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 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 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

DF Dent & Co's IWM Position: Q1 2026 in Review

DF Dent & Co sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 923 shares — an estimated $227K sold.

DF Dent & Co first reported a position in IWM in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

DF Dent & Co reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
DF Dent & Co sold 923 iShares Russell 2000 ETF shares in Q1 2026, an estimated $227K.
DF Dent & Co first reported a position in iShares Russell 2000 ETF in Q3 2025 and held it in 2 quarters.
DF Dent & Co's iShares Russell 2000 ETF position peaked at $227K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.