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DT Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

DT Investment 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
Q2 		$14.2M Buy
47,369
+3,278
+7% +$921K 1.06% 22
2026
Q1 		$10.9M Sell
44,091
-2,351
-5% -$606K 0.91% 26
2025
Q4 		$11.4M Sell
46,442
-1,118
-2% -$275K 0.95% 26
2025
Q3 		$11.5M Sell
47,560
-1,244
-3% -$285K 0.97% 24
2025
Q2 		$10.5M Buy
48,804
+3,123
+7% +$628K 0.95% 23
2025
Q1 		$9.11M Buy
45,681
+2,441
+6% +$530K 0.88% 28
2024
Q4 		$9.55M Sell
43,240
-1,766
-4% -$403K 0.81% 26
2024
Q3 		$9.94M Buy
45,006
+93
+0.2% +$19.9K 0.81% 26
2024
Q2 		$9.11M Buy
44,913
+28,639
+176% +$5.79M 0.81% 26
2024
Q1 		$3.42M Hold
16,274
– – 0.35% 45
2023
Q4 		$3.22M Buy
16,274
+1,200
+8% +$215K 0.35% 46
2023
Q3 		$2.66M Hold
15,074
– – 0.32% 44
2023
Q2 		$2.98M Buy
15,074
+600
+4% +$107K 0.34% 42
2023
Q1 		$2.54M Hold
14,474
– – 0.31% 43
2022
Q4 		$2.52M Hold
14,474
– – 0.33% 44
2022
Q3 		$2.39M Hold
14,474
– – 0.39% 40
2022
Q2 		$2.45M Buy
14,474
+146
+1% +$26.9K 0.36% 39
2022
Q1 		$2.94M Buy
14,328
+5,078
+55% +$1.04M 0.38% 40
2021
Q4 		$2.06M Sell
9,250
-5,000
-35% -$1.13M 0.27% 47
2021
Q3 		$3.12M Hold
14,250
– – 0.42% 39
2021
Q2 		$3.27M Hold
14,250
– – 0.45% 36
2021
Q1 		$3.15M Buy
14,250
+100
+0.7% +$21.8K 0.45% 38
2020
Q4 		$2.77M Hold
14,150
– – 0.44% 37
2020
Q3 		$2.12M Hold
14,150
– – 0.31% 39
2020
Q2 		$2.03M Sell
14,150
-44
-0.3% -$5.77K 0.25% 40
2020
Q1 		$1.63M Buy
14,194
+18
+0.1% +$2.68K 0.26% 39
2019
Q4 		$2.35M Buy
+14,176
New +$2.24M 0.22% 73

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

DT Investment Partners's IWM Position: Q2 2026 in Review

DT Investment Partners increased its iShares Russell 2000 ETF (IWM) stake by 7.4% in Q2 2026, buying an estimated $921K and bringing the position to 47,369 shares worth $14.2M. The position accounts for 1.06% of the portfolio, ranked #22.

DT Investment Partners first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • DT Investment Partners held 47,369 shares of iShares Russell 2000 ETF worth $14.2M as of Q2 2026.
  • DT Investment Partners bought 3,278 iShares Russell 2000 ETF shares in Q2 2026, an estimated $921K.
  • iShares Russell 2000 ETF made up 1.06% of DT Investment Partners's portfolio in Q2 2026, its #22 holding.
  • DT Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.