Dearborn Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Dearborn 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	$764K	Hold	3,079	–	–	0.04%	149
2025 Q4	$758K	Hold	3,079	–	–	0.04%	141
2025 Q3	$745K	Sell	3,079 -250	-8%	-$57.4K	0.03%	147
2025 Q2	$718K	Buy	3,329 +1,000	+43%	+$201K	0.03%	149
2025 Q1	$465K	Hold	2,329	–	–	0.02%	172
2024 Q4	$515K	Hold	2,329	–	–	0.02%	164
2024 Q3	$514K	Hold	2,329	–	–	0.02%	171
2024 Q2	$473K	Buy	2,329 +1,000	+75%	+$202K	0.02%	171
2024 Q1	$279K	Buy	1,329 +216	+19%	+$43.1K	0.01%	217
2023 Q4	$223K	Buy	+1,113	New	+$199K	0.01%	245
2023 Q3	–	Sell	-1,219	Closed	-$228K	–	245
2023 Q2	$228K	Sell	1,219 -35	-3%	-$6.24K	0.01%	220
2023 Q1	$224K	Hold	1,254	–	–	0.01%	226
2022 Q4	$219K	Buy	+1,254	New	+$223K	0.01%	235
2022 Q2	–	Sell	-1,079	Closed	-$221K	–	265
2022 Q1	$221K	Buy	1,079 +79	+8%	+$16.1K	0.01%	258
2021 Q4	$222K	Hold	1,000	–	–	0.01%	256
2021 Q3	$219K	Hold	1,000	–	–	0.01%	238
2021 Q2	$229K	Hold	1,000	–	–	0.01%	231
2021 Q1	$221K	Buy	+1,000	New	+$218K	0.01%	232

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

Dearborn Partners's IWM Position: Q1 2026 in Review

Dearborn Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,079 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #149.

Dearborn Partners first reported a position in IWM in Q1 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Dearborn Partners held 3,079 shares of iShares Russell 2000 ETF worth $764K as of Q1 2026.
Dearborn Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.04% of Dearborn Partners's portfolio in Q1 2026, its #149 holding.
Dearborn Partners first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 18 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.