Brown, Lisle/Cummings’s iShares Russell 2000 ETF IWM Stock Holding History

Brown, Lisle/Cummings’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	$948K	Buy	3,824 +29	+0.8%	+$7.48K	0.24%	95
2025 Q4	$934K	Hold	3,795	–	–	0.23%	102
2025 Q3	$918K	Sell	3,795 -25	-0.7%	-$5.74K	0.24%	101
2025 Q2	$824K	Sell	3,820 -950	-20%	-$191K	0.22%	106
2025 Q1	$952K	Buy	4,770 +340	+8%	+$73.8K	0.28%	85
2024 Q4	$979K	Buy	4,430 +525	+13%	+$120K	0.29%	82
2024 Q3	$863K	Buy	3,905 +480	+14%	+$103K	0.26%	90
2024 Q2	$695K	Hold	3,425	–	–	0.23%	100
2024 Q1	$720K	Buy	3,425 +1,825	+114%	+$364K	0.24%	99
2023 Q4	$321K	Buy	1,600 +225	+16%	+$40.3K	0.12%	159
2023 Q3	$243K	Hold	1,375	–	–	0.11%	164
2023 Q2	$257K	Hold	1,375	–	–	0.12%	160
2023 Q1	$245K	Hold	1,375	–	–	0.12%	155
2022 Q4	$240K	Sell	1,375 -100	-7%	-$17.8K	0.13%	146
2022 Q3	$243K	Sell	1,475 -750	-34%	-$137K	0.14%	136
2022 Q2	$377K	Hold	2,225	–	–	0.21%	109
2022 Q1	$457K	Sell	2,225 -90	-4%	-$18.4K	0.22%	104
2021 Q4	$515K	Buy	+2,315	New	+$523K	0.26%	96

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Brown, Lisle/Cummings's IWM Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its iShares Russell 2000 ETF (IWM) stake by 0.76% in Q1 2026, buying an estimated $7.48K and bringing the position to 3,824 shares worth $948K. The position accounts for 0.24% of the portfolio, ranked #95.

Brown, Lisle/Cummings first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $979K in Q4 2024. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Brown, Lisle/Cummings held 3,824 shares of iShares Russell 2000 ETF worth $948K as of Q1 2026.
Brown, Lisle/Cummings bought 29 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.48K.
iShares Russell 2000 ETF made up 0.24% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #95 holding.
Brown, Lisle/Cummings first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares Russell 2000 ETF position peaked at $979K in Q4 2024.
2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.