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 New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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. 1,615 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.
1,615 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.