Conning Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Conning Inc’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	$10.3M	Hold	41,524	–	–	0.34%	80
2025 Q4	$10.2M	Hold	41,524	–	–	0.34%	83
2025 Q3	$10M	Sell	41,524 -9,415	-18%	-$2.16M	0.33%	81
2025 Q2	$11M	Hold	50,939	–	–	0.38%	71
2025 Q1	$10.2M	Sell	50,939 -14,000	-22%	-$3.04M	0.36%	73
2024 Q4	$14.3M	Hold	64,939	–	–	0.5%	65
2024 Q3	$14.3M	Hold	64,939	–	–	0.47%	65
2024 Q2	$13.2M	Sell	64,939 -2,320	-3%	-$469K	0.47%	65
2024 Q1	$14.1M	Buy	67,259 +5,367	+9%	+$1.07M	0.46%	68
2023 Q4	$12.4M	Hold	61,892	–	–	0.43%	74
2023 Q3	$10.9M	Sell	61,892 -26,828	-30%	-$5.04M	0.4%	75
2023 Q2	$16.6M	Buy	88,720 +11,365	+15%	+$2.03M	0.56%	68
2023 Q1	$13.8M	Hold	77,355	–	–	0.46%	69
2022 Q4	$13.5M	Hold	77,355	–	–	0.44%	71
2022 Q3	$12.8M	Buy	77,355 +6,361	+9%	+$1.16M	0.45%	74
2022 Q2	$12M	Hold	70,994	–	–	0.36%	79
2022 Q1	$14.6M	Sell	70,994 -1,772	-2%	-$361K	0.4%	74
2021 Q4	$16.2M	Buy	72,766 +2,843	+4%	+$642K	0.43%	65
2021 Q3	$15.3M	Buy	69,923 +1,513	+2%	+$335K	0.44%	64
2021 Q2	$15.7M	Sell	68,410 -9,728	-12%	-$2.19M	0.45%	61
2021 Q1	$17.3M	Sell	78,138 -13,341	-15%	-$2.91M	0.52%	56
2020 Q4	$17.9M	Hold	91,479	–	–	0.57%	57
2020 Q3	$13.7M	Buy	91,479 +18,767	+26%	+$2.82M	0.48%	59
2020 Q2	$10.4M	Sell	72,712 -5,516	-7%	-$724K	0.39%	59
2020 Q1	$8.95M	Hold	78,228	–	–	0.38%	57
2019 Q4	$13M	Buy	78,228 +885	+1%	+$140K	0.42%	58
2019 Q3	$11.7M	Buy	77,343 +4,940	+7%	+$754K	0.41%	59
2019 Q2	$11.3M	Buy	72,403 +3,203	+5%	+$494K	0.37%	65
2019 Q1	$10.6M	Hold	69,200	–	–	0.33%	68
2018 Q4	$9.27M	Buy	69,200 +1,400	+2%	+$209K	0.32%	66
2018 Q3	$11.4M	Sell	67,800 -5,445	-7%	-$919K	0.34%	64
2018 Q2	$12M	Hold	73,245	–	–	0.37%	66
2018 Q1	$11.1M	Buy	73,245 +2,690	+4%	+$415K	0.36%	66
2017 Q4	$10.8M	Sell	70,555 -4,360	-6%	-$655K	0.36%	73
2017 Q3	$11.1M	Sell	74,915 -3,500	-4%	-$492K	0.38%	64
2017 Q2	$11.1M	Hold	78,415	–	–	0.4%	63
2017 Q1	$10.8M	Sell	78,415 -2,900	-4%	-$396K	0.4%	67
2016 Q4	$11M	Sell	81,315 -3,000	-4%	-$383K	0.44%	63
2016 Q3	$10.5M	Sell	84,315 -16,600	-16%	-$2.02M	0.42%	63
2016 Q2	$11.6M	Sell	100,915 -10,835	-10%	-$1.22M	0.48%	59
2016 Q1	$12.4M	Hold	111,750	–	–	0.52%	58
2015 Q4	$12.6M	Hold	111,750	–	–	0.54%	57
2015 Q3	$12.2M	Hold	111,750	–	–	0.54%	58
2015 Q2	$14M	Hold	111,750	–	–	0.57%	60
2015 Q1	$13.9M	Hold	111,750	–	–	0.59%	55
2014 Q4	$13.4M	Sell	111,750 -12,800	-10%	-$1.46M	0.65%	55
2014 Q3	$13.6M	Sell	124,550 -17,470	-12%	-$2M	0.71%	56
2014 Q2	$16.9M	Buy	142,020 +102,193	+257%	+$11.6M	0.9%	56
2014 Q1	$4.63M	Sell	39,827 -15,800	-28%	-$1.82M	0.27%	79
2013 Q4	$6.41M	Hold	55,627	–	–	0.4%	64
2013 Q3	$5.93M	Sell	55,627 -19,000	-25%	-$1.97M	0.46%	66
2013 Q2	$7.24M	Buy	+74,627	New	+$7.13M	0.6%	57

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Conning Inc's IWM Position: Q1 2026 in Review

Conning Inc held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 41,524 shares worth $10.3M. The position accounts for 0.34% of the portfolio, ranked #80.

Conning Inc first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.9M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Conning Inc held 41,524 shares of iShares Russell 2000 ETF worth $10.3M as of Q1 2026.
Conning Inc left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.34% of Conning Inc's portfolio in Q1 2026, its #80 holding.
Conning Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
Conning Inc's iShares Russell 2000 ETF position peaked at $17.9M in Q4 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.