Sarasin & Partners
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Sarasin & Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Sarasin & Partners’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
Q3 		$5.26M Buy
18,933
+1,360
+8% +$399K 0.06% 61
2026
Q2 		$5.28M Buy
+17,573
New +$4.94M 0.06% 55

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Sarasin & Partners's IWM Position: Q3 2026 in Review

Sarasin & Partners increased its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q3 2026, buying an estimated $399K and bringing the position to 18,933 shares worth $5.26M. The position accounts for 0.06% of the portfolio, ranked #61.

Sarasin & Partners first reported a position in IWM in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.28M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Sarasin & Partners held 18,933 shares of iShares Russell 2000 ETF worth $5.26M as of Q3 2026.
  • Sarasin & Partners bought 1,360 iShares Russell 2000 ETF shares in Q3 2026, an estimated $399K.
  • iShares Russell 2000 ETF made up 0.06% of Sarasin & Partners's portfolio in Q3 2026, its #61 holding.
  • Sarasin & Partners first reported a position in iShares Russell 2000 ETF in Q2 2026 and has held it in 2 quarters since.
  • Sarasin & Partners's iShares Russell 2000 ETF position peaked at $5.28M in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Sarasin & Partners's 13F filing for Q3 2026, filed 13 Oct 2026.