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

Evelyn Partners 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 Q1	$1.82M	Buy	7,359 +11	+0.1%	+$2.84K	0.45%	50
2025 Q4	$1.81M	Buy	7,348 +155	+2%	+$38.1K	0.42%	56
2025 Q3	$1.74M	Sell	7,193 -850	-11%	-$195K	0.39%	57
2025 Q2	$1.74M	Buy	8,043 +9	+0.1%	+$1.81K	0.44%	52
2025 Q1	$1.6M	Sell	8,034 -3,486	-30%	-$756K	0.45%	51
2024 Q4	$2.55M	Buy	+11,520	New	+$2.63M	0.69%	41

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Evelyn Partners Asset Management's IWM Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q1 2026, buying an estimated $2.84K and bringing the position to 7,359 shares worth $1.82M. The position accounts for 0.45% of the portfolio, ranked #50.

Evelyn Partners Asset Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Evelyn Partners Asset Management held 7,359 shares of iShares Russell 2000 ETF worth $1.82M as of Q1 2026.
Evelyn Partners Asset Management bought 11 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.84K.
iShares Russell 2000 ETF made up 0.45% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #50 holding.
Evelyn Partners Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares Russell 2000 ETF position peaked at $2.55M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.