Klingenstein Fields & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Klingenstein Fields & Co’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	$415K	Buy	1,673 +54	+3%	+$13.9K	0.02%	137
2025 Q4	$399K	Hold	1,619	–	–	0.01%	136
2025 Q3	$392K	Buy	+1,619	New	+$371K	0.01%	135
2023 Q1	–	Sell	-1,235	Closed	-$215K	–	174
2022 Q4	$215K	Sell	1,235 -298	-19%	-$53K	0.01%	169
2022 Q3	$253K	Buy	1,533 +283	+23%	+$51.6K	0.01%	149
2022 Q2	$212K	Hold	1,250	–	–	0.01%	166
2022 Q1	$257K	Hold	1,250	–	–	0.01%	163
2021 Q4	$278K	Hold	1,250	–	–	0.01%	161
2021 Q3	$273K	Hold	1,250	–	–	0.01%	169
2021 Q2	$287K	Hold	1,250	–	–	0.01%	166
2021 Q1	$276K	Hold	1,250	–	–	0.01%	159
2020 Q4	$245K	Sell	1,250 -178	-12%	-$31.1K	0.01%	164
2020 Q3	$214K	Buy	+1,428	New	+$215K	0.01%	169
2020 Q1	–	Sell	-1,812	Closed	-$300K	–	182
2019 Q4	$300K	Buy	+1,812	New	+$286K	0.02%	162
2015 Q4	–	Sell	-1,926	Closed	-$210K	–	227
2015 Q3	$210K	Buy	1,926 +4	+0.2%	+$474	0.01%	214
2015 Q2	$240K	Buy	1,922 +122	+7%	+$15.2K	0.01%	223
2015 Q1	$224K	Buy	+1,800	New	+$217K	0.01%	227

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

Klingenstein Fields & Co's IWM Position: Q1 2026 in Review

Klingenstein Fields & Co increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,673 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #137.

Klingenstein Fields & Co first reported a position in IWM in Q1 2015 and has held it in 17 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Klingenstein Fields & Co held 1,673 shares of iShares Russell 2000 ETF worth $415K as of Q1 2026.
Klingenstein Fields & Co bought 54 iShares Russell 2000 ETF shares in Q1 2026, an estimated $13.9K.
iShares Russell 2000 ETF made up 0.02% of Klingenstein Fields & Co's portfolio in Q1 2026, its #137 holding.
Klingenstein Fields & Co first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 17 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.