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Woodmont Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Woodmont Investment Counsel’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 		$972K Sell
3,234
-25
-0.8% -$7.03K 0.05% 141
2026
Q1 		$808K Sell
3,259
-185
-5% -$47.7K 0.05% 150
2025
Q4 		$848K Sell
3,444
-110
-3% -$27K 0.05% 147
2025
Q3 		$860K Sell
3,554
-51
-1% -$11.7K 0.06% 143
2025
Q2 		$778K Sell
3,605
-76
-2% -$15.3K 0.05% 163
2025
Q1 		$734K Sell
3,681
-42
-1% -$9.11K 0.05% 163
2024
Q4 		$823K Sell
3,723
-19
-0.5% -$4.33K 0.06% 149
2024
Q3 		$827K Sell
3,742
-164
-4% -$35.1K 0.06% 146
2024
Q2 		$793K Sell
3,906
-274
-7% -$55.4K 0.06% 148
2024
Q1 		$879K Buy
4,180
+619
+17% +$123K 0.07% 148
2023
Q4 		$715K Buy
3,561
+229
+7% +$41K 0.07% 152
2023
Q3 		$589K Buy
3,332
+50
+2% +$9.39K 0.06% 159
2023
Q2 		$615K Hold
3,282
– – 0.06% 156
2023
Q1 		$586K Sell
3,282
-261
-7% -$48.1K 0.06% 160
2022
Q4 		$618K Sell
3,543
-22
-0.6% -$3.91K 0.07% 155
2022
Q3 		$588K Buy
3,565
+72
+2% +$13.1K 0.07% 158
2022
Q2 		$592K Sell
3,493
-32
-0.9% -$5.9K 0.07% 160
2022
Q1 		$724K Buy
3,525
+148
+4% +$30.2K 0.08% 154
2021
Q4 		$751K Buy
3,377
+175
+5% +$39.5K 0.1% 135
2021
Q3 		$700K Buy
3,202
+60
+2% +$13.3K 0.1% 133
2021
Q2 		$721K Sell
3,142
-96
-3% -$21.6K 0.11% 123
2021
Q1 		$715K Sell
3,238
-15
-0.5% -$3.27K 0.12% 119
2020
Q4 		$638K Sell
3,253
-80
-2% -$14K 0.12% 117
2020
Q3 		$499K Sell
3,333
-97
-3% -$14.6K 0.11% 125
2020
Q2 		$491K Buy
3,430
+270
+9% +$35.4K 0.12% 126
2020
Q1 		$362K Buy
3,160
+290
+10% +$43.2K 0.1% 131
2019
Q4 		$475K Sell
2,870
-8,076
-74% -$1.28M 0.11% 127
2019
Q3 		$1.66M Buy
+10,946
New +$1.67M 0.41% 65
2019
Q2 		– Sell
-1,332
Closed -$204K – 175
2019
Q1 		$204K Buy
+1,332
New +$200K 0.05% 173
2018
Q4 		– Sell
-4,422
Closed -$745K – 183
2018
Q3 		$745K Sell
4,422
-319
-7% -$53.9K 0.2% 103
2018
Q2 		$776K Buy
4,741
+1,741
+58% +$279K 0.21% 102
2018
Q1 		$455K Buy
+3,000
New +$463K 0.13% 129
2016
Q4 		– Sell
-605
Closed -$75K – 406
2016
Q3 		$75K Sell
605
-5,255
-90% -$639K 0.02% 226
2016
Q2 		$674K Buy
5,860
+5,670
+2,984% +$640K 0.2% 115
2016
Q1 		$21K Hold
190
– – 0.01% 338
2015
Q4 		$21K Hold
190
– – 0.01% 352
2015
Q3 		$21K Hold
190
– – 0.01% 345
2015
Q2 		$24K Buy
+190
New +$23.7K 0.01% 337

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodmont Investment Counsel's IWM Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares Russell 2000 ETF (IWM) stake by 0.77% in Q2 2026, selling an estimated $7.03K and leaving 3,234 shares worth $972K. The position accounts for 0.05% of the portfolio, ranked #141.

Woodmont Investment Counsel first reported a position in IWM in Q2 2015 and has held it in 38 quarters since. The position peaked at $1.66M in Q3 2019. 1,562 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Woodmont Investment Counsel held 3,234 shares of iShares Russell 2000 ETF worth $972K as of Q2 2026.
  • Woodmont Investment Counsel sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
  • iShares Russell 2000 ETF made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #141 holding.
  • Woodmont Investment Counsel first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 38 quarters since.
  • Woodmont Investment Counsel's iShares Russell 2000 ETF position peaked at $1.66M in Q3 2019.
  • 1,562 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.