Jasper Ridge Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Jasper Ridge Partners’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	$16.7M	Sell	55,688 -3,405	-6%	-$957K	0.36%	23
2026 Q1	$14.7M	Hold	59,093	–	–	0.33%	23
2025 Q4	$14.5M	Sell	59,093 -13,618	-19%	-$3.35M	0.32%	22
2025 Q3	$17.6M	Hold	72,711	–	–	0.4%	24
2025 Q2	$15.7M	Hold	72,711	–	–	0.39%	23
2025 Q1	$14.5M	Hold	72,711	–	–	0.47%	23
2024 Q4	$16.1M	Sell	72,711 -30,024	-29%	-$6.85M	0.51%	24
2024 Q3	$22.7M	Hold	102,735	–	–	0.65%	20
2024 Q2	$20.8M	Buy	102,735 +47,047	+84%	+$9.51M	0.67%	20
2024 Q1	$11.7M	Hold	55,688	–	–	0.37%	30
2023 Q4	$11.2M	Hold	55,688	–	–	0.45%	24
2023 Q3	$9.84M	Hold	55,688	–	–	0.46%	25
2023 Q2	$10.4M	Hold	55,688	–	–	0.52%	26
2023 Q1	$9.93M	Hold	55,688	–	–	0.47%	24
2022 Q4	$9.71M	Hold	55,688	–	–	0.58%	22
2022 Q3	$9.18M	Hold	55,688	–	–	0.62%	24
2022 Q2	$9.43M	Hold	55,688	–	–	0.57%	27
2022 Q1	$11.4M	Hold	55,688	–	–	0.56%	28
2021 Q4	$12.4M	Hold	55,688	–	–	0.46%	28
2021 Q3	$12.2M	Hold	55,688	–	–	0.54%	30
2021 Q2	$12.8M	Hold	55,688	–	–	0.64%	28
2021 Q1	$12.3M	Hold	55,688	–	–	0.57%	22
2020 Q4	$10.9M	Hold	55,688	–	–	0.48%	26
2020 Q3	$8.34M	Hold	55,688	–	–	0.48%	30
2020 Q2	$7.97M	Sell	55,688 -18,350	-25%	-$2.41M	0.55%	23
2020 Q1	$8.47M	Buy	74,038 +18,350	+33%	+$2.74M	0.67%	18
2019 Q4	$9.23M	Hold	55,688	–	–	0.61%	18
2019 Q3	$8.43M	Hold	55,688	–	–	0.44%	20
2019 Q2	$8.66M	Hold	55,688	–	–	0.35%	17
2019 Q1	$8.53M	Hold	55,688	–	–	0.36%	18
2018 Q4	$7.46M	Hold	55,688	–	–	0.46%	16
2018 Q3	$9.39M	Hold	55,688	–	–	0.51%	18
2018 Q2	$9.12M	Hold	55,688	–	–	0.73%	16
2018 Q1	$8.46M	Hold	55,688	–	–	0.5%	15
2017 Q4	$8.49M	Hold	55,688	–	–	0.56%	15
2017 Q3	$8.25M	Hold	55,688	–	–	0.41%	24
2017 Q2	$7.85M	Hold	55,688	–	–	0.42%	25
2017 Q1	$7.66M	Hold	55,688	–	–	0.53%	25
2016 Q4	$7.51M	Hold	55,688	–	–	0.52%	26
2016 Q3	$6.92M	Hold	55,688	–	–	0.44%	25
2016 Q2	$6.4M	Hold	55,688	–	–	0.45%	26
2016 Q1	$6.16M	Hold	55,688	–	–	0.4%	26
2015 Q4	$6.27M	Hold	55,688	–	–	0.44%	26
2015 Q3	$6.08M	Hold	55,688	–	–	0.45%	22
2015 Q2	$6.95M	Sell	55,688 -772	-1%	-$96.4K	0.48%	21
2015 Q1	$7.02M	Sell	56,460 -214	-0.4%	-$25.8K	0.52%	22
2014 Q4	$6.78M	Hold	56,674	–	–	0.49%	24
2014 Q3	$6.2M	Hold	56,674	–	–	0.43%	26
2014 Q2	$6.73M	Sell	56,674 -79,668	-58%	-$9.05M	0.47%	26
2014 Q1	$15.9M	Hold	136,342	–	–	1.02%	20
2013 Q4	$15.7M	Buy	136,342 +47,260	+53%	+$5.22M	0.99%	21
2013 Q3	$9.5M	Sell	89,082 -15,190	-15%	-$1.57M	0.59%	25
2013 Q2	$10.1M	Buy	+104,272	New	+$9.96M	0.59%	24

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

Jasper Ridge Partners's IWM Position: Q2 2026 in Review

Jasper Ridge Partners reduced its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q2 2026, selling an estimated $957K and leaving 55,688 shares worth $16.7M. The position accounts for 0.36% of the portfolio, ranked #23.

Jasper Ridge Partners first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.7M in Q3 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Jasper Ridge Partners held 55,688 shares of iShares Russell 2000 ETF worth $16.7M as of Q2 2026.
Jasper Ridge Partners sold 3,405 iShares Russell 2000 ETF shares in Q2 2026, an estimated $957K.
iShares Russell 2000 ETF made up 0.36% of Jasper Ridge Partners's portfolio in Q2 2026, its #23 holding.
Jasper Ridge Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
Jasper Ridge Partners's iShares Russell 2000 ETF position peaked at $22.7M in Q3 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Jasper Ridge Partners's 13F filing for Q2 2026, filed 13 Aug 2026.