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IPG Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

IPG Investment 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
2026
Q2 		$1.94M Buy
6,461
+477
+8% +$134K 0.28% 81
2026
Q1 		$1.48M Hold
5,984
– – 0.25% 91
2025
Q4 		$1.47M Sell
5,984
-124
-2% -$30.5K 0.26% 89
2025
Q3 		$1.48M Sell
6,108
-4,444
-42% -$1.02M 0.26% 84
2025
Q2 		$2.28M Buy
10,552
+3,359
+47% +$676K 0.44% 46
2025
Q1 		$1.43M Sell
7,193
-3,557
-33% -$772K 0.32% 53
2024
Q4 		$2.38M Buy
10,750
+1,071
+11% +$244K 0.54% 40
2024
Q3 		$2.14M Buy
9,679
+8,629
+822% +$1.85M 0.47% 44
2024
Q2 		$213K Sell
1,050
-6,725
-86% -$1.36M 0.05% 155
2024
Q1 		$1.64M Sell
7,775
-6,900
-47% -$1.38M 0.36% 52
2023
Q4 		$2.95M Buy
14,675
+11,000
+299% +$1.97M 0.59% 43
2023
Q3 		$650K Buy
+3,675
New +$690K 0.14% 94
2022
Q2 		– Sell
-1,030
Closed -$211K – 179
2022
Q1 		$211K Sell
1,030
-5,773
-85% -$1.18M 0.04% 148
2021
Q4 		$1.51M Buy
+6,803
New +$1.54M 0.27% 59
2021
Q2 		– Sell
-1,680
Closed -$371K – 183
2021
Q1 		$371K Buy
+1,680
New +$367K 0.07% 133
2018
Q1 		– Sell
-1,871
Closed -$285K – 157
2017
Q4 		$285K Sell
1,871
-424
-18% -$63.7K 0.12% 102
2017
Q3 		$340K Buy
+2,295
New +$323K 0.12% 91
2017
Q2 		– Sell
-4,255
Closed -$585K – 151
2017
Q1 		$585K Buy
+4,255
New +$581K 0.26% 56

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

IPG Investment Advisors's IWM Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 8% in Q2 2026, buying an estimated $134K and bringing the position to 6,461 shares worth $1.94M. The position accounts for 0.28% of the portfolio, ranked #81.

IPG Investment Advisors first reported a position in IWM in Q1 2017 and has held it in 18 quarters since. The position peaked at $2.95M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • IPG Investment Advisors held 6,461 shares of iShares Russell 2000 ETF worth $1.94M as of Q2 2026.
  • IPG Investment Advisors bought 477 iShares Russell 2000 ETF shares in Q2 2026, an estimated $134K.
  • iShares Russell 2000 ETF made up 0.28% of IPG Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • IPG Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 18 quarters since.
  • IPG Investment Advisors's iShares Russell 2000 ETF position peaked at $2.95M in Q4 2023.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.