HighTower Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

HighTower Advisors’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	$159M	Buy	642,416 +52,166	+9%	+$13.5M	0.17%	128
2025 Q4	$145M	Sell	590,250 -16,142	-3%	-$3.97M	0.16%	130
2025 Q3	$147M	Buy	606,392 +61,173	+11%	+$14M	0.17%	130
2025 Q2	$118M	Sell	545,219 -25,810	-5%	-$5.19M	0.15%	151
2025 Q1	$114M	Sell	571,029 -151,865	-21%	-$32.9M	0.15%	148
2024 Q4	$160M	Buy	722,894 +81,371	+13%	+$18.6M	0.22%	103
2024 Q3	$142M	Sell	641,523 -14,397	-2%	-$3.08M	0.2%	110
2024 Q2	$133M	Sell	655,920 -32,312	-5%	-$6.53M	0.21%	107
2024 Q1	$145M	Sell	688,232 -71,671	-9%	-$14.3M	0.23%	94
2023 Q4	$152M	Buy	759,903 +177,316	+30%	+$31.8M	0.26%	82
2023 Q3	$103M	Buy	582,587 +83,519	+17%	+$15.7M	0.19%	118
2023 Q2	$93.5M	Sell	499,068 -4,448	-0.9%	-$793K	0.18%	118
2023 Q1	$89.8M	Sell	503,516 -11,372	-2%	-$2.09M	0.2%	110
2022 Q4	$89.8M	Buy	514,888 +42,143	+9%	+$7.5M	0.21%	111
2022 Q3	$77.9M	Buy	472,745 +14,112	+3%	+$2.57M	0.21%	100
2022 Q2	$77.7M	Sell	458,633 -1,753	-0.4%	-$323K	0.2%	108
2022 Q1	$94.5M	Sell	460,386 -53,288	-10%	-$10.9M	0.21%	104
2021 Q4	$114M	Buy	513,674 +95,531	+23%	+$21.6M	0.25%	93
2021 Q3	$91.5M	Sell	418,143 -7,786	-2%	-$1.73M	0.24%	93
2021 Q2	$97.7M	Buy	425,929 +16,732	+4%	+$3.76M	0.28%	82
2021 Q1	$90.4M	Buy	409,197 +30,132	+8%	+$6.58M	0.29%	77
2020 Q4	$74.3M	Buy	379,065 +104,811	+38%	+$18.3M	0.31%	71
2020 Q3	$41.1M	Sell	274,254 -6,282	-2%	-$945K	0.2%	109
2020 Q2	$40.2M	Sell	280,536 -88,980	-24%	-$11.7M	0.22%	97
2020 Q1	$42.3M	Buy	369,516 +22,171	+6%	+$3.31M	0.27%	79
2019 Q4	$57.5M	Buy	347,345 +48,741	+16%	+$7.7M	0.34%	66
2019 Q3	$45.2M	Sell	298,604 -56,079	-16%	-$8.56M	0.25%	91
2019 Q2	$55.2M	Buy	354,683 +119,864	+51%	+$18.5M	0.33%	62
2019 Q1	$35.9M	Sell	234,819 -192,405	-45%	-$28.9M	0.24%	87
2018 Q4	$57.2M	Sell	427,224 -57,591	-12%	-$8.59M	0.44%	43
2018 Q3	$81.7M	Buy	484,815 +254,707	+111%	+$43M	0.59%	28
2018 Q2	$37.7M	Buy	230,108 +37,505	+19%	+$6M	0.3%	69
2018 Q1	$29.2M	Sell	192,603 -238,101	-55%	-$36.8M	0.25%	88
2017 Q4	$65.6M	Buy	430,704 +127,294	+42%	+$19.1M	0.54%	33
2017 Q3	$45M	Sell	303,410 -43,273	-12%	-$6.09M	0.38%	47
2017 Q2	$48.8M	Buy	346,683 +18,265	+6%	+$2.53M	0.44%	40
2017 Q1	$45.1M	Buy	328,418 +222,919	+211%	+$30.5M	0.43%	42
2016 Q4	$14.2M	Buy	105,499 +33,164	+46%	+$4.24M	0.15%	137
2016 Q3	$8.98M	Buy	72,335 +64,088	+777%	+$7.79M	0.1%	205
2016 Q2	$948K	Buy	+8,247	New	+$930K	0.01%	903
2015 Q3	–	Sell	-75,017	Closed	-$9.54M	–	1905
2015 Q2	$9.54M	Sell	75,017 -345,740	-82%	-$43.2M	0.15%	135
2015 Q1	$52.3M	Buy	420,757 +320,057	+318%	+$38.6M	0.78%	15
2014 Q4	$12M	Buy	100,700 +12,560	+14%	+$1.44M	0.18%	121
2014 Q3	$9.64M	Sell	88,140 -191,813	-69%	-$21.9M	0.16%	141
2014 Q2	$33.3M	Buy	279,953 +59,617	+27%	+$6.77M	0.58%	28
2014 Q1	$25.6M	Buy	220,336 +144,071	+189%	+$16.6M	0.5%	33
2013 Q4	$8.8M	Buy	76,265 +6,243	+9%	+$690K	0.18%	134
2013 Q3	$7.46M	Buy	70,022 +4,419	+7%	+$457K	0.19%	134
2013 Q2	$6.38M	Buy	+65,603	New	+$6.27M	0.17%	136

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

HighTower Advisors's IWM Position: Q1 2026 in Review

HighTower Advisors increased its iShares Russell 2000 ETF (IWM) stake by 8.8% in Q1 2026, buying an estimated $13.5M and bringing the position to 642,416 shares worth $159M. The position accounts for 0.17% of the portfolio, ranked #128.

HighTower Advisors first reported a position in IWM in Q2 2013 and has held it in 49 quarters since. The position peaked at $160M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

HighTower Advisors held 642,416 shares of iShares Russell 2000 ETF worth $159M as of Q1 2026.
HighTower Advisors bought 52,166 iShares Russell 2000 ETF shares in Q1 2026, an estimated $13.5M.
iShares Russell 2000 ETF made up 0.17% of HighTower Advisors's portfolio in Q1 2026, its #128 holding.
HighTower Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 49 quarters since.
HighTower Advisors's iShares Russell 2000 ETF position peaked at $160M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.