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Salomon & Ludwin’s iShares Russell 2000 ETF IWM Stock Holding History

Salomon & Ludwin’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 		$17.9M Sell
71,366
-624
-0.9% -$161K 1.6% 17
2025
Q4 		$18.2M Sell
71,990
-267
-0.4% -$65.6K 1.61% 19
2025
Q3 		$17.8M Buy
72,257
+3,147
+5% +$722K 1.6% 20
2025
Q2 		$15.3M Buy
69,110
+1,328
+2% +$267K 1.51% 20
2025
Q1 		$13.5M Buy
67,782
+2,339
+4% +$507K 1.44% 22
2024
Q4 		$14.5M Sell
65,443
-3,756
-5% -$856K 1.53% 21
2024
Q3 		$15.3M Sell
69,199
-5,417
-7% -$1.16M 1.56% 20
2024
Q2 		$15.1M Sell
74,616
-27,548
-27% -$5.57M 1.69% 18
2024
Q1 		$21.6M Sell
102,164
-1,822
-2% -$363K 1.86% 15
2023
Q4 		$18.4M Hold
103,986
– – 1.92% 17
2023
Q3 		$18.4M Buy
103,986
+1,318
+1% +$247K 1.92% 17
2023
Q2 		$19.2M Buy
102,668
+4,001
+4% +$713K 2.05% 15
2023
Q1 		$17.6M Buy
98,667
+2,956
+3% +$544K 2.1% 14
2022
Q4 		$16.7M Sell
95,711
-1,385
-1% -$246K 2.12% 15
2022
Q3 		$16M Buy
97,096
+7,590
+8% +$1.38M 2.4% 13
2022
Q2 		$15.2M Buy
89,506
+7,145
+9% +$1.32M 2.34% 13
2022
Q1 		$16.9M Sell
82,361
-741
-0.9% -$151K 2.45% 12
2021
Q4 		$18.5M Buy
83,102
+1,640
+2% +$371K 2.62% 12
2021
Q3 		$17.8M Buy
81,462
+2,151
+3% +$477K 2.77% 12
2021
Q2 		$18.2M Buy
79,311
+3,158
+4% +$710K 2.85% 11
2021
Q1 		$16.8M Sell
76,153
-3,628
-5% -$792K 2.85% 11
2020
Q4 		$15.6M Sell
79,781
-6,302
-7% -$1.1M 2.9% 10
2020
Q3 		$12.9M Sell
86,083
-6,601
-7% -$993K 2.68% 11
2020
Q2 		$13.3M Buy
92,684
+138
+0.1% +$18.1K 2.86% 11
2020
Q1 		$10.6M Buy
92,546
+2,428
+3% +$362K 2.73% 13
2019
Q4 		$14.9M Sell
90,118
-2,892
-3% -$457K 2.96% 13
2019
Q3 		$14.1M Buy
93,010
+3,626
+4% +$554K 2.85% 13
2019
Q2 		$13.9M Sell
89,384
-331
-0.4% -$51K 2.81% 13
2019
Q1 		$13.7M Sell
89,715
-3,858
-4% -$580K 2.83% 13
2018
Q4 		$12.5M Buy
+93,573
New +$14M 2.89% 13

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Salomon & Ludwin's IWM Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Russell 2000 ETF (IWM) stake by 0.87% in Q1 2026, selling an estimated $161K and leaving 71,366 shares worth $17.9M. The position accounts for 1.6% of the portfolio, ranked #17.

Salomon & Ludwin first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.6M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Salomon & Ludwin held 71,366 shares of iShares Russell 2000 ETF worth $17.9M as of Q1 2026.
  • Salomon & Ludwin sold 624 iShares Russell 2000 ETF shares in Q1 2026, an estimated $161K.
  • iShares Russell 2000 ETF made up 1.6% of Salomon & Ludwin's portfolio in Q1 2026, its #17 holding.
  • Salomon & Ludwin first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's iShares Russell 2000 ETF position peaked at $21.6M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.