Douglass Winthrop Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Douglass Winthrop Advisors’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
2025 Q2	–	Sell	-3,198	Closed	-$638K	–	287
2025 Q1	$638K	Hold	3,198	–	–	0.01%	171
2024 Q4	$707K	Hold	3,198	–	–	0.01%	169
2024 Q3	$706K	Hold	3,198	–	–	0.01%	180
2024 Q2	$649K	Sell	3,198 -3,054	-49%	-$617K	0.01%	172
2024 Q1	$1.31M	Buy	+6,252	New	+$1.25M	0.03%	120
2019 Q1	–	Sell	-2,239	Closed	-$300K	–	246
2018 Q4	$300K	Sell	2,239 -617	-22%	-$92.1K	0.01%	205
2018 Q3	$481K	Hold	2,856	–	–	0.02%	175
2018 Q2	$468K	Buy	+2,856	New	+$457K	0.02%	197
2017 Q3	–	Sell	-1,875	Closed	-$264K	–	252
2017 Q2	$264K	Buy	+1,875	New	+$260K	0.02%	220
2016 Q1	–	Sell	-3,200	Closed	-$360K	–	232
2015 Q4	$360K	Buy	+3,200	New	+$369K	0.03%	180

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Douglass Winthrop Advisors's IWM Position: Q2 2025 in Review

Douglass Winthrop Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 3,198 shares — an estimated $638K sold.

Douglass Winthrop Advisors first reported a position in IWM in Q4 2015 and held it in 10 quarters. The position peaked at $1.31M in Q1 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Douglass Winthrop Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Douglass Winthrop Advisors sold 3,198 iShares Russell 2000 ETF shares in Q2 2025, an estimated $638K.
Douglass Winthrop Advisors first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 10 quarters.
Douglass Winthrop Advisors's iShares Russell 2000 ETF position peaked at $1.31M in Q1 2024.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.