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Davis Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Davis Investment Partners’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 		$969K Sell
3,909
-315
-7% -$81.3K 0.34% 53
2025
Q4 		$1.05M Buy
4,224
+80
+2% +$19.7K 0.37% 50
2025
Q3 		$1M Sell
4,144
-208
-5% -$47.7K 0.34% 48
2025
Q2 		$948K Sell
4,352
-213
-5% -$42.9K 0.34% 47
2025
Q1 		$851K Sell
4,565
-1,667
-27% -$362K 0.38% 48
2024
Q4 		$1.35M Buy
6,232
+1
+0% +$228 0.57% 33
2024
Q3 		$1.36M Sell
6,231
-48
-0.8% -$10.3K 0.57% 34
2024
Q2 		$1.34M Sell
6,279
-2,221
-26% -$449K 0.55% 33
2024
Q1 		$1.71M Sell
8,500
-386
-4% -$77K 0.75% 24
2023
Q4 		$1.72M Buy
8,886
+386
+5% +$69.2K 0.83% 20
2023
Q3 		$1.46M Sell
8,500
-1,052
-11% -$197K 0.78% 20
2023
Q2 		$1.86M Buy
9,552
+4,258
+80% +$759K 0.89% 16
2023
Q1 		$929K Buy
5,294
+227
+4% +$41.8K 0.49% 32
2022
Q4 		$975K Buy
+5,067
New +$901K 0.49% 30

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Davis Investment Partners's IWM Position: Q1 2026 in Review

Davis Investment Partners reduced its iShares Russell 2000 ETF (IWM) stake by 7.5% in Q1 2026, selling an estimated $81.3K and leaving 3,909 shares worth $969K. The position accounts for 0.34% of the portfolio, ranked #53.

Davis Investment Partners first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Davis Investment Partners held 3,909 shares of iShares Russell 2000 ETF worth $969K as of Q1 2026.
  • Davis Investment Partners sold 315 iShares Russell 2000 ETF shares in Q1 2026, an estimated $81.3K.
  • iShares Russell 2000 ETF made up 0.34% of Davis Investment Partners's portfolio in Q1 2026, its #53 holding.
  • Davis Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Davis Investment Partners's iShares Russell 2000 ETF position peaked at $1.86M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.