Franklin Resources’s iShares Russell 2000 ETF IWM Stock Holding History

Franklin Resources’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	–	Sell	-6,900	Closed	-$1.7M	–	3236
2025 Q4	$1.7M	Sell	6,900 -700	-9%	-$172K	﹤0.01%	1866
2025 Q3	$1.84M	Hold	7,600	–	–	﹤0.01%	1796
2025 Q2	$1.64M	Hold	7,600	–	–	﹤0.01%	1780
2025 Q1	$1.52M	Sell	7,600 -200	-3%	-$43.4K	﹤0.01%	1801
2024 Q4	$1.72M	Sell	7,800 -300	-4%	-$68.4K	﹤0.01%	1779
2024 Q3	$1.81M	Sell	8,100 -200	-2%	-$42.8K	﹤0.01%	1776
2024 Q2	$1.68M	Hold	8,300	–	–	﹤0.01%	1751
2024 Q1	$1.75M	Hold	8,300	–	–	﹤0.01%	1769
2023 Q4	$1.67M	Hold	8,300	–	–	﹤0.01%	1453
2023 Q3	$1.47M	Hold	8,300	–	–	﹤0.01%	1488
2023 Q2	$1.55M	Buy	+8,300	New	+$1.48M	﹤0.01%	1491

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Franklin Resources's IWM Position: Q1 2026 in Review

Franklin Resources increased its iShares Russell 2000 ETF (IWM) stake by 3% in Q1 2026, buying an estimated $4.76M and bringing the position to 629,542 shares worth $156M. The position accounts for 0.04% of the portfolio, ranked #346.

Franklin Resources first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. The position peaked at $302M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Franklin Resources held 629,542 shares of iShares Russell 2000 ETF worth $156M as of Q1 2026.
Franklin Resources bought 18,444 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.76M.
iShares Russell 2000 ETF made up 0.04% of Franklin Resources's portfolio in Q1 2026, its #346 holding.
Franklin Resources first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
Franklin Resources's iShares Russell 2000 ETF position peaked at $302M in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.