Ewing Morris & Co Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Ewing Morris & Co Investment Partners’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	$514K	Buy	+1,711	New	+$481K	0.27%	67
2025 Q4	–	Sell	-4,873	Closed	-$1.18M	–	99
2025 Q3	$1.18M	Buy	+4,873	New	+$1.12M	0.5%	48

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ewing Morris & Co Investment Partners's IWM Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,711 shares worth $514K. The stake represents 0.27% of the portfolio and ranks #67 among its holdings. This is a return to the name: Ewing Morris & Co Investment Partners previously reported a position in IWM as recently as Q3 2025.

Ewing Morris & Co Investment Partners first reported a position in IWM in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q3 2025. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ewing Morris & Co Investment Partners held 1,711 shares of iShares Russell 2000 ETF worth $514K as of Q2 2026.
iShares Russell 2000 ETF was a new Ewing Morris & Co Investment Partners position in Q2 2026.
iShares Russell 2000 ETF made up 0.27% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #67 holding.
Ewing Morris & Co Investment Partners first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 2 quarters since.
Ewing Morris & Co Investment Partners's iShares Russell 2000 ETF position peaked at $1.18M in Q3 2025.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.