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IEQ Capital’s iShares Russell 2000 ETF IWM Stock Holding History

IEQ Capital’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 		$14.4M Buy
57,924
+3,630
+7% +$936K 0.07% 278
2025
Q4 		$13.4M Buy
54,294
+1,357
+3% +$334K 0.04% 281
2025
Q3 		$12.8M Sell
52,937
-2,565
-5% -$589K 0.04% 270
2025
Q2 		$12M Sell
55,502
-43,409
-44% -$8.74M 0.07% 215
2025
Q1 		$19.7M Buy
98,911
+41,076
+71% +$8.91M 0.16% 94
2024
Q4 		$12.8M Buy
57,835
+3,597
+7% +$820K 0.12% 105
2024
Q3 		$12M Buy
54,238
+13,139
+32% +$2.81M 0.15% 102
2024
Q2 		$8.34M Buy
41,099
+8,544
+26% +$1.73M 0.11% 117
2024
Q1 		$6.85M Buy
32,555
+2,747
+9% +$548K 0.1% 138
2023
Q4 		$5.98M Sell
29,808
-2,998
-9% -$537K 0.1% 133
2023
Q3 		$5.8M Sell
32,806
-5,021
-13% -$943K 0.12% 116
2023
Q2 		$7.08M Buy
37,827
+7,004
+23% +$1.25M 0.14% 109
2023
Q1 		$5.5M Buy
30,823
+2,980
+11% +$549K 0.13% 115
2022
Q4 		$4.85M Sell
27,843
-29,966
-52% -$5.33M 0.14% 130
2022
Q3 		$9.53M Buy
57,809
+9,279
+19% +$1.69M 0.26% 65
2022
Q2 		$8.22M Buy
48,530
+28,814
+146% +$5.31M 0.25% 71
2022
Q1 		$4.05M Buy
19,716
+241
+1% +$49.2K 0.1% 129
2021
Q4 		$4.33M Sell
19,475
-435
-2% -$98.3K 0.1% 113
2021
Q3 		$4.36M Buy
19,910
+999
+5% +$221K 0.12% 112
2021
Q2 		$4.34M Sell
18,911
-112
-0.6% -$25.2K 0.13% 100
2021
Q1 		$4.2M Sell
19,023
-156,826
-89% -$34.2M 0.17% 87
2020
Q4 		$34.5M Buy
175,849
+148,262
+537% +$25.9M 1.53% 14
2020
Q3 		$4.13M Buy
27,587
+12,403
+82% +$1.87M 0.22% 70
2020
Q2 		$2.17M Sell
15,184
-6,801
-31% -$892K 0.14% 99
2020
Q1 		$2.52M Sell
21,985
-2,030
-8% -$303K 0.2% 75
2019
Q4 		$3.98M Buy
+24,015
New +$3.8M 0.35% 45

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IEQ Capital's IWM Position: Q1 2026 in Review

IEQ Capital increased its iShares Russell 2000 ETF (IWM) stake by 6.7% in Q1 2026, buying an estimated $936K and bringing the position to 57,924 shares worth $14.4M. The position accounts for 0.07% of the portfolio, ranked #278.

IEQ Capital first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $34.5M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • IEQ Capital held 57,924 shares of iShares Russell 2000 ETF worth $14.4M as of Q1 2026.
  • IEQ Capital bought 3,630 iShares Russell 2000 ETF shares in Q1 2026, an estimated $936K.
  • iShares Russell 2000 ETF made up 0.07% of IEQ Capital's portfolio in Q1 2026, its #278 holding.
  • IEQ Capital first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's iShares Russell 2000 ETF position peaked at $34.5M in Q4 2020.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.