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Edgemoor Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Edgemoor Investment 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
2026
Q2 		$209K Buy
+695
New +$195K 0.01% 185
2025
Q4 		– Sell
-905
Closed -$219K – 183
2025
Q3 		$219K Buy
+905
New +$208K 0.02% 184
2023
Q1 		– Sell
-2,720
Closed -$474K – 163
2022
Q4 		$474K Buy
+2,720
New +$484K 0.06% 118

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

Edgemoor Investment Advisors's IWM Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 695 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #185 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in IWM as recently as Q3 2025.

Edgemoor Investment Advisors first reported a position in IWM in Q4 2022 and has held it in 3 quarters since. The position peaked at $474K in Q4 2022. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Edgemoor Investment Advisors held 695 shares of iShares Russell 2000 ETF worth $209K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Edgemoor Investment Advisors position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #185 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 3 quarters since.
  • Edgemoor Investment Advisors's iShares Russell 2000 ETF position peaked at $474K in Q4 2022.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.