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
2019 Q4	–	Sell	-15,000	Closed	-$2.27M	–	495
2019 Q3	$2.27M	Buy	+15,000	New	+$2.29M	0.08%	142
2018 Q3	–	Sell	-30,000	Closed	-$4.91M	–	585
2018 Q2	$4.91M	Sell	30,000 -10,000	-25%	-$1.6M	0.15%	102
2018 Q1	$6.07M	Buy	40,000 +10,000	+33%	+$1.54M	0.2%	93
2017 Q4	$4.57M	Buy	+30,000	New	+$4.51M	0.15%	113
2017 Q3	–	Sell	-75,000	Closed	-$10.6M	–	602
2017 Q2	$10.6M	Buy	75,000 +10,000	+15%	+$1.38M	0.38%	65
2017 Q1	$8.94M	Buy	+65,000	New	+$8.88M	0.33%	72
2016 Q4	–	Sell	-50,000	Closed	-$6.21M	–	588
2016 Q3	$6.21M	Hold	50,000	–	–	0.25%	83
2016 Q2	$43K	Sell	50,000 -155,000	-76%	-$17.5M	﹤0.01%	567
2016 Q1	$102K	Buy	+205,000	New	+$21.2M	﹤0.01%	556

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.