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
2022 Q1	–	Sell	-4,100	Closed	-$801K	–	284
2021 Q4	$801K	Sell	4,100 -159,700	-97%	-$36.1M	0.09%	112
2021 Q3	$1.1M	Sell	163,800 -41,800	-20%	-$9.27M	0.14%	107
2021 Q2	$416K	Sell	205,600 -198,000	-49%	-$44.5M	0.05%	169
2021 Q1	$2.87M	Buy	403,600 +401,300	+17,448%	+$87.6M	0.28%	61
2020 Q4	$5K	Hold	2,300	–	–	﹤0.01%	245
2020 Q3	$15K	Sell	2,300 -207,100	-99%	-$31.2M	﹤0.01%	218
2020 Q2	$817K	Buy	209,400 +208,800	+34,800%	+$27.4M	0.08%	98
2020 Q1	$26K	Buy	+600	New	+$89.5K	﹤0.01%	177

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.