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 $1.37T 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.