Dorsey & Whitney Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Dorsey & Whitney Trust’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	$6.97M	Sell	28,089 -197	-0.7%	-$50.8K	0.38%	57
2025 Q4	$6.96M	Sell	28,286 -192	-0.7%	-$47.2K	0.37%	58
2025 Q3	$6.89M	Sell	28,478 -321	-1%	-$73.7K	0.36%	63
2025 Q2	$6.21M	Sell	28,799 -1,138	-4%	-$229K	0.33%	68
2025 Q1	$5.97M	Sell	29,937 -1,055	-3%	-$229K	0.35%	65
2024 Q4	$6.85M	Buy	30,992 +11,471	+59%	+$2.62M	0.38%	63
2024 Q3	$4.31M	Buy	19,521 +1,862	+11%	+$398K	0.23%	100
2024 Q2	$3.58M	Sell	17,659 -972	-5%	-$196K	0.25%	101
2024 Q1	$3.92M	Sell	18,631 -6,634	-26%	-$1.32M	0.27%	92
2023 Q4	$5.07M	Buy	25,265 +4,321	+21%	+$774K	0.39%	67
2023 Q3	$3.7M	Buy	20,944 +345	+2%	+$64.8K	0.32%	82
2023 Q2	$3.86M	Buy	20,599 +2,008	+11%	+$358K	0.32%	82
2023 Q1	$3.32M	Buy	18,591 +614	+3%	+$113K	0.3%	87
2022 Q4	$3.13M	Sell	17,977 -433	-2%	-$77K	0.31%	82
2022 Q3	$3.04M	Sell	18,410 -8,915	-33%	-$1.63M	0.32%	77
2022 Q2	$4.63M	Buy	27,325 +1,066	+4%	+$197K	0.47%	57
2022 Q1	$5.39M	Buy	26,259 +1,450	+6%	+$296K	0.47%	51
2021 Q4	$5.52M	Buy	24,809 +4,863	+24%	+$1.1M	0.46%	54
2021 Q3	$4.36M	Sell	19,946 -8,085	-29%	-$1.79M	0.4%	60
2021 Q2	$6.43M	Sell	28,031 -722	-3%	-$162K	0.61%	46
2021 Q1	$6.35M	Buy	28,753 +9,183	+47%	+$2M	0.63%	43
2020 Q4	$3.84M	Sell	19,570 -495	-2%	-$86.6K	0.45%	50
2020 Q3	$3M	Sell	20,065 -1,320	-6%	-$199K	0.4%	60
2020 Q2	$3.06M	Buy	21,385 +34	+0.2%	+$4.46K	0.43%	56
2020 Q1	$2.44M	Buy	21,351 +36	+0.2%	+$5.37K	0.41%	63
2019 Q4	$3.53M	Sell	21,315 -2,694	-11%	-$426K	0.47%	55
2019 Q3	$3.63M	Sell	24,009 -3,195	-12%	-$488K	0.54%	47
2019 Q2	$4.23M	Buy	27,204 +2,536	+10%	+$391K	0.65%	42
2019 Q1	$3.78M	Buy	24,668 +2,557	+12%	+$384K	0.59%	47
2018 Q4	$2.96M	Buy	22,111 +3,090	+16%	+$461K	0.52%	53
2018 Q3	$3.21M	Buy	19,021 +41	+0.2%	+$6.92K	0.5%	52
2018 Q2	$3.11M	Buy	18,980 +127	+0.7%	+$20.3K	0.54%	49
2018 Q1	$2.86M	Buy	18,853 +4,898	+35%	+$756K	0.53%	52
2017 Q4	$2.13M	Sell	13,955 -1,759	-11%	-$264K	0.39%	64
2017 Q3	$2.33M	Buy	15,714 +650	+4%	+$91.5K	0.46%	57
2017 Q2	$2.12M	Buy	15,064 +522	+4%	+$72.2K	0.42%	61
2017 Q1	$2M	Buy	14,542 +5,050	+53%	+$690K	0.41%	66
2016 Q4	$1.28M	Buy	9,492 +10	+0.1%	+$1.28K	0.29%	77
2016 Q3	$1.18M	Sell	9,482 -22	-0.2%	-$2.67K	0.27%	87
2016 Q2	$1.09M	Buy	9,504 +866	+10%	+$97.7K	0.25%	88
2016 Q1	$955K	Buy	8,638 +532	+7%	+$55.1K	0.24%	89
2015 Q4	$912K	Buy	8,106 +3,350	+70%	+$386K	0.24%	88
2015 Q3	$519K	Sell	4,756 -619	-12%	-$73.4K	0.15%	126
2015 Q2	$671K	Sell	5,375 -180	-3%	-$22.5K	0.17%	104
2015 Q1	$691K	Buy	5,555 +395	+8%	+$47.6K	0.17%	107
2014 Q4	$617K	Sell	5,160 -39	-0.8%	-$4.46K	0.16%	110
2014 Q3	$568K	Buy	5,199 +821	+19%	+$93.9K	0.15%	115
2014 Q2	$520K	Hold	4,378	–	–	0.11%	125
2014 Q1	$509K	Sell	4,378 -550	-11%	-$63.4K	0.12%	122
2013 Q4	$570K	Buy	4,928 +540	+12%	+$59.6K	0.15%	116
2013 Q3	$468K	Buy	4,388 +2,034	+86%	+$210K	0.14%	127
2013 Q2	$229K	Buy	+2,354	New	+$225K	0.08%	204

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

Dorsey & Whitney Trust's IWM Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q1 2026, selling an estimated $50.8K and leaving 28,089 shares worth $6.97M. The position accounts for 0.38% of the portfolio, ranked #57.

Dorsey & Whitney Trust first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Dorsey & Whitney Trust held 28,089 shares of iShares Russell 2000 ETF worth $6.97M as of Q1 2026.
Dorsey & Whitney Trust sold 197 iShares Russell 2000 ETF shares in Q1 2026, an estimated $50.8K.
iShares Russell 2000 ETF made up 0.38% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #57 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.