ANDERSON HOAGLAND & CO IWM holdings history
ISHARES RUSSELL 2000 ETF · CUSIP 464287655 · CIK 791191
As of 2026-06-30, ANDERSON HOAGLAND & CO reported 189.03K IWM (shares), valued at $56.79M, or 4.45% of its reported non-derivative portfolio. Filed 2026-07-06.
Verify history & sources →Shares decreased 0.13%; reported value increased 20.99%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.45% | 189,028 | SEC filing ↗Filed Jul 6, 2026 |
| Q1 2026 | 4.04% | 189,278 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | 3.99% | 188,623 | SEC filing ↗Filed Jan 5, 2026 |
| Q3 2025 | 3.93% | 181,230 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 3.67% | 178,347 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 3.69% | 178,014 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 4.30% | 185,318 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 4.53% | 202,433 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 4.28% | 202,433 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 4.56% | 202,498 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 4.58% | 195,515 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 4.26% | 180,185 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.26% | 180,185 | $31.85M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 4.58% | 195,515 | $37.31M | Shares increased 8.51%; reported value increased 17.16%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 4.56% | 202,498 | $40.69M | Shares increased 3.57%; reported value increased 9.05%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 4.28% | 202,433 | $40.77M | Shares decreased 0.03%; reported value increased 0.20%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 4.53% | 202,433 | $44.36M | Shares unchanged; reported value increased 8.81%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 4.30% | 185,318 | $41.78M | Shares decreased 8.45%; reported value decreased 5.82%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 3.69% | 178,014 | $31.12M | Shares decreased 3.94%; reported value decreased 25.52%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 3.67% | 178,347 | $38.49M | Shares increased 0.19%; reported value increased 23.67%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 3.93% | 181,230 | $43.85M | Shares increased 1.62%; reported value increased 13.94%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 3.99% | 188,623 | $46.43M | Shares increased 4.08%; reported value increased 5.89%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 5, 2026 |
| Q1 2026 | 4.04% | 189,278 | $46.94M | Shares increased 0.35%; reported value increased 1.10%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | 4.45% | 189,028 | $56.79M | Shares decreased 0.13%; reported value increased 20.99%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 6, 2026 |
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