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
2021
Q1 		– Sell
-5,320
Closed -$277K – 427
2020
Q4 		$277K Sell
5,320
-1,036
-16% -$181K 0.01% 379
2020
Q3 		$601K Buy
+6,356
New +$956K 0.02% 309

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

Kovitz Investment Group Partners's IWM Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares Russell 2000 ETF (IWM) stake by 48% in Q2 2026, selling an estimated $707K and leaving 2,696 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #336.

Kovitz Investment Group Partners first reported a position in IWM in Q2 2016 and has held it in 41 quarters since. The position peaked at $55.2M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Kovitz Investment Group Partners held 2,696 shares of iShares Russell 2000 ETF worth $810K as of Q2 2026.
  • Kovitz Investment Group Partners sold 2,516 iShares Russell 2000 ETF shares in Q2 2026, an estimated $707K.
  • iShares Russell 2000 ETF made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #336 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's iShares Russell 2000 ETF position peaked at $55.2M in Q4 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.