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Woodstock Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Woodstock Corp’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 		$2.03M Sell
6,755
-1,365
-17% -$384K 0.17% 90
2026
Q1 		$2.01M Sell
8,120
-3,181
-28% -$821K 0.18% 87
2025
Q4 		$2.78M Sell
11,301
-540
-5% -$133K 0.24% 77
2025
Q3 		$2.87M Sell
11,841
-3,155
-21% -$724K 0.25% 76
2025
Q2 		$3.24M Sell
14,996
-2,756
-16% -$555K 0.3% 73
2025
Q1 		$3.54M Sell
17,752
-3,211
-15% -$697K 0.35% 68
2024
Q4 		$4.63M Sell
20,963
-522
-2% -$119K 0.45% 61
2024
Q3 		$4.75M Sell
21,485
-755
-3% -$162K 0.46% 61
2024
Q2 		$4.51M Sell
22,240
-510
-2% -$103K 0.46% 60
2024
Q1 		$4.78M Sell
22,750
-211
-0.9% -$42.1K 0.5% 57
2023
Q4 		$4.61M Sell
22,961
-790
-3% -$142K 0.53% 56
2023
Q3 		$4.2M Buy
23,751
+570
+2% +$107K 0.53% 56
2023
Q2 		$4.34M Sell
23,181
-559
-2% -$99.7K 0.51% 57
2023
Q1 		$4.24M Sell
23,740
-914
-4% -$168K 0.54% 57
2022
Q4 		$4.3M Sell
24,654
-2,245
-8% -$399K 0.57% 57
2022
Q3 		$4.44M Buy
26,899
+10
+0% +$1.82K 0.66% 56
2022
Q2 		$4.55M Sell
26,889
-50
-0.2% -$9.22K 0.63% 55
2022
Q1 		$5.53M Sell
26,939
-890
-3% -$182K 0.65% 55
2021
Q4 		$6.19M Buy
27,829
+110
+0.4% +$24.9K 0.65% 49
2021
Q3 		$6.06M Sell
27,719
-244
-0.9% -$54.1K 0.71% 47
2021
Q2 		$6.41M Sell
27,963
-369
-1% -$83K 0.75% 45
2021
Q1 		$6.26M Buy
28,332
+1,115
+4% +$243K 0.8% 42
2020
Q4 		$5.34M Buy
+27,217
New +$4.76M 0.71% 48

Other funds holding IWM

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Woodstock Corp's IWM Position: Q2 2026 in Review

Woodstock Corp reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2026, selling an estimated $384K and leaving 6,755 shares worth $2.03M. The position accounts for 0.17% of the portfolio, ranked #90.

Woodstock Corp first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.41M in Q2 2021. 1,088 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Woodstock Corp held 6,755 shares of iShares Russell 2000 ETF worth $2.03M as of Q2 2026.
  • Woodstock Corp sold 1,365 iShares Russell 2000 ETF shares in Q2 2026, an estimated $384K.
  • iShares Russell 2000 ETF made up 0.17% of Woodstock Corp's portfolio in Q2 2026, its #90 holding.
  • Woodstock Corp first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Woodstock Corp's iShares Russell 2000 ETF position peaked at $6.41M in Q2 2021.
  • 1,088 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Woodstock Corp's 13F filing for Q2 2026, filed 13 Jul 2026.