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Becker Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Becker Capital Management’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
Q1 		$9.69M Buy
39,067
+238
+0.6% +$61.4K 0.28% 84
2025
Q4 		$9.56M Buy
38,829
+279
+0.7% +$68.6K 0.27% 84
2025
Q3 		$9.33M Buy
38,550
+3,710
+11% +$851K 0.27% 80
2025
Q2 		$7.52M Sell
34,840
-404
-1% -$81.3K 0.23% 87
2025
Q1 		$7.03M Buy
35,244
+1,662
+5% +$361K 0.23% 85
2024
Q4 		$7.42M Sell
33,582
-50
-0.1% -$11.4K 0.24% 84
2024
Q3 		$7.43M Buy
33,632
+161
+0.5% +$34.5K 0.24% 84
2024
Q2 		$6.79M Buy
33,471
+1,262
+4% +$255K 0.23% 89
2024
Q1 		$6.77M Sell
32,209
-1,074
-3% -$214K 0.23% 86
2023
Q4 		$6.68M Buy
33,283
+213
+0.6% +$38.2K 0.24% 88
2023
Q3 		$5.87M Sell
33,070
-58
-0.2% -$10.9K 0.23% 88
2023
Q2 		$6.2M Sell
33,128
-250
-0.7% -$44.6K 0.23% 88
2023
Q1 		$5.95M Buy
+33,378
New +$6.15M 0.24% 89

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Becker Capital Management's IWM Position: Q1 2026 in Review

Becker Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.61% in Q1 2026, buying an estimated $61.4K and bringing the position to 39,067 shares worth $9.69M. The position accounts for 0.28% of the portfolio, ranked #84.

Becker Capital Management first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Becker Capital Management held 39,067 shares of iShares Russell 2000 ETF worth $9.69M as of Q1 2026.
  • Becker Capital Management bought 238 iShares Russell 2000 ETF shares in Q1 2026, an estimated $61.4K.
  • iShares Russell 2000 ETF made up 0.28% of Becker Capital Management's portfolio in Q1 2026, its #84 holding.
  • Becker Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.