HSBC Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

HSBC Holdings’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
2024 Q2	–	Sell	-150,000	Closed	-$31.5M	–	3058
2024 Q1	$31.5M	Buy	+150,000	New	+$29.9M	0.02%	575
2021 Q1	–	Sell	-49,500	Closed	-$9.71M	–	2936
2020 Q4	$9.71M	Buy	+49,500	New	+$8.66M	0.01%	795
2019 Q3	–	Sell	-150,000	Closed	-$23.3M	–	3103
2019 Q2	$23.3M	Buy	+150,000	New	+$23.1M	0.04%	430
2019 Q1	–	Sell	-400,000	Closed	-$53.6M	–	2807
2018 Q4	$53.6M	Buy	400,000 +200,000	+100%	+$29.8M	0.1%	201
2018 Q3	$33.7M	Sell	200,000 -125,800	-39%	-$21.2M	0.05%	369
2018 Q2	$53.4M	Sell	325,800 -145,000	-31%	-$23.2M	0.09%	190
2018 Q1	$71.5M	Buy	+470,800	New	+$72.7M	0.11%	166
2017 Q4	–	Sell	-1,093,300	Closed	-$162M	–	2217
2017 Q3	$162M	Buy	1,093,300 +592,500	+118%	+$83.4M	0.26%	70
2017 Q2	$70.6M	Buy	500,800 +75,800	+18%	+$10.5M	0.13%	143
2017 Q1	$58.4M	Sell	425,000 -155,500	-27%	-$21.2M	0.12%	155
2016 Q4	$78.3M	Buy	580,500 +281,400	+94%	+$36M	0.18%	114
2016 Q3	$37.2M	Buy	299,100 +247,100	+475%	+$30M	0.09%	242
2016 Q2	$5.98M	Sell	52,000 -230,300	-82%	-$26M	0.02%	846
2016 Q1	$31.2M	Buy	282,300 +164,100	+139%	+$17M	0.09%	268
2015 Q4	$13.3M	Sell	118,200 -33,900	-22%	-$3.91M	0.03%	579
2015 Q3	$16.6M	Buy	+152,100	New	+$18M	0.04%	449
2015 Q2	–	Sell	-94,800	Closed	-$11.8M	–	2176
2015 Q1	$11.8M	Sell	94,800 -25,200	-21%	-$3.04M	0.02%	621
2014 Q4	$14.4M	Sell	120,000 -50,000	-29%	-$5.72M	0.03%	548
2014 Q3	$18.6M	Sell	170,000 -30,000	-15%	-$3.43M	0.04%	455
2014 Q2	$23.8M	Buy	200,000 +150,000	+300%	+$17M	0.05%	369
2014 Q1	$5.82M	Buy	+50,000	New	+$5.77M	0.01%	751
2013 Q4	–	Sell	-1,900	Closed	-$203K	–	1708
2013 Q3	$203K	Buy	+1,900	New	+$197K	﹤0.01%	1585

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

HSBC Holdings's IWM Position: Q2 2026 in Review

HSBC Holdings increased its iShares Russell 2000 ETF (IWM) stake by 29% in Q2 2026, buying an estimated $24.1M and bringing the position to 377,742 shares worth $113M. The position accounts for 0.05% of the portfolio, ranked #351.

HSBC Holdings first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $612M in Q4 2017. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

HSBC Holdings held 377,742 shares of iShares Russell 2000 ETF worth $113M as of Q2 2026.
HSBC Holdings bought 85,777 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24.1M.
iShares Russell 2000 ETF made up 0.05% of HSBC Holdings's portfolio in Q2 2026, its #351 holding.
HSBC Holdings first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
HSBC Holdings's iShares Russell 2000 ETF position peaked at $612M in Q4 2017.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.