Chapin Davis’s iShares Russell 2000 ETF IWM Stock Holding History

Chapin Davis’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	$291K	Sell	967 -257	-21%	-$72.2K	0.05%	193
2026 Q1	$304K	Buy	1,224 +119	+11%	+$30.7K	0.07%	204
2025 Q4	$272K	Hold	1,105	–	–	0.06%	200
2025 Q3	$267K	Sell	1,105 -509	-32%	-$117K	0.07%	203
2025 Q2	$348K	Buy	1,614 +30	+2%	+$6.04K	0.1%	165
2025 Q1	$316K	Sell	1,584 -42	-3%	-$9.11K	0.11%	158
2024 Q4	$359K	Hold	1,626	–	–	0.12%	153
2024 Q3	$359K	Sell	1,626 -914	-36%	-$196K	0.12%	154
2024 Q2	$515K	Sell	2,540 -52	-2%	-$10.5K	0.18%	127
2024 Q1	$545K	Buy	2,592 +46	+2%	+$9.18K	0.2%	120
2023 Q4	$511K	Buy	2,546 +1	+0%	+$179	0.22%	117
2023 Q3	$450K	Sell	2,545 -2	-0.1%	-$375	0.21%	115
2023 Q2	$477K	Buy	2,547 +42	+2%	+$7.49K	0.23%	117
2023 Q1	$447K	Buy	2,505 +779	+45%	+$143K	0.23%	116
2022 Q4	$301K	Buy	+1,726	New	+$307K	0.17%	138

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

Chapin Davis's IWM Position: Q2 2026 in Review

Chapin Davis reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, selling an estimated $72.2K and leaving 967 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #193.

Chapin Davis first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $545K in Q1 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Chapin Davis held 967 shares of iShares Russell 2000 ETF worth $291K as of Q2 2026.
Chapin Davis sold 257 iShares Russell 2000 ETF shares in Q2 2026, an estimated $72.2K.
iShares Russell 2000 ETF made up 0.05% of Chapin Davis's portfolio in Q2 2026, its #193 holding.
Chapin Davis first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Chapin Davis's iShares Russell 2000 ETF position peaked at $545K in Q1 2024.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.