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 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 $1.37T 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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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

Hayek Kallen Investment Management's IWM Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,305 shares worth $324K. The stake represents 0.11% of the portfolio and ranks #76 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in IWM as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Hayek Kallen Investment Management held 1,305 shares of iShares Russell 2000 ETF worth $324K as of Q1 2026.
iShares Russell 2000 ETF was a new Hayek Kallen Investment Management position in Q1 2026.
iShares Russell 2000 ETF made up 0.11% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #76 holding.
Hayek Kallen Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.