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 Q2	$1.15M	Hold	3,824	–	–	0.26%	93
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

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

Brown, Lisle/Cummings's IWM Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,824 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #93.

Brown, Lisle/Cummings first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Brown, Lisle/Cummings held 3,824 shares of iShares Russell 2000 ETF worth $1.15M as of Q2 2026.
Brown, Lisle/Cummings left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.26% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #93 holding.
Brown, Lisle/Cummings first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.