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Keel Point’s iShares Russell 2000 ETF IWM Stock Holding History

Keel Point’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
2021
Q2 		– Sell
-13,100
Closed -$1.12M – 296
2021
Q1 		$1.12M Hold
13,100
– – 0.11% 120
2020
Q4 		$822K Hold
13,100
– – 0.07% 124
2020
Q3 		$300K Hold
13,100
– – 0.03% 172
2020
Q2 		$269K Buy
+13,100
New +$1.72M 0.03% 165

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

Keel Point's IWM Position: Q1 2026 in Review

Keel Point reduced its iShares Russell 2000 ETF (IWM) stake by 30% in Q1 2026, selling an estimated $657K and leaving 5,918 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #131.

Keel Point first reported a position in IWM in Q1 2015 and has held it in 45 quarters since. The position peaked at $81.6M in Q3 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Keel Point held 5,918 shares of iShares Russell 2000 ETF worth $1.47M as of Q1 2026.
  • Keel Point sold 2,547 iShares Russell 2000 ETF shares in Q1 2026, an estimated $657K.
  • iShares Russell 2000 ETF made up 0.1% of Keel Point's portfolio in Q1 2026, its #131 holding.
  • Keel Point first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 45 quarters since.
  • Keel Point's iShares Russell 2000 ETF position peaked at $81.6M in Q3 2020.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.