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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
2019
Q1 		– Sell
-100
Closed -$13K – 252
2018
Q4 		$13K Buy
+100
New +$14.9K ﹤0.01% 139

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

Salomon & Ludwin's IWM Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Russell 2000 ETF (IWM) stake by 0.96% in Q2 2026, selling an estimated $192K and leaving 70,681 shares worth $21.2M. The position accounts for 1.75% of the portfolio, ranked #16.

Salomon & Ludwin first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.6M in Q1 2024. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Salomon & Ludwin held 70,681 shares of iShares Russell 2000 ETF worth $21.2M as of Q2 2026.
  • Salomon & Ludwin sold 685 iShares Russell 2000 ETF shares in Q2 2026, an estimated $192K.
  • iShares Russell 2000 ETF made up 1.75% of Salomon & Ludwin's portfolio in Q2 2026, its #16 holding.
  • Salomon & Ludwin first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's iShares Russell 2000 ETF position peaked at $21.6M in Q1 2024.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.