Hazlett, Burt & Watson’s iShares Russell 2000 ETF IWM Stock Holding History

Hazlett, Burt & Watson’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	$92K	Hold	371	–	–	0.03%	353
2025 Q4	$91K	Buy	371 +47	+15%	+$11.6K	0.03%	354
2025 Q3	$78K	Sell	324 -118	-27%	-$27.1K	0.03%	357
2025 Q2	$96K	Hold	442	–	–	0.04%	290
2025 Q1	$88K	Sell	442 -115	-21%	-$24.9K	0.04%	287
2024 Q4	$122K	Buy	557 +1	+0.2%	+$228	0.05%	259
2024 Q3	$122K	Sell	556 -115	-17%	-$24.6K	0.06%	258
2024 Q2	$137K	Sell	671 -24	-3%	-$4.85K	0.07%	229
2024 Q1	$147K	Buy	695 +318	+84%	+$63.4K	0.09%	199
2023 Q4	$76K	Buy	377 +3	+0.8%	+$537	0.05%	261
2023 Q3	$66K	Buy	374 +307	+458%	+$57.6K	0.05%	266
2023 Q2	$13K	Buy	+67	New	+$11.9K	0.01%	457
2022 Q3	–	Sell	-353	Closed	-$59K	–	639
2022 Q2	$59K	Buy	353 +2	+0.6%	+$369	0.05%	247
2022 Q1	$72K	Buy	+351	New	+$71.6K	0.06%	244

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

Hazlett, Burt & Watson's IWM Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 371 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #353.

Hazlett, Burt & Watson first reported a position in IWM in Q1 2022 and has held it in 14 quarters since. The position peaked at $147K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Hazlett, Burt & Watson held 371 shares of iShares Russell 2000 ETF worth $92K as of Q1 2026.
Hazlett, Burt & Watson left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #353 holding.
Hazlett, Burt & Watson first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 14 quarters since.
Hazlett, Burt & Watson's iShares Russell 2000 ETF position peaked at $147K in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.