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Everett Harris & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Everett Harris & Co’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 		$358K Sell
1,190
-2
-0.2% -$562 ﹤0.01% 243
2026
Q1 		$296K Hold
1,192
– – ﹤0.01% 279
2025
Q4 		$293K Buy
1,192
+118
+11% +$29K ﹤0.01% 284
2025
Q3 		$260K Hold
1,074
– – ﹤0.01% 294
2025
Q2 		$232K Hold
1,074
– – ﹤0.01% 306
2025
Q1 		$214K Sell
1,074
-30
-3% -$6.51K ﹤0.01% 300
2024
Q4 		$244K Hold
1,104
– – ﹤0.01% 267
2024
Q3 		$244K Sell
1,104
-10
-0.9% -$2.14K ﹤0.01% 254
2024
Q2 		$226K Sell
1,114
-340
-23% -$68.7K ﹤0.01% 254
2024
Q1 		$306K Buy
1,454
+350
+32% +$69.8K ﹤0.01% 224
2023
Q4 		$222K Buy
+1,104
New +$198K ﹤0.01% 245
2023
Q3 		– Sell
-1,104
Closed -$207K – 257
2023
Q2 		$207K Sell
1,104
-112
-9% -$20K ﹤0.01% 244
2023
Q1 		$217K Sell
1,216
-150
-11% -$27.6K ﹤0.01% 240
2022
Q4 		$238K Sell
1,366
-85
-6% -$15.1K ﹤0.01% 234
2022
Q3 		$239K Buy
1,451
+122
+9% +$22.3K ﹤0.01% 229
2022
Q2 		$225K Buy
1,329
+137
+11% +$25.3K ﹤0.01% 246
2022
Q1 		$245K Buy
+1,192
New +$243K ﹤0.01% 246
2021
Q3 		– Sell
-886
Closed -$203K – 270
2021
Q2 		$203K Buy
+886
New +$199K ﹤0.01% 255

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

Everett Harris & Co's IWM Position: Q2 2026 in Review

Everett Harris & Co reduced its iShares Russell 2000 ETF (IWM) stake by 0.17% in Q2 2026, selling an estimated $562 and leaving 1,190 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Everett Harris & Co first reported a position in IWM in Q2 2021 and has held it in 18 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Everett Harris & Co held 1,190 shares of iShares Russell 2000 ETF worth $358K as of Q2 2026.
  • Everett Harris & Co sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #243 holding.
  • Everett Harris & Co first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 18 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.