Henry Ellenbogen’s iShares Russell 2000 ETF IWM Stock Holding History

Henry Ellenbogen’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	–	Sell	-1,027,614	Closed	-$255M	–	39
2026 Q1	$255M	Buy	1,027,614 +930,838	+962%	+$240M	2.62%	16
2025 Q4	$23.8M	Buy	+96,776	New	+$23.8M	0.23%	39
2025 Q3	–	Sell	-2,596,668	Closed	-$560M	–	51
2025 Q2	$560M	Buy	2,596,668 +1,333,316	+106%	+$268M	4.24%	5
2025 Q1	$252M	Buy	1,263,352 +403,325	+47%	+$87.5M	2.25%	21
2024 Q4	$190M	Sell	860,027 -321,884	-27%	-$73.4M	1.55%	25
2024 Q3	$261M	Buy	+1,181,911	New	+$253M	1.91%	21
2024 Q2	–	Sell	-66,096	Closed	-$13.9M	–	54
2024 Q1	$13.9M	Sell	66,096 -659,756	-91%	-$132M	0.11%	50
2023 Q4	$146M	Buy	725,852 +449,134	+162%	+$80.5M	1.15%	28
2023 Q3	$48.9M	Hold	276,718	–	–	0.45%	40
2023 Q2	$51.8M	Hold	276,718	–	–	0.45%	45
2023 Q1	$49.4M	Hold	276,718	–	–	0.46%	40
2022 Q4	$48.2M	Buy	+276,718	New	+$49.2M	0.5%	38
2022 Q2	–	Sell	-489,142	Closed	-$100M	–	56
2022 Q1	$100M	Buy	+489,142	New	+$99.8M	0.88%	37
2020 Q2	–	Sell	-4,553,535	Closed	-$521M	–	47
2020 Q1	$521M	Buy	4,553,535 +1,538,521	+51%	+$229M	10.6%	2
2019 Q4	$499M	Buy	+3,015,014	New	+$476M	15.56%	2

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

Henry Ellenbogen's IWM Position: Q2 2026 in Review

Henry Ellenbogen sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,027,614 shares — an estimated $255M sold.

Henry Ellenbogen first reported a position in IWM in Q4 2019 and held it in 15 quarters. The position peaked at $560M in Q2 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Henry Ellenbogen reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Henry Ellenbogen sold 1,027,614 iShares Russell 2000 ETF shares in Q2 2026, an estimated $255M.
Henry Ellenbogen first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 15 quarters.
Henry Ellenbogen's iShares Russell 2000 ETF position peaked at $560M in Q2 2025.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.