Fayez Sarofim & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Fayez Sarofim & 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	$422K	Hold	1,403	–	–	﹤0.01%	238
2026 Q1	$348K	Hold	1,403	–	–	﹤0.01%	250
2025 Q4	$345K	Hold	1,403	–	–	﹤0.01%	262
2025 Q3	$339K	Hold	1,403	–	–	﹤0.01%	268
2025 Q2	$303K	Hold	1,403	–	–	﹤0.01%	271
2025 Q1	$280K	Sell	1,403 -1	-0.1%	-$217	﹤0.01%	274
2024 Q4	$310K	Buy	1,404 +1	+0.1%	+$228	﹤0.01%	272
2024 Q3	$310K	Hold	1,403	–	–	﹤0.01%	253
2024 Q2	$285K	Buy	+1,403	New	+$284K	﹤0.01%	253
2021 Q1	–	Sell	-1,683	Closed	-$330K	–	293
2020 Q4	$330K	Buy	+1,683	New	+$295K	﹤0.01%	237

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

Fayez Sarofim & Co's IWM Position: Q2 2026 in Review

Fayez Sarofim & Co held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,403 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Fayez Sarofim & Co first reported a position in IWM in Q4 2020 and has held it in 10 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fayez Sarofim & Co held 1,403 shares of iShares Russell 2000 ETF worth $422K as of Q2 2026.
Fayez Sarofim & Co left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q2 2026, its #238 holding.
Fayez Sarofim & Co first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 10 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fayez Sarofim & Co's 13F filing for Q2 2026, filed 17 Aug 2026.