HighTower Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-92,500
| Closed | -$148K | – | 3815 |
|
|
2025
Q3 | $148K | Buy |
92,500
+81,700
| +756% | +$18.7M | ﹤0.01% | 3456 |
|
|
2025
Q2 | $14.9K | Buy |
10,800
+5,600
| +108% | +$1.13M | ﹤0.01% | 3623 |
|
|
2025
Q1 | $68.8K | Sell |
5,200
-127,600
| -96% | -$27.7M | ﹤0.01% | 3417 |
|
|
2024
Q4 | $233K | Buy |
132,800
+97,400
| +275% | +$22.2M | ﹤0.01% | 3088 |
|
|
2024
Q3 | $78K | Buy |
35,400
+24,900
| +237% | +$5.33M | ﹤0.01% | 3352 |
|
|
2024
Q2 | $17.4K | Sell |
10,500
-14,200
| -57% | -$2.87M | ﹤0.01% | 3405 |
|
|
2024
Q1 | $16.7K | Sell |
24,700
-14,000
| -36% | -$2.79M | ﹤0.01% | 3367 |
|
|
2023
Q4 | $72.5K | Buy |
38,700
+37,756
| +4,000% | +$6.76M | ﹤0.01% | 3255 |
|
|
2023
Q3 | $308K | Buy |
944
+461
| +95% | +$86.5K | ﹤0.01% | 2576 |
|
|
2023
Q2 | $185K | Sell |
483
-19,517
| -98% | -$3.48M | ﹤0.01% | 2895 |
|
|
2023
Q1 | $200 | Buy |
20,000
+19,950
| +39,900% | +$3.67M | ﹤0.01% | 3359 |
|
|
2022
Q4 | $9.22K | Buy |
+50
| New | +$8.89K | ﹤0.01% | 3178 |
|
|
2022
Q3 | – | Sell |
-1,400
| Closed | -$8K | – | 3268 |
|
|
2022
Q2 | $8K | Buy |
+1,400
| New | +$258K | ﹤0.01% | 3084 |
|
|
2022
Q1 | – | Sell |
-53
| Closed | -$7K | – | 3538 |
|
|
2021
Q4 | $7K | Sell |
53
-50,847
| -100% | -$11.5M | ﹤0.01% | 3184 |
|
|
2021
Q3 | $67K | Buy |
50,900
+700
| +1% | +$155K | ﹤0.01% | 2904 |
|
|
2021
Q2 | $58K | Buy |
50,200
+49,897
| +16,468% | +$11.2M | ﹤0.01% | 2876 |
|
|
2021
Q1 | $283K | Sell |
303
-1,046
| -78% | -$228K | ﹤0.01% | 2345 |
|
|
2020
Q4 | $859K | Sell |
1,349
-18,551
| -93% | -$3.25M | ﹤0.01% | 1346 |
|
|
2020
Q3 | $69K | Sell |
19,900
-30,500
| -61% | -$4.59M | ﹤0.01% | 2278 |
|
|
2020
Q2 | $96K | Buy |
50,400
+30,400
| +152% | +$3.99M | ﹤0.01% | 2127 |
|
|
2020
Q1 | $78K | Sell |
20,000
-12,000
| -38% | -$1.79M | ﹤0.01% | 1964 |
|
|
2019
Q4 | $17K | Sell |
32,000
-10,000
| -24% | -$1.58M | ﹤0.01% | 2176 |
|
|
2019
Q3 | $88K | Buy |
42,000
+10,300
| +32% | +$1.57M | ﹤0.01% | 2181 |
|
|
2019
Q2 | $34K | Sell |
31,700
-27,300
| -46% | -$4.21M | ﹤0.01% | 2232 |
|
|
2019
Q1 | $40K | Sell |
59,000
-25,000
| -30% | -$3.76M | ﹤0.01% | 2131 |
|
|
2018
Q4 | $84K | Hold |
84,000
| – | – | ﹤0.01% | 1982 |
|
|
2018
Q3 | $84K | Buy |
84,000
+24,000
| +40% | +$4.05M | ﹤0.01% | 2082 |
|
|
2018
Q2 | $84K | Sell |
60,000
-366,400
| -86% | -$58.6M | ﹤0.01% | 2023 |
|
|
2018
Q1 | $1.45M | Buy |
+426,400
| New | +$65.9M | 0.01% | 929 |
|
|
2017
Q3 | – | Sell |
-104,000
| Closed | -$111K | – | 2296 |
|
|
2017
Q2 | $111K | Buy |
104,000
+102,200
| +5,678% | +$14.1M | ﹤0.01% | 1948 |
|
|
2017
Q1 | $2K | Sell |
1,800
-503,800
| -100% | -$68.8M | ﹤0.01% | 2061 |
|
|
2016
Q4 | $278K | Buy |
+505,600
| New | +$64.6M | ﹤0.01% | 1510 |
|
|
2016
Q2 | – | Sell |
-101,000
| Closed | -$8.12M | – | 1903 |
|
|
2016
Q1 | $8.12M | Buy |
+101,000
| New | +$10.5M | 0.03% | 240 |
|
|
2014
Q3 | – | Sell |
-777,200
| Closed | -$313K | – | 1603 |
|
|
2014
Q2 | $313K | Buy |
777,200
+654,600
| +534% | +$74.3M | 0.01% | 1233 |
|
|
2014
Q1 | $317K | Sell |
122,600
-27,400
| -18% | -$3.16M | 0.01% | 1147 |
|
|
2013
Q4 | $33K | Buy |
+150,000
| New | +$16.6M | ﹤0.01% | 1456 |
|
Other funds holding IWM
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.