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

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

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. 1,036 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.
  • 1,036 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.