q4	$1.12M	Buy	5,079 +99	+2%	+$22.6K	0.38%	78
2024 Q3	$1.1M	Sell	4,980 -125	-2%	-$26.7K	0.38%	79
2024 Q2	$1.04M	Buy	5,105 +270	+6%	+$54.6K	0.39%	72
2024 Q1	$947K	Buy	4,835 +94	+2%	+$18.8K	0.36%	85
2023 Q4	$952K	Sell	4,741 -214	-4%	-$38.3K	0.37%	86
2023 Q3	$876K	Buy	4,955 +405	+9%	+$76K	0.35%	92
2023 Q2	$852K	Sell	4,550 -18	-0.4%	-$3.21K	0.32%	95
2023 Q1	$815K	Buy	4,568 +1,227	+37%	+$226K	0.32%	99
2022 Q4	$583K	Sell	3,341 -1,332	-29%	-$237K	0.23%	116
2022 Q3	$771K	Sell	4,673 -175	-4%	-$31.9K	0.32%	98
2022 Q2	$821K	Sell	4,848 -475	-9%	-$87.6K	0.32%	95
2022 Q1	$1.09M	Buy	5,323 +1,418	+36%	+$289K	0.34%	97
2021 Q4	$869K	Sell	3,905 -169	-4%	-$38.2K	0.26%	117
2021 Q3	$891K	Sell	4,074 -5	-0.1%	-$1.11K	0.27%	114
2021 Q2	$902K	Buy	4,079 +292	+8%	+$65.7K	0.27%	113
2021 Q1	$837K	Hold	3,787	–	–	0.27%	115
2020 Q4	$742K	Sell	3,787 -187	-5%	-$32.7K	0.26%	116
2020 Q3	$595K	Sell	3,974 -587	-13%	-$88.3K	0.24%	114
2020 Q2	$653K	Buy	4,561 +160	+4%	+$21K	0.28%	105
2020 Q1	$504K	Sell	4,401 -530	-11%	-$79K	0.26%	110
2019 Q4	$817K	Sell	4,931 -190	-4%	-$30K	0.32%	92
2019 Q3	$775K	Buy	5,121 +50	+1%	+$7.63K	0.29%	104
2019 Q2	$789K	Sell	5,071 -25	-0.5%	-$3.85K	0.29%	102
2019 Q1	$780K	Sell	5,096 -100	-2%	-$15K	0.29%	110
2018 Q4	$696K	Sell	5,196 -425	-8%	-$63.4K	0.29%	107
2018 Q3	$947K	Buy	5,621 +50	+0.9%	+$8.44K	0.33%	96
2018 Q2	$912K	Buy	5,571 +270	+5%	+$43.2K	0.33%	89
2018 Q1	$805K	Sell	5,301 -45	-0.8%	-$6.95K	0.3%	104
2017 Q4	$815K	Buy	5,346 +846	+19%	+$127K	0.3%	106
2017 Q3	$667	Buy	4,500 +325	+8%	+$45.7K	﹤0.01%	123
2017 Q2	$588K	Sell	4,175 -100	-2%	-$13.8K	0.23%	125
2017 Q1	$588K	Buy	4,275 +325	+8%	+$44.4K	0.24%	121
2016 Q4	$533K	Buy	3,950 +330	+9%	+$42.2K	0.23%	120
2016 Q3	$450K	Buy	3,620 +35	+1%	+$4.25K	0.19%	145
2016 Q2	$412K	Sell	3,585 -500	-12%	-$56.4K	0.17%	160
2016 Q1	$452K	Hold	4,085	–	–	0.19%	147
2015 Q4	$460K	Buy	4,085 +695	+21%	+$80.2K	0.2%	146
2015 Q3	$370K	Sell	3,390 -25	-0.7%	-$2.96K	0.17%	158
2015 Q2	$426K	Hold	3,415	–	–	0.18%	154
2015 Q1	$425K	Buy	3,415 +840	+33%	+$101K	0.17%	155
2014 Q4	$308K	Buy	2,575 +230	+10%	+$26.3K	0.1%	184
2014 Q3	$256K	Sell	2,345 -50	-2%	-$5.72K	0.09%	195
2014 Q2	$285K	Sell	2,395 -5	-0.2%	-$568	0.1%	184
2014 Q1	$279K	Buy	2,400 +260	+12%	+$30K	0.1%	192
2013 Q4	$247K	Buy	2,140 +25	+1%	+$2.76K	0.09%	207
2013 Q3	$225K	Hold	2,115	–	–	0.08%	208
2013 Q2	$205K	Buy	+2,115	New	+$202K	0.07%	213

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

White Pine Capital's IWM Position: Q1 2026 in Review

White Pine Capital reduced its iShares Russell 2000 ETF (IWM) stake by 0.52% in Q1 2026, selling an estimated $5.93K and leaving 4,383 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #101.

White Pine Capital first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.12M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

White Pine Capital held 4,383 shares of iShares Russell 2000 ETF worth $1.09M as of Q1 2026.
White Pine Capital sold 23 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.93K.
iShares Russell 2000 ETF made up 0.31% of White Pine Capital's portfolio in Q1 2026, its #101 holding.
White Pine Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
White Pine Capital's iShares Russell 2000 ETF position peaked at $1.12M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.