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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 $1.55T 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

Keel Point's IWM Position: Q2 2026 in Review

Keel Point reduced its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q2 2026, selling an estimated $95.3K and leaving 5,579 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #126.

Keel Point first reported a position in IWM in Q1 2015 and has held it in 46 quarters since. The position peaked at $81.6M in Q3 2020. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Keel Point held 5,579 shares of iShares Russell 2000 ETF worth $1.68M as of Q2 2026.
  • Keel Point sold 339 iShares Russell 2000 ETF shares in Q2 2026, an estimated $95.3K.
  • iShares Russell 2000 ETF made up 0.1% of Keel Point's portfolio in Q2 2026, its #126 holding.
  • Keel Point first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 46 quarters since.
  • Keel Point's iShares Russell 2000 ETF position peaked at $81.6M in Q3 2020.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.