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Levin Capital Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Levin Capital Strategies’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
2022
Q3 		– Sell
-20,000
Closed -$3.39M – 263
2022
Q2 		$3.39M Buy
+20,000
New +$3.69M 0.4% 56

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Levin Capital Strategies's IWM Position: Q2 2026 in Review

Levin Capital Strategies held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,775 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #175.

Levin Capital Strategies first reported a position in IWM in Q3 2014 and has held it in 10 quarters since. The position peaked at $12.4M in Q3 2020. 1,951 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Levin Capital Strategies held 1,775 shares of iShares Russell 2000 ETF worth $533K as of Q2 2026.
  • Levin Capital Strategies left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Levin Capital Strategies's portfolio in Q2 2026, its #175 holding.
  • Levin Capital Strategies first reported a position in iShares Russell 2000 ETF in Q3 2014 and has held it in 10 quarters since.
  • Levin Capital Strategies's iShares Russell 2000 ETF position peaked at $12.4M in Q3 2020.
  • 1,951 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.