Latigo Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Latigo Investments’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	$12.5M	Hold	50,522	–	–	6.24%	7
2025 Q4	$12.4M	Hold	50,522	–	–	6.12%	7
2025 Q3	$12.2M	Hold	50,522	–	–	6.16%	7
2025 Q2	$10.9M	Hold	50,522	–	–	5.61%	7
2025 Q1	$10.1M	Hold	50,522	–	–	5.37%	7
2024 Q4	$11.2M	Hold	50,522	–	–	5.68%	7
2024 Q3	$11.2M	Buy	50,522 +9,030	+22%	+$1.93M	5.45%	7
2024 Q2	$8.42M	Hold	41,492	–	–	4.31%	10
2024 Q1	$8.73M	Hold	41,492	–	–	4.47%	10
2023 Q4	$8.33M	Hold	41,492	–	–	4.6%	9
2023 Q3	$7.33M	Hold	41,492	–	–	4.46%	9
2023 Q2	$7.77M	Hold	41,492	–	–	4.77%	9
2023 Q1	$7.4M	Hold	41,492	–	–	5.32%	7
2022 Q4	$7.23M	Hold	41,492	–	–	5.52%	7
2022 Q3	$6.84M	Hold	41,492	–	–	5.76%	7
2022 Q2	$7.03M	Hold	41,492	–	–	5.83%	7
2022 Q1	$8.52M	Hold	41,492	–	–	5.92%	7
2021 Q4	$9.23M	Buy	+41,492	New	+$9.38M	6.16%	6

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

Latigo Investments's IWM Position: Q1 2026 in Review

Latigo Investments held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 50,522 shares worth $12.5M. The position accounts for 6.24% of the portfolio, ranked #7.

Latigo Investments first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Latigo Investments held 50,522 shares of iShares Russell 2000 ETF worth $12.5M as of Q1 2026.
Latigo Investments left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 6.24% of Latigo Investments's portfolio in Q1 2026, its #7 holding.
Latigo Investments first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Latigo Investments's 13F filing for Q1 2026, filed 7 May 2026.