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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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. 526 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.
526 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.