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Blalock Williams’s iShares Russell 2000 ETF IWM Stock Holding History

Blalock Williams’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 		$217K Buy
875
+24
+3% +$6.19K 0.17% 135
2025
Q4 		$209K Buy
+851
New +$209K 0.17% 131

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 $303B AUM 53.02% 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

Blalock Williams's IWM Position: Q1 2026 in Review

Blalock Williams increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q1 2026, buying an estimated $6.19K and bringing the position to 875 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #135.

Blalock Williams first reported a position in IWM in Q4 2025 and has held it in 2 quarters since. 2,571 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Blalock Williams held 875 shares of iShares Russell 2000 ETF worth $217K as of Q1 2026.
  • Blalock Williams bought 24 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.19K.
  • iShares Russell 2000 ETF made up 0.17% of Blalock Williams's portfolio in Q1 2026, its #135 holding.
  • Blalock Williams first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.