Empirical Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Empirical Asset Management’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	$2.79M	Buy	9,292 +113	+1%	+$31.8K	0.63%	27
2026 Q1	$2.28M	Buy	9,179 +296	+3%	+$76.4K	0.6%	28
2025 Q4	$2.19M	Sell	8,883 -39	-0.4%	-$9.59K	0.62%	28
2025 Q3	$2.16M	Buy	8,922 +103	+1%	+$23.6K	0.6%	27
2025 Q2	$1.9M	Buy	8,819 +1,057	+14%	+$213K	0.59%	36
2025 Q1	$1.55M	Sell	7,762 -736	-9%	-$160K	0.53%	44
2024 Q4	$1.88M	Buy	8,498 +402	+5%	+$91.7K	0.62%	31
2024 Q3	$1.79M	Buy	8,096 +3,146	+64%	+$673K	0.64%	34
2024 Q2	$1M	Sell	4,950 -55,617	-92%	-$11.2M	0.38%	67
2024 Q1	$263K	Buy	+60,567	New	+$12.1M	0.13%	219
2022 Q1	–	Sell	-909	Closed	-$202K	–	169
2021 Q4	$202K	Buy	+909	New	+$205K	0.2%	147

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Empirical Asset Management's IWM Position: Q2 2026 in Review

Empirical Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, buying an estimated $31.8K and bringing the position to 9,292 shares worth $2.79M. The position accounts for 0.63% of the portfolio, ranked #27.

Empirical Asset Management first reported a position in IWM in Q4 2021 and has held it in 11 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Empirical Asset Management held 9,292 shares of iShares Russell 2000 ETF worth $2.79M as of Q2 2026.
Empirical Asset Management bought 113 iShares Russell 2000 ETF shares in Q2 2026, an estimated $31.8K.
iShares Russell 2000 ETF made up 0.63% of Empirical Asset Management's portfolio in Q2 2026, its #27 holding.
Empirical Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 11 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.