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 Q3	$322K	Hold	1,160	–	–	0.12%	51
2026 Q2	$349K	Hold	1,160	–	–	0.13%	44
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Quarry Hill Advisors's IWM Position: Q3 2026 in Review

Quarry Hill Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,160 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #51.

Quarry Hill Advisors first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $349K in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Quarry Hill Advisors held 1,160 shares of iShares Russell 2000 ETF worth $322K as of Q3 2026.
Quarry Hill Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.12% of Quarry Hill Advisors's portfolio in Q3 2026, its #51 holding.
Quarry Hill Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
Quarry Hill Advisors's iShares Russell 2000 ETF position peaked at $349K in Q2 2026.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Quarry Hill Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.