DB Fitzpatrick & Co’s iShares Russell 2000 ETF IWM Stock Holding History

DB Fitzpatrick & Co’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	$166K	Sell	553 -5	-0.9%	-$1.41K	0.13%	54
2026 Q1	$138K	Sell	558 -21	-4%	-$5.42K	0.12%	55
2025 Q4	$143K	Hold	579	–	–	0.13%	54
2025 Q3	$140K	Hold	579	–	–	0.13%	54
2025 Q2	$125K	Sell	579 -2	-0.3%	-$402	0.11%	61
2025 Q1	$116K	Hold	581	–	–	0.11%	60
2024 Q4	$128K	Sell	581 -123	-17%	-$28K	0.12%	59
2024 Q3	$156K	Sell	704 -1	-0.1%	-$214	0.14%	57
2024 Q2	$143K	Sell	705 -947	-57%	-$191K	0.13%	59
2024 Q1	$347K	Sell	1,652 -128	-7%	-$25.5K	0.32%	57
2023 Q4	$357K	Buy	1,780 +27	+2%	+$4.84K	0.34%	55
2023 Q3	$310K	Sell	1,753 -270	-13%	-$50.7K	0.33%	52
2023 Q2	$379K	Buy	2,023 +144	+8%	+$25.7K	0.4%	50
2023 Q1	$335K	Buy	1,879 +86	+5%	+$15.8K	0.36%	50
2022 Q4	$313K	Sell	1,793 -123	-6%	-$21.9K	0.36%	52
2022 Q3	$316K	Sell	1,916 -182	-9%	-$33.2K	0.38%	48
2022 Q2	$355K	Buy	2,098 +171	+9%	+$31.5K	0.39%	52
2022 Q1	$396K	Buy	1,927 +45	+2%	+$9.18K	0.39%	51
2021 Q4	$419K	Buy	+1,882	New	+$425K	0.39%	52

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DB Fitzpatrick & Co's IWM Position: Q2 2026 in Review

DB Fitzpatrick & Co reduced its iShares Russell 2000 ETF (IWM) stake by 0.9% in Q2 2026, selling an estimated $1.41K and leaving 553 shares worth $166K. The position accounts for 0.13% of the portfolio, ranked #54.

DB Fitzpatrick & Co first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $419K in Q4 2021. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

DB Fitzpatrick & Co held 553 shares of iShares Russell 2000 ETF worth $166K as of Q2 2026.
DB Fitzpatrick & Co sold 5 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.41K.
iShares Russell 2000 ETF made up 0.13% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #54 holding.
DB Fitzpatrick & Co first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
DB Fitzpatrick & Co's iShares Russell 2000 ETF position peaked at $419K in Q4 2021.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.