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Rogco LP’s iShares Russell 2000 ETF IWM Stock Holding History

Rogco LP’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 		$24.9K Buy
+83
New +$23.3K 0.01% 163
2023
Q4 		– Sell
-153
Closed -$27K – 262
2023
Q3 		$27K Buy
+153
New +$28.7K 0.01% 160

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

Rogco LP's IWM Position: Q2 2026 in Review

Rogco LP opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 83 shares worth $24.9K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Rogco LP previously reported a position in IWM as recently as Q3 2023.

Rogco LP first reported a position in IWM in Q3 2023 and has held it in 2 quarters since. The position peaked at $27K in Q3 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Rogco LP held 83 shares of iShares Russell 2000 ETF worth $24.9K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Rogco LP position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Rogco LP's portfolio in Q2 2026, its #163 holding.
  • Rogco LP first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 2 quarters since.
  • Rogco LP's iShares Russell 2000 ETF position peaked at $27K in Q3 2023.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.