Americana Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Americana Partners’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	$7.99M	Buy	26,585 +12,712	+92%	+$3.57M	0.18%	105
2026 Q1	$3.44M	Buy	13,873 +1	+0%	+$258	0.09%	166
2025 Q4	$3.41M	Buy	13,872 +1,255	+10%	+$309K	0.09%	167
2025 Q3	$3.05M	Buy	12,617 +5,394	+75%	+$1.24M	0.09%	171
2025 Q2	$1.56M	Buy	7,223 +5,248	+266%	+$1.06M	0.05%	215
2025 Q1	$394K	Sell	1,975 -1,840	-48%	-$399K	0.02%	291
2024 Q4	$843K	Sell	3,815 -10,410	-73%	-$2.37M	0.03%	233
2024 Q3	$3.14M	Hold	14,225	–	–	0.21%	107
2024 Q2	$2.89M	Buy	14,225 +202	+1%	+$40.8K	0.23%	107
2024 Q1	$2.95M	Hold	14,023	–	–	0.25%	104
2023 Q4	$2.81M	Hold	14,023	–	–	0.27%	94
2023 Q3	$2.48M	Buy	14,023 +12,048	+610%	+$2.26M	0.27%	88
2023 Q2	$370K	Hold	1,975	–	–	0.05%	216
2023 Q1	$352K	Hold	1,975	–	–	0.06%	203
2022 Q4	$344K	Hold	1,975	–	–	0.06%	184
2022 Q3	$325K	Buy	+1,975	New	+$360K	0.06%	184

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Americana Partners's IWM Position: Q2 2026 in Review

Americana Partners increased its iShares Russell 2000 ETF (IWM) stake by 92% in Q2 2026, buying an estimated $3.57M and bringing the position to 26,585 shares worth $7.99M. The position accounts for 0.18% of the portfolio, ranked #105.

Americana Partners first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Americana Partners held 26,585 shares of iShares Russell 2000 ETF worth $7.99M as of Q2 2026.
Americana Partners bought 12,712 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.57M.
iShares Russell 2000 ETF made up 0.18% of Americana Partners's portfolio in Q2 2026, its #105 holding.
Americana Partners first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.