HPM
IWM icon

Hudson Portfolio Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hudson Portfolio Management’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 		$793K Sell
2,640
-25
-0.9% -$7.03K 0.6% 50
2026
Q1 		$661K Buy
2,665
+25
+0.9% +$6.45K 0.56% 61
2025
Q4 		$650K Sell
2,640
-91
-3% -$22.4K 0.56% 59
2025
Q3 		$661K Sell
2,731
-230
-8% -$52.8K 0.59% 55
2025
Q2 		$639K Sell
2,961
-67
-2% -$13.5K 0.6% 54
2025
Q1 		$604K Sell
3,028
-120
-4% -$26K 0.58% 56
2024
Q4 		$696K Buy
3,148
+531
+20% +$121K 0.68% 52
2024
Q3 		$578K Buy
+2,617
New +$560K 0.57% 62
2023
Q4 		$494K Sell
2,462
-18
-0.7% -$3.23K 0.54% 61
2023
Q3 		$438K Sell
2,480
-35
-1% -$6.57K 0.5% 62
2023
Q2 		$471K Buy
2,515
+83
+3% +$14.8K 0.51% 61
2023
Q1 		$434K Sell
2,432
-73
-3% -$13.4K 0.49% 64
2022
Q4 		$437K Sell
2,505
-255
-9% -$45.4K 0.48% 67
2022
Q3 		$455K Sell
2,760
-29
-1% -$5.29K 0.54% 61
2022
Q2 		$472K Sell
2,789
-51
-2% -$9.4K 0.49% 63
2022
Q1 		$583K Buy
2,840
+156
+6% +$31.8K 0.51% 62
2021
Q4 		$597K Sell
2,684
-120
-4% -$27.1K 0.53% 62
2021
Q3 		$613K Buy
2,804
+138
+5% +$30.6K 0.56% 63
2021
Q2 		$611K Buy
2,666
+840
+46% +$189K 0.56% 61
2021
Q1 		$403K Buy
+1,826
New +$399K 0.39% 72

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hudson Portfolio Management's IWM Position: Q2 2026 in Review

Hudson Portfolio Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.94% in Q2 2026, selling an estimated $7.03K and leaving 2,640 shares worth $793K. The position accounts for 0.6% of the portfolio, ranked #50.

Hudson Portfolio Management first reported a position in IWM in Q1 2021 and has held it in 20 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Hudson Portfolio Management held 2,640 shares of iShares Russell 2000 ETF worth $793K as of Q2 2026.
  • Hudson Portfolio Management sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
  • iShares Russell 2000 ETF made up 0.6% of Hudson Portfolio Management's portfolio in Q2 2026, its #50 holding.
  • Hudson Portfolio Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 20 quarters since.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.