Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Robertson Stephens Wealth 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
Q3 		$13.7M Sell
49,314
-7,498
-13% -$2.2M 0.33% 55
2026
Q2 		$17.1M Buy
56,812
+133
+0.2% +$37.4K 0.42% 43
2026
Q1 		$14.1M Buy
56,679
+10,380
+22% +$2.68M 0.39% 46
2025
Q4 		$11.4M Buy
46,299
+3,528
+8% +$867K 0.3% 64
2025
Q3 		$10.3M Buy
42,771
+7,161
+20% +$1.64M 0.31% 59
2025
Q2 		$7.68M Sell
35,610
-14,134
-28% -$2.84M 0.24% 77
2025
Q1 		$9.9M Buy
49,744
+2,670
+6% +$579K 0.34% 59
2024
Q4 		$10.4M Buy
47,074
+32,368
+220% +$7.38M 0.37% 58
2024
Q3 		$3.25M Buy
14,706
+1,818
+14% +$389K 0.12% 148
2024
Q2 		$2.61M Sell
12,888
-844
-6% -$171K 0.13% 125
2024
Q1 		$2.89M Sell
13,732
-8,255
-38% -$1.65M 0.15% 115
2023
Q4 		$4.41M Sell
21,987
-20,469
-48% -$3.67M 0.27% 64
2023
Q3 		$7.54M Sell
42,456
-1,931
-4% -$363K 0.51% 40
2023
Q2 		$8.31M Sell
44,387
-16,908
-28% -$3.01M 0.59% 32
2023
Q1 		$10.9M Sell
61,295
-49,058
-44% -$9.03M 0.84% 25
2022
Q4 		$19.2M Buy
110,353
+5,912
+6% +$1.05M 1.87% 9
2022
Q3 		$17.2M Buy
104,441
+4,590
+5% +$837K 1.8% 11
2022
Q2 		$16.9M Sell
99,851
-9,503
-9% -$1.75M 1.6% 12
2022
Q1 		$22.4M Buy
109,354
+55,291
+102% +$11.3M 1.89% 11
2021
Q4 		$12M Buy
54,063
+10,057
+23% +$2.27M 1.01% 19
2021
Q3 		$9.6M Buy
44,006
+6,466
+17% +$1.43M 1.09% 23
2021
Q2 		$8.61M Buy
37,540
+11,939
+47% +$2.68M 1.03% 21
2021
Q1 		$5.66M Buy
25,601
+17,015
+198% +$3.71M 0.9% 26
2020
Q4 		$1.68M Buy
8,586
+739
+9% +$129K 0.35% 57
2020
Q3 		$1.18M Buy
7,847
+399
+5% +$60K 0.29% 65
2020
Q2 		$1.07M Sell
7,448
-119
-2% -$15.6K 0.31% 64
2020
Q1 		$866K Sell
7,567
-178
-2% -$26.5K 0.3% 73
2019
Q4 		$1.28M Sell
7,745
-484
-6% -$76.5K 0.65% 33
2019
Q3 		$1.24M Hold
8,229
– – 0.63% 39
2019
Q2 		$1.28M Buy
8,229
+1
+0% +$154 1.25% 27
2019
Q1 		$1.26M Hold
8,228
– – 1.08% 27
2018
Q4 		$1.1M Buy
+8,228
New +$1.23M 1.1% 24

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Robertson Stephens Wealth Management's IWM Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q3 2026, selling an estimated $2.2M and leaving 49,314 shares worth $13.7M. The position accounts for 0.33% of the portfolio, ranked #55.

Robertson Stephens Wealth Management first reported a position in IWM in Q4 2018 and has held it in 32 quarters since. The position peaked at $22.4M in Q1 2022. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Robertson Stephens Wealth Management held 49,314 shares of iShares Russell 2000 ETF worth $13.7M as of Q3 2026.
  • Robertson Stephens Wealth Management sold 7,498 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.2M.
  • iShares Russell 2000 ETF made up 0.33% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 32 quarters since.
  • Robertson Stephens Wealth Management's iShares Russell 2000 ETF position peaked at $22.4M in Q1 2022.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.