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K.J. Harrison & Partners’s iShares Russell 2000 ETF IWM Stock Holding History

K.J. Harrison & 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
Q1 		$2.25M Sell
9,058
-13,340
-60% -$3.44M 0.37% 69
2025
Q4 		$5.51M Sell
22,398
-60
-0.3% -$14.8K 0.73% 36
2025
Q3 		$5.48M Buy
22,458
+13,000
+137% +$2.98M 0.78% 39
2025
Q2 		$2.04M Hold
9,458
– – 0.34% 84
2025
Q1 		$1.89M Sell
9,458
-17,200
-65% -$3.73M 0.37% 79
2024
Q4 		$5.9M Buy
26,658
+9,000
+51% +$2.05M 0.92% 29
2024
Q3 		$3.92M Hold
17,658
– – 0.59% 44
2024
Q2 		$3.58M Hold
17,658
– – 0.59% 49
2024
Q1 		$3.71M Buy
17,658
+8,200
+87% +$1.64M 0.57% 50
2023
Q4 		$1.9M Buy
+9,458
New +$1.69M 0.32% 85
2023
Q3 		– Sell
-8,958
Closed -$1.67M – 158
2023
Q2 		$1.67M Sell
8,958
-500
-5% -$89.1K 0.3% 96
2023
Q1 		$1.6M Buy
9,458
+500
+6% +$92.1K 0.32% 95
2022
Q4 		$2.12M Buy
8,958
+5,858
+189% +$1.04M 0.41% 83
2022
Q3 		$594K Buy
+3,100
New +$565K 0.21% 101
2022
Q1 		– Sell
-4,200
Closed -$936K – 353
2021
Q4 		$936K Buy
4,200
+1,100
+35% +$249K 0.13% 166
2021
Q3 		$682K Sell
3,100
-46,300
-94% -$10.3M 0.1% 181
2021
Q2 		$11.3K Sell
49,400
-8,340
-14% -$1.88M 1.19% 10
2021
Q1 		$12.8M Sell
57,740
-5,360
-8% -$1.17M 1.97% 9
2020
Q4 		$12.4M Buy
+63,100
New +$11M 2.01% 7

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

K.J. Harrison & Partners's IWM Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its iShares Russell 2000 ETF (IWM) stake by 60% in Q1 2026, selling an estimated $3.44M and leaving 9,058 shares worth $2.25M. The position accounts for 0.37% of the portfolio, ranked #69.

K.J. Harrison & Partners first reported a position in IWM in Q4 2020 and has held it in 19 quarters since. The position peaked at $12.8M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • K.J. Harrison & Partners held 9,058 shares of iShares Russell 2000 ETF worth $2.25M as of Q1 2026.
  • K.J. Harrison & Partners sold 13,340 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.44M.
  • iShares Russell 2000 ETF made up 0.37% of K.J. Harrison & Partners's portfolio in Q1 2026, its #69 holding.
  • K.J. Harrison & Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 19 quarters since.
  • K.J. Harrison & Partners's iShares Russell 2000 ETF position peaked at $12.8M in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.