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EQ LLC’s iShares Russell 2000 ETF IWM Stock Holding History

EQ LLC’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 		$1.52M Sell
5,071
-180
-3% -$50.6K 0.37% 38
2026
Q1 		$1.3M Sell
5,251
-9
-0.2% -$2.32K 0.37% 39
2025
Q4 		$1.29M Hold
5,260
– – 0.37% 42
2025
Q3 		$1.27M Sell
5,260
-287
-5% -$65.9K 0.43% 37
2025
Q2 		$1.2M Sell
5,547
-501
-8% -$101K 0.46% 35
2025
Q1 		$1.21M Sell
6,048
-14
-0.2% -$3.04K 0.56% 33
2024
Q4 		$1.34M Buy
6,062
+8
+0.1% +$1.82K 0.63% 31
2024
Q3 		$1.34M Sell
6,054
-13
-0.2% -$2.78K 0.67% 26
2024
Q2 		$1.23M Sell
6,067
-6
-0.1% -$1.21K 0.74% 30
2024
Q1 		$1.28M Sell
6,073
-48
-0.8% -$9.57K 0.79% 27
2023
Q4 		$1.23M Sell
6,121
-42
-0.7% -$7.52K 0.91% 26
2023
Q3 		$1.09M Sell
6,163
-16
-0.3% -$3K 0.81% 27
2023
Q2 		$1.16M Sell
6,179
-210
-3% -$37.4K 0.95% 22
2023
Q1 		$1.14M Sell
6,389
-64
-1% -$11.8K 0.87% 25
2022
Q4 		$1.13M Sell
6,453
-140
-2% -$24.9K 0.9% 27
2022
Q3 		$1.09M Sell
6,593
-27
-0.4% -$4.92K 0.94% 26
2022
Q2 		$1.12M Sell
6,620
-62
-0.9% -$11.4K 0.88% 25
2022
Q1 		$1.37M Sell
6,682
-56
-0.8% -$11.4K 1% 19
2021
Q4 		$1.5M Sell
6,738
-268
-4% -$60.6K 1.05% 22
2021
Q3 		$1.53M Sell
7,006
-62
-0.9% -$13.7K 1.17% 20
2021
Q2 		$1.62M Sell
7,068
-27
-0.4% -$6.07K 1.24% 19
2021
Q1 		$1.57M Sell
7,095
-1,027
-13% -$224K 1.31% 18
2020
Q4 		$1.59M Buy
+8,122
New +$1.42M 1.47% 19

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

EQ LLC's IWM Position: Q2 2026 in Review

EQ LLC reduced its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q2 2026, selling an estimated $50.6K and leaving 5,071 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #38.

EQ LLC first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q2 2021. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • EQ LLC held 5,071 shares of iShares Russell 2000 ETF worth $1.52M as of Q2 2026.
  • EQ LLC sold 180 iShares Russell 2000 ETF shares in Q2 2026, an estimated $50.6K.
  • iShares Russell 2000 ETF made up 0.37% of EQ LLC's portfolio in Q2 2026, its #38 holding.
  • EQ LLC first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • EQ LLC's iShares Russell 2000 ETF position peaked at $1.62M in Q2 2021.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.