Sanders Morris Harris’s iShares Russell 2000 ETF IWM Stock Holding History

Sanders Morris Harris’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	–	Sell	-12,000	Closed	-$1.74M	–	172
2026 Q1	$1.74M	Buy	+12,000	New	+$3.1M	0.28%	83
2017 Q2	–	Sell	-15,504	Closed	-$2.13M	–	141
2017 Q1	$2.13M	Buy	15,504 +187	+1%	+$25.5K	0.78%	34
2016 Q4	$186K	Buy	15,317 +610	+4%	+$78K	0.09%	107
2016 Q3	$1.83M	Buy	14,707 +3,536	+32%	+$430K	0.55%	42
2016 Q2	$1.28M	Sell	11,171 -1,117	-9%	-$126K	0.3%	78
2016 Q1	$1.36M	Buy	+12,288	New	+$1.27M	0.23%	97

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Morris Harris's IWM Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 12,000 shares — an estimated $1.74M sold.

Sanders Morris Harris first reported a position in IWM in Q1 2016 and held it in 6 quarters. The position peaked at $2.13M in Q1 2017. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 12,000 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.74M.
Sanders Morris Harris first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 6 quarters.
Sanders Morris Harris's iShares Russell 2000 ETF position peaked at $2.13M in Q1 2017.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.