Quarry Hill Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Quarry Hill Advisors’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	$320K	Sell	1,160 -83	-7%	-$21.4K	0.13%	43
2025 Q4	$306K	Hold	1,243	–	–	0.14%	43
2025 Q3	$301K	Buy	1,243 +83	+7%	+$19K	0.15%	43
2025 Q2	$250K	Hold	1,160	–	–	0.15%	45
2025 Q1	$231K	Hold	1,160	–	–	0.15%	44
2024 Q4	$256K	Hold	1,160	–	–	0.17%	43
2024 Q3	$256K	Hold	1,160	–	–	0.17%	42
2024 Q2	$235K	Hold	1,160	–	–	0.16%	42
2024 Q1	$244K	Hold	1,160	–	–	0.18%	45
2023 Q4	$233K	Hold	1,160	–	–	0.19%	41
2023 Q3	$205K	Hold	1,160	–	–	0.19%	40
2023 Q2	$217K	Hold	1,160	–	–	0.2%	38
2023 Q1	$207K	Hold	1,160	–	–	0.19%	37
2022 Q4	$202K	Buy	+1,160	New	+$206K	0.2%	39

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

Quarry Hill Advisors's IWM Position: Q1 2026 in Review

Quarry Hill Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 6.7% in Q1 2026, selling an estimated $21.4K and leaving 1,160 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #43.

Quarry Hill Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Quarry Hill Advisors held 1,160 shares of iShares Russell 2000 ETF worth $320K as of Q1 2026.
Quarry Hill Advisors sold 83 iShares Russell 2000 ETF shares in Q1 2026, an estimated $21.4K.
iShares Russell 2000 ETF made up 0.13% of Quarry Hill Advisors's portfolio in Q1 2026, its #43 holding.
Quarry Hill Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Quarry Hill Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.