RAM
IWM icon

Riggs Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Riggs Asset Management’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
Q2 		$8.17M Buy
+27,177
New +$7.64M 1.46% 23
2025
Q3 		– Sell
-873
Closed -$188K – 469
2025
Q2 		$188K Sell
873
-24,238
-97% -$4.88M 0.05% 104
2025
Q1 		$5.01M Sell
25,111
-25,653
-51% -$5.56M 1.43% 24
2024
Q4 		$11.2M Buy
50,764
+42,544
+518% +$9.7M 2.99% 7
2024
Q3 		$1.82M Buy
8,220
+5,700
+226% +$1.22M 0.5% 57
2024
Q2 		$511K Sell
2,520
-21,640
-90% -$4.37M 0.15% 69
2024
Q1 		$5.08M Buy
24,160
+20,713
+601% +$4.13M 1.48% 29
2023
Q4 		$692K Buy
+3,447
New +$618K 0.22% 69
2023
Q2 		– Sell
-1,232
Closed -$220K – 395
2023
Q1 		$220K Buy
1,232
+326
+36% +$60K 0.09% 89
2022
Q4 		$158K Buy
906
+894
+7,450% +$159K 0.07% 93
2022
Q3 		$2K Sell
12
-10
-45% -$1.82K ﹤0.01% 284
2022
Q2 		$4K Hold
22
– – ﹤0.01% 247
2022
Q1 		$5K Sell
22
-23,825
-100% -$4.86M ﹤0.01% 263
2021
Q4 		$5.3M Buy
23,847
+1,521
+7% +$344K 1.44% 32
2021
Q3 		$4.88M Sell
22,326
-15,685
-41% -$3.48M 1.47% 29
2021
Q2 		$8.72M Buy
38,011
+2,557
+7% +$575K 2.43% 11
2021
Q1 		$7.83M Buy
35,454
+213
+0.6% +$46.5K 2.37% 12
2020
Q4 		$6.91M Buy
+35,241
New +$6.17M 2.12% 18

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Riggs Asset Management's IWM Position: Q2 2026 in Review

Riggs Asset Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 27,177 shares worth $8.17M. The stake represents 1.46% of the portfolio and ranks #23 among its holdings. This is a return to the name: Riggs Asset Management previously reported a position in IWM as recently as Q2 2025.

Riggs Asset Management first reported a position in IWM in Q4 2020 and has held it in 18 quarters since. The position peaked at $11.2M in Q4 2024. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Riggs Asset Management held 27,177 shares of iShares Russell 2000 ETF worth $8.17M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Riggs Asset Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 1.46% of Riggs Asset Management's portfolio in Q2 2026, its #23 holding.
  • Riggs Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 18 quarters since.
  • Riggs Asset Management's iShares Russell 2000 ETF position peaked at $11.2M in Q4 2024.
  • 2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Riggs Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.