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
2025 Q3	–	Sell	-1,500	Closed	-$3.81K	–	3947
2025 Q2	$3.81K	Buy	1,500 +300	+25%	+$60.4K	﹤0.01%	3693
2025 Q1	$2.23K	Sell	1,200 -1,300	-52%	-$282K	﹤0.01%	3620
2024 Q4	$13	Sell	2,500 -200	-7%	-$45.6K	﹤0.01%	3794
2024 Q3	$1.82K	Buy	+2,700	New	+$578K	﹤0.01%	3639
2022 Q3	–	Sell	-15,000	Closed	-$21K	–	3267
2022 Q2	$21K	Buy	+15,000	New	+$2.77M	﹤0.01%	2988
2021 Q3	–	Sell	-300	Closed	-$2K	–	3302
2021 Q2	$2K	Buy	+300	New	+$67.5K	﹤0.01%	3073
2021 Q1	–	Sell	-200	Closed	-$44K	–	3160
2020 Q4	$44K	Sell	200 -300	-60%	-$52.5K	﹤0.01%	2420
2020 Q3	$1K	Buy	+500	New	+$75.2K	﹤0.01%	2527
2020 Q2	–	Sell	-9,000	Closed	-$1K	–	2484
2020 Q1	$1K	Buy	+9,000	New	+$1.34M	﹤0.01%	2191
2019 Q3	–	Sell	-6,000	Closed	-$2K	–	2475
2019 Q2	$2K	Hold	6,000	–	–	﹤0.01%	2350
2019 Q1	$3K	Buy	+6,000	New	+$902K	﹤0.01%	2243
2018 Q2	–	Sell	-2,000	Closed	-$2K	–	2314
2018 Q1	$2K	Buy	2,000 +1,000	+100%	+$154K	﹤0.01%	2151
2017 Q4	$5K	Sell	1,000 -6,000	-86%	-$901K	﹤0.01%	2206
2017 Q3	$51K	Buy	7,000 +3,000	+75%	+$422K	﹤0.01%	2083
2017 Q2	$7K	Sell	4,000 -7,500	-65%	-$1.04M	﹤0.01%	2135
2017 Q1	$41K	Buy	+11,500	New	+$1.57M	﹤0.01%	1934
2016 Q1	–	Sell	-181,300	Closed	-$154K	–	2129
2015 Q4	$154K	Buy	+181,300	New	+$20.9M	﹤0.01%	1801
2014 Q3	–	Sell	-190,000	Closed	-$304K	–	1602
2014 Q2	$304K	Buy	+190,000	New	+$21.6M	0.01%	1245

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.