Hayek Kallen Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hayek Kallen Investment 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	$392K	Hold	1,305	–	–	0.12%	78
2026 Q1	$324K	Buy	+1,305	New	+$337K	0.11%	76
2025 Q4	–	Sell	-2,800	Closed	-$298K	–	130
2025 Q3	$298K	Buy	2,800 +1,495	+115%	+$343K	0.09%	86
2025 Q2	$282K	Hold	1,305	–	–	0.1%	86
2025 Q1	$260K	Hold	1,305	–	–	0.1%	85
2024 Q4	$288K	Hold	1,305	–	–	0.1%	80
2024 Q3	$288K	Hold	1,305	–	–	0.1%	82
2024 Q2	$265K	Hold	1,305	–	–	0.1%	83
2024 Q1	$274K	Hold	1,305	–	–	0.11%	81
2023 Q4	$262K	Hold	1,305	–	–	0.11%	76
2023 Q3	$231K	Hold	1,305	–	–	0.1%	79
2023 Q2	$244K	Hold	1,305	–	–	0.1%	76
2023 Q1	$233K	Hold	1,305	–	–	0.11%	74
2022 Q4	$228K	Hold	1,305	–	–	0.11%	75
2022 Q3	$215K	Hold	1,305	–	–	0.1%	77
2022 Q2	$221K	Hold	1,305	–	–	0.1%	78
2022 Q1	$268K	Hold	1,305	–	–	0.1%	77
2021 Q4	$290K	Buy	+1,305	New	+$295K	0.1%	79

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

Hayek Kallen Investment Management's IWM Position: Q2 2026 in Review

Hayek Kallen Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,305 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #78.

Hayek Kallen Investment Management first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hayek Kallen Investment Management held 1,305 shares of iShares Russell 2000 ETF worth $392K as of Q2 2026.
Hayek Kallen Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.12% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #78 holding.
Hayek Kallen Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.