EWM
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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 		– Hold
0
– – – 219

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

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. 2,734 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.
  • 2,734 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.