EWM
IWM icon

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

Empirical Wealth 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 		$2.82M Sell
9,398
-283
-3% -$79.5K 0.04% 226
2026
Q1 		$2.4M Sell
9,681
-72
-0.7% -$18.6K 0.04% 231
2025
Q4 		$2.4M Buy
9,753
+144
+1% +$35.4K 0.04% 225
2025
Q3 		$2.32M Sell
9,609
-286
-3% -$65.6K 0.05% 224
2025
Q2 		$2.14M Sell
9,895
-360
-4% -$72.4K 0.05% 226
2025
Q1 		$2.05M Buy
10,255
+1,549
+18% +$336K 0.05% 209
2024
Q4 		$1.92M Buy
8,706
+398
+5% +$90.7K 0.05% 201
2024
Q3 		$1.84M Buy
8,308
+395
+5% +$84.5K 0.05% 197
2024
Q2 		$1.61M Sell
7,913
-714
-8% -$144K 0.05% 204
2024
Q1 		$1.81M Buy
8,627
+51
+0.6% +$10.2K 0.05% 189
2023
Q4 		$1.72M Buy
8,576
+1,221
+17% +$219K 0.06% 185
2023
Q3 		$1.3M Buy
7,355
+1,585
+27% +$298K 0.05% 201
2023
Q2 		$1.08M Sell
5,770
-2,091
-27% -$373K 0.04% 220
2023
Q1 		$1.4M Sell
7,861
-315
-4% -$58K 0.06% 173
2022
Q4 		$1.43M Sell
8,176
-96
-1% -$17.1K 0.07% 166
2022
Q3 		$1.36M Sell
8,272
-590
-7% -$108K 0.07% 165
2022
Q2 		$1.5M Buy
8,862
+1,652
+23% +$305K 0.08% 159
2022
Q1 		$1.48M Sell
7,210
-1,034
-13% -$211K 0.07% 167
2021
Q4 		$1.83M Buy
8,244
+3,158
+62% +$714K 0.09% 142
2021
Q3 		$1.11M Sell
5,086
-52
-1% -$11.5K 0.06% 176
2021
Q2 		$1.18M Buy
5,138
+557
+12% +$125K 0.07% 166
2021
Q1 		$1.01M Sell
4,581
-1,174
-20% -$256K 0.08% 154
2020
Q4 		$1.13M Sell
5,755
-261
-4% -$45.7K 0.09% 140
2020
Q3 		$901K Sell
6,016
-76
-1% -$11.4K 0.08% 148
2020
Q2 		$872K Buy
6,092
+1,021
+20% +$134K 0.08% 141
2020
Q1 		$580K Buy
5,071
+1,727
+52% +$257K 0.06% 160
2019
Q4 		$554K Sell
3,344
-316
-9% -$49.9K 0.06% 182
2019
Q3 		$554K Buy
3,660
+155
+4% +$23.7K 0.07% 166
2019
Q2 		$545K Buy
3,505
+38
+1% +$5.86K 0.07% 149
2019
Q1 		$531K Sell
3,467
-102
-3% -$15.3K 0.08% 136
2018
Q4 		$478K Sell
3,569
-163
-4% -$24.3K 0.08% 124
2018
Q3 		$629K Buy
3,732
+460
+14% +$77.7K 0.11% 102
2018
Q2 		$536K Sell
3,272
-68
-2% -$10.9K 0.1% 103
2018
Q1 		$507K Sell
3,340
-173
-5% -$26.7K 0.1% 98
2017
Q4 		$536K Buy
3,513
+938
+36% +$141K 0.11% 88
2017
Q3 		$382K Sell
2,575
-199
-7% -$28K 0.09% 97
2017
Q2 		$391K Buy
2,774
+760
+38% +$105K 0.1% 96
2017
Q1 		$277K Buy
2,014
+1
+0% +$137 0.07% 107
2016
Q4 		$271K Buy
+2,013
New +$257K 0.07% 107
2015
Q2 		– Sell
-1,690
Closed -$210K – 115
2015
Q1 		$210K Buy
+1,690
New +$204K 0.05% 98
2014
Q3 		– Sell
-1,986
Closed -$236K – 106
2014
Q2 		$236K Buy
+1,986
New +$226K 0.06% 91
2014
Q1 		– Sell
-2,859
Closed -$330K – 101
2013
Q4 		$330K Buy
+2,859
New +$316K 0.09% 74

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q2 2026, selling an estimated $79.5K and leaving 9,398 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #226.

Empirical Wealth Management first reported a position in IWM in Q4 2013 and has held it in 42 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Empirical Wealth Management held 9,398 shares of iShares Russell 2000 ETF worth $2.82M as of Q2 2026.
  • Empirical Wealth Management sold 283 iShares Russell 2000 ETF shares in Q2 2026, an estimated $79.5K.
  • iShares Russell 2000 ETF made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Empirical Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 42 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.