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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Conning Inc's IWM Position: Q3 2026 in Review

Conning Inc held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 41,524 shares worth $11.5M. The position accounts for 0.35% of the portfolio, ranked #78.

Conning Inc first reported a position in IWM in Q2 2013 and has held it in 54 quarters since. The position peaked at $17.9M in Q4 2020. 1,392 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Conning Inc held 41,524 shares of iShares Russell 2000 ETF worth $11.5M as of Q3 2026.
Conning Inc left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.35% of Conning Inc's portfolio in Q3 2026, its #78 holding.
Conning Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 54 quarters since.
Conning Inc's iShares Russell 2000 ETF position peaked at $17.9M in Q4 2020.
1,392 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Conning Inc's 13F filing for Q3 2026, filed 27 Oct 2026.