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Ferguson Wellman Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ferguson Wellman Capital Management’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 		$80.2M Sell
267,097
-2,903
-1% -$816K 0.98% 29
2026
Q1 		$67M Buy
+270,000
New +$69.6M 0.92% 30
2021
Q1 		– Sell
-837,075
Closed -$164M – 367
2020
Q4 		$164M Buy
837,075
+9,221
+1% +$1.61M 4.01% 3
2020
Q3 		$124M Buy
827,854
+20,346
+3% +$3.06M 3.42% 3
2020
Q2 		$116M Buy
807,508
+461,919
+134% +$60.6M 3.53% 3
2020
Q1 		$39.6M Buy
345,589
+141,436
+69% +$21.1M 1.48% 19
2019
Q4 		$33.8M Buy
204,153
+9,898
+5% +$1.56M 1% 29
2019
Q3 		$29.4M Buy
194,255
+10,301
+6% +$1.57M 0.94% 30
2019
Q2 		$28.6M Sell
183,954
-1,659
-0.9% -$256K 0.95% 30
2019
Q1 		$28.4M Sell
185,613
-5,808
-3% -$873K 0.97% 29
2018
Q4 		$25.6M Buy
191,421
+9,761
+5% +$1.46M 0.98% 25
2018
Q3 		$30.6M Buy
181,660
+918
+0.5% +$155K 1.01% 29
2018
Q2 		$29.6M Sell
180,742
-895
-0.5% -$143K 1.03% 27
2018
Q1 		$27.6M Sell
181,637
-98,769
-35% -$15.3M 0.98% 26
2017
Q4 		$42.8M Sell
280,406
-74
-0% -$11.1K 1.48% 16
2017
Q3 		$41.6M Buy
280,480
+2,199
+0.8% +$309K 1.5% 17
2017
Q2 		$39.2M Buy
278,281
+4,012
+1% +$555K 1.47% 16
2017
Q1 		$37.7M Buy
274,269
+3,952
+1% +$540K 1.45% 18
2016
Q4 		$36.5M Buy
270,317
+13,490
+5% +$1.72M 1.49% 18
2016
Q3 		$31.9M Buy
256,827
+1,018
+0.4% +$124K 1.36% 20
2016
Q2 		$29.4M Sell
255,809
-63,627
-20% -$7.18M 1.24% 24
2016
Q1 		$35.3M Sell
319,436
-93,770
-23% -$9.71M 1.5% 18
2015
Q4 		$46.5M Buy
413,206
+27,862
+7% +$3.21M 1.92% 7
2015
Q3 		$42.1M Buy
385,344
+7,933
+2% +$941K 1.87% 7
2015
Q2 		$47.1M Sell
377,411
-1,940
-0.5% -$242K 1.95% 5
2015
Q1 		$47.2M Sell
379,351
-9,002
-2% -$1.09M 1.94% 2
2014
Q4 		$46.5M Buy
388,353
+38,496
+11% +$4.4M 1.87% 7
2014
Q3 		$38.3M Buy
349,857
+3,539
+1% +$405K 1.63% 11
2014
Q2 		$41.1M Sell
346,318
-510
-0.1% -$57.9K 1.74% 7
2014
Q1 		$40.4M Buy
346,828
+8,315
+2% +$959K 1.8% 5
2013
Q4 		$39.1M Buy
338,513
+471
+0.1% +$52K 1.76% 5
2013
Q3 		$36M Buy
+338,042
New +$35M 1.79% 6

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

Ferguson Wellman Capital Management's IWM Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $816K and leaving 267,097 shares worth $80.2M. The position accounts for 0.98% of the portfolio, ranked #29.

Ferguson Wellman Capital Management first reported a position in IWM in Q3 2013 and has held it in 32 quarters since. The position peaked at $164M in Q4 2020. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ferguson Wellman Capital Management held 267,097 shares of iShares Russell 2000 ETF worth $80.2M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 2,903 iShares Russell 2000 ETF shares in Q2 2026, an estimated $816K.
  • iShares Russell 2000 ETF made up 0.98% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #29 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's iShares Russell 2000 ETF position peaked at $164M in Q4 2020.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.