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DF Dent & Co’s iShares Russell 2000 ETF IWM Stock Holding History

DF Dent & 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 		$233K Buy
+774
New +$218K ﹤0.01% 261
2026
Q1 		– Sell
-923
Closed -$227K – 271
2025
Q4 		$227K Hold
923
– – ﹤0.01% 253
2025
Q3 		$223K Buy
+923
New +$212K ﹤0.01% 263

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DF Dent & Co's IWM Position: Q2 2026 in Review

DF Dent & Co opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 774 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: DF Dent & Co previously reported a position in IWM as recently as Q4 2025.

DF Dent & Co first reported a position in IWM in Q3 2025 and has held it in 3 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • DF Dent & Co held 774 shares of iShares Russell 2000 ETF worth $233K as of Q2 2026.
  • iShares Russell 2000 ETF was a new DF Dent & Co position in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of DF Dent & Co's portfolio in Q2 2026, its #261 holding.
  • DF Dent & Co first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.