Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Kovitz Investment Group 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 		$1.29M Sell
5,212
-928
-15% -$239K 0.03% 287
2025
Q4 		$1.51M Sell
6,140
-198,668
-97% -$48.8M 0.03% 269
2025
Q3 		$49.6M Sell
204,808
-4,793
-2% -$1.1M 0.19% 110
2025
Q2 		$45.2M Sell
209,601
-30,981
-13% -$6.23M 0.19% 106
2025
Q1 		$48M Sell
240,582
-9,309
-4% -$2.02M 0.24% 97
2024
Q4 		$55.2M Buy
249,891
+1,412
+0.6% +$322K 0.27% 83
2024
Q3 		$41.8M Buy
248,479
+70,867
+40% +$15.2M 0.3% 74
2024
Q2 		$36M Buy
177,612
+71,755
+68% +$14.5M 0.31% 56
2024
Q1 		$22.3M Buy
105,857
+104,035
+5,710% +$20.8M 0.28% 54
2023
Q4 		$366K Buy
1,822
+1
+0.1% +$179 0.01% 349
2023
Q3 		$322K Buy
1,821
+65
+4% +$12.2K 0.01% 353
2023
Q2 		$329K Sell
1,756
-44
-2% -$7.84K ﹤0.01% 365
2023
Q1 		$321K Buy
1,800
+42
+2% +$7.73K 0.01% 366
2022
Q4 		$307K Sell
1,758
-41
-2% -$7.29K 0.01% 357
2022
Q3 		$297K Buy
1,799
+55
+3% +$10K 0.01% 358
2022
Q2 		$295K Hold
1,744
– – 0.01% 369
2022
Q1 		$358K Sell
1,744
-237
-12% -$48.3K 0.01% 366
2021
Q4 		$388K Buy
1,981
+144
+8% +$32.5K 0.01% 352
2021
Q3 		$402K Sell
1,837
-886
-33% -$196K 0.01% 371
2021
Q2 		$625K Buy
2,723
+735
+37% +$165K 0.01% 345
2021
Q1 		$439K Buy
1,988
+7
+0.4% +$1.53K 0.01% 347
2020
Q4 		$388K Buy
1,981
+186
+10% +$32.5K 0.01% 353
2020
Q3 		$269K Hold
1,795
– – 0.01% 366
2020
Q2 		$257K Hold
1,795
– – 0.01% 349
2020
Q1 		$205K Sell
1,795
-138
-7% -$20.6K 0.01% 351
2019
Q4 		$320K Sell
1,933
-110
-5% -$17.4K 0.01% 339
2019
Q3 		$309K Sell
2,043
-235
-10% -$35.9K 0.01% 336
2019
Q2 		$354K Hold
2,278
– – 0.01% 323
2019
Q1 		$349K Buy
2,278
+290
+15% +$43.6K 0.01% 329
2018
Q4 		$266K Sell
1,988
-100
-5% -$14.9K 0.01% 240
2018
Q3 		$352K Hold
2,088
– – 0.02% 125
2018
Q2 		$342K Sell
2,088
-115
-5% -$18.4K 0.02% 125
2018
Q1 		$334K Sell
2,203
-2,237
-50% -$345K 0.02% 124
2017
Q4 		$677 Buy
4,440
+308
+7% +$46.3K 0.03% 104
2017
Q3 		$612K Sell
4,132
-3,729
-47% -$525K 0.03% 110
2017
Q2 		$1.11M Sell
7,861
-8,346
-51% -$1.16M 0.06% 86
2017
Q1 		$2.23M Buy
16,207
+14,275
+739% +$1.95M 0.12% 59
2016
Q4 		$261K Sell
1,932
-100
-5% -$12.8K 0.02% 106
2016
Q3 		$252K Buy
2,032
+44
+2% +$5.35K 0.02% 117
2016
Q2 		$229K Buy
+1,988
New +$224K 0.02% 119

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

Kovitz Investment Group Partners's IWM Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2026, selling an estimated $239K and leaving 5,212 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #287.

Kovitz Investment Group Partners first reported a position in IWM in Q2 2016 and has held it in 40 quarters since. The position peaked at $55.2M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Kovitz Investment Group Partners held 5,212 shares of iShares Russell 2000 ETF worth $1.29M as of Q1 2026.
  • Kovitz Investment Group Partners sold 928 iShares Russell 2000 ETF shares in Q1 2026, an estimated $239K.
  • iShares Russell 2000 ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #287 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 40 quarters since.
  • Kovitz Investment Group Partners's iShares Russell 2000 ETF position peaked at $55.2M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.