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Evensky & Katz’s iShares Russell 2000 ETF IWM Stock Holding History

Evensky & Katz’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 		$875K Sell
3,529
-144
-4% -$37.1K 0.05% 54
2025
Q4 		$904K Buy
3,673
+8
+0.2% +$1.97K 0.05% 54
2025
Q3 		$887K Buy
3,665
+5
+0.1% +$1.15K 0.05% 54
2025
Q2 		$790K Sell
3,660
-87
-2% -$17.5K 0.05% 54
2025
Q1 		$747K Buy
3,747
+6
+0.2% +$1.3K 0.05% 57
2024
Q4 		$827K Buy
3,741
+8
+0.2% +$1.82K 0.05% 55
2024
Q3 		$825K Sell
3,733
-716
-16% -$153K 0.05% 57
2024
Q2 		$903K Buy
4,449
+732
+20% +$148K 0.06% 55
2024
Q1 		$782K Sell
3,717
-119
-3% -$23.7K 0.06% 58
2023
Q4 		$770K Sell
3,836
-80
-2% -$14.3K 0.06% 58
2023
Q3 		$692K Buy
3,916
+82
+2% +$15.4K 0.06% 55
2023
Q2 		$718K Sell
3,834
-404
-10% -$72K 0.05% 56
2023
Q1 		$756K Buy
4,238
+1,392
+49% +$256K 0.06% 55
2022
Q4 		$496K Sell
2,846
-402
-12% -$71.5K 0.04% 60
2022
Q3 		$536K Hold
3,248
– – 0.06% 58
2022
Q2 		$550K Buy
3,248
+7
+0.2% +$1.29K 0.06% 57
2022
Q1 		$665K Buy
3,241
+5
+0.2% +$1.02K 0.07% 51
2021
Q4 		$720K Sell
3,236
-475
-13% -$107K 0.07% 50
2021
Q3 		$812K Sell
3,711
-96
-3% -$21.3K 0.08% 45
2021
Q2 		$873K Buy
3,807
+107
+3% +$24.1K 0.09% 45
2021
Q1 		$818K Sell
3,700
-366
-9% -$79.9K 0.09% 44
2020
Q4 		$797K Buy
4,066
+27
+0.7% +$4.72K 0.1% 44
2020
Q3 		$605K Sell
4,039
-55
-1% -$8.27K 0.08% 47
2020
Q2 		$586K Sell
4,094
-251
-6% -$32.9K 0.08% 47
2020
Q1 		$497K Buy
4,345
+222
+5% +$33.1K 0.08% 53
2019
Q4 		$683K Sell
4,123
-1,657
-29% -$262K 0.09% 46
2019
Q3 		$875K Sell
5,780
-525
-8% -$80.2K 0.12% 56
2019
Q2 		$980K Buy
6,305
+32
+0.5% +$4.93K 0.14% 51
2019
Q1 		$960K Buy
6,273
+79
+1% +$11.9K 0.13% 51
2018
Q4 		$829K Sell
6,194
-590
-9% -$88K 0.14% 41
2018
Q3 		$1.14M Sell
6,784
-424
-6% -$71.6K 0.17% 32
2018
Q2 		$1.18M Sell
7,208
-239
-3% -$38.2K 0.21% 29
2018
Q1 		$1.13M Sell
7,447
-1
-0% -$154 0.19% 28
2017
Q4 		$1.14M Sell
7,448
-5
-0.1% -$751 0.19% 28
2017
Q3 		$1.1M Sell
7,453
-14
-0.2% -$1.97K 0.19% 27
2017
Q2 		$1.05M Sell
7,467
-508
-6% -$70.3K 0.19% 24
2017
Q1 		$1.09M Sell
7,975
-1,593
-17% -$218K 0.2% 25
2016
Q4 		$1.29M Sell
9,568
-265
-3% -$33.9K 0.25% 25
2016
Q3 		$1.22M Sell
9,833
-6,301
-39% -$766K 0.24% 25
2016
Q2 		$1.85M Sell
16,134
-5,273
-25% -$595K 0.41% 23
2016
Q1 		$2.37M Sell
21,407
-3,390
-14% -$351K 0.55% 22
2015
Q4 		$2.66M Hold
24,797
– – 0.64% 20
2015
Q3 		$2.71M Sell
24,797
-4,570
-16% -$542K 0.74% 16
2015
Q2 		$3.67M Sell
29,367
-22
-0.1% -$2.75K 0.96% 15
2015
Q1 		$3.65M Buy
29,389
+27,574
+1,519% +$3.32M 0.99% 15
2014
Q4 		$217K Sell
1,815
-28,890
-94% -$3.3M 0.06% 31
2014
Q3 		$3.36M Buy
30,705
+29,021
+1,723% +$3.32M 1.01% 17
2014
Q2 		$200K Buy
1,684
+985
+141% +$112K 0.08% 18
2014
Q1 		$81K Sell
699
-129
-16% -$14.9K 0.03% 21
2013
Q4 		$95K Buy
828
+9
+1% +$994 0.04% 22
2013
Q3 		$79K Hold
819
– – 0.03% 21
2013
Q2 		$79K Buy
+819
New +$78.2K 0.04% 21

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Evensky & Katz's IWM Position: Q1 2026 in Review

Evensky & Katz reduced its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, selling an estimated $37.1K and leaving 3,529 shares worth $875K. The position accounts for 0.05% of the portfolio, ranked #54.

Evensky & Katz first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.67M in Q2 2015. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Evensky & Katz held 3,529 shares of iShares Russell 2000 ETF worth $875K as of Q1 2026.
  • Evensky & Katz sold 144 iShares Russell 2000 ETF shares in Q1 2026, an estimated $37.1K.
  • iShares Russell 2000 ETF made up 0.05% of Evensky & Katz's portfolio in Q1 2026, its #54 holding.
  • Evensky & Katz first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Evensky & Katz's iShares Russell 2000 ETF position peaked at $3.67M in Q2 2015.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.