Fayez Sarofim & Co
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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
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
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

Fayez Sarofim & Co's IWM Position: Q1 2026 in Review

Fayez Sarofim & Co held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,403 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Fayez Sarofim & Co first reported a position in IWM in Q4 2020 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Fayez Sarofim & Co held 1,403 shares of iShares Russell 2000 ETF worth $348K as of Q1 2026.
  • Fayez Sarofim & Co left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q1 2026, its #250 holding.
  • Fayez Sarofim & Co first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 9 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.