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Chilton Investment Company’s iShares Russell 2000 ETF IWM Stock Holding History

Chilton Investment Company’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 		$800K Buy
2,662
+619
+30% +$174K 0.02% 191
2026
Q1 		$507K Hold
2,043
– – 0.01% 203
2025
Q4 		$503K Buy
2,043
+168
+9% +$41.3K 0.01% 204
2025
Q3 		$454K Buy
+1,875
New +$430K 0.01% 204

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chilton Investment Company's IWM Position: Q2 2026 in Review

Chilton Investment Company increased its iShares Russell 2000 ETF (IWM) stake by 30% in Q2 2026, buying an estimated $174K and bringing the position to 2,662 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #191.

Chilton Investment Company first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Chilton Investment Company held 2,662 shares of iShares Russell 2000 ETF worth $800K as of Q2 2026.
  • Chilton Investment Company bought 619 iShares Russell 2000 ETF shares in Q2 2026, an estimated $174K.
  • iShares Russell 2000 ETF made up 0.02% of Chilton Investment Company's portfolio in Q2 2026, its #191 holding.
  • Chilton Investment Company first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.