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Savant Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Savant Capital’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 		$44.9M Sell
181,049
-3,925
-2% -$1.01M 0.22% 71
2025
Q4 		$45.5M Sell
184,974
-2,943
-2% -$724K 0.26% 57
2025
Q3 		$45.5M Sell
187,917
-1,213
-0.6% -$278K 0.28% 62
2025
Q2 		$40.8M Sell
189,130
-11,265
-6% -$2.27M 0.29% 53
2025
Q1 		$40M Sell
200,395
-4,889
-2% -$1.06M 0.34% 46
2024
Q4 		$45.4M Sell
205,284
-3,223
-2% -$735K 0.36% 48
2024
Q3 		$46.1M Sell
208,507
-5,762
-3% -$1.23M 0.38% 47
2024
Q2 		$43.5M Sell
214,269
-918
-0.4% -$186K 0.44% 42
2024
Q1 		$45.3M Sell
215,187
-3,514
-2% -$701K 0.52% 36
2023
Q4 		$43.9M Sell
218,701
-10,246
-4% -$1.84M 0.57% 35
2023
Q3 		$40.5M Sell
228,947
-4,061
-2% -$762K 0.6% 31
2023
Q2 		$43.6M Buy
233,008
+67,153
+40% +$12M 0.68% 28
2023
Q1 		$29.6M Buy
165,855
+144,981
+695% +$26.7M 0.55% 32
2022
Q4 		$2.39M Buy
20,874
+7,921
+61% +$1.41M 0.06% 146
2022
Q3 		$2.14M Sell
12,953
-10
-0.1% -$1.82K 0.07% 143
2022
Q2 		$2.19M Buy
12,963
+1,305
+11% +$241K 0.07% 143
2022
Q1 		$2.39M Buy
11,658
+67
+0.6% +$13.7K 0.08% 134
2021
Q4 		$2.58M Buy
11,591
+1,474
+15% +$333K 0.08% 124
2021
Q3 		$2.21M Buy
10,117
+1,693
+20% +$375K 0.08% 134
2021
Q2 		$1.93M Buy
8,424
+367
+5% +$82.5K 0.08% 143
2021
Q1 		$1.78M Buy
8,057
+477
+6% +$104K 0.1% 138
2020
Q4 		$1.49M Sell
7,580
-396
-5% -$69.3K 0.09% 144
2020
Q3 		$1.2M Buy
7,976
+687
+9% +$103K 0.08% 157
2020
Q2 		$1.04M Sell
7,289
-234
-3% -$30.7K 0.08% 165
2020
Q1 		$861K Buy
7,523
+1,574
+26% +$235K 0.08% 166
2019
Q4 		$986K Buy
5,949
+112
+2% +$17.7K 0.12% 141
2019
Q3 		$883K Buy
5,837
+200
+4% +$30.5K 0.12% 135
2019
Q2 		$877K Buy
5,637
+126
+2% +$19.4K 0.12% 136
2019
Q1 		$844K Sell
5,511
-246
-4% -$37K 0.16% 115
2018
Q4 		$771K Hold
5,757
– – 0.16% 109
2018
Q3 		$970K Buy
5,757
+276
+5% +$46.6K 0.17% 106
2018
Q2 		$898K Sell
5,481
-118
-2% -$18.9K 0.19% 94
2018
Q1 		$850K Hold
5,599
– – 0.18% 96
2017
Q4 		$854K Sell
5,599
-22
-0.4% -$3.3K 0.18% 94
2017
Q3 		$833K Sell
5,621
-880
-14% -$124K 0.19% 86
2017
Q2 		$916K Buy
6,501
+37
+0.6% +$5.12K 0.22% 75
2017
Q1 		$889K Buy
6,464
+44
+0.7% +$6.01K 0.22% 75
2016
Q4 		$866K Buy
6,420
+92
+1% +$11.8K 0.23% 75
2016
Q3 		$786K Buy
6,328
+1,032
+19% +$125K 0.22% 77
2016
Q2 		$609K Buy
5,296
+442
+9% +$49.9K 0.17% 100
2016
Q1 		$537K Buy
4,854
+31
+0.6% +$3.21K 0.16% 104
2015
Q4 		$543K Buy
4,823
+255
+6% +$29.4K 0.17% 97
2015
Q3 		$499K Sell
4,568
-146
-3% -$17.3K 0.18% 95
2015
Q2 		$589K Buy
4,714
+146
+3% +$18.2K 0.2% 87
2015
Q1 		$568K Sell
4,568
-45
-1% -$5.42K 0.2% 90
2014
Q4 		$552K Buy
4,613
+2,024
+78% +$231K 0.21% 83
2014
Q3 		$283K Sell
2,589
-150
-5% -$17.2K 0.12% 146
2014
Q2 		$325K Hold
2,739
– – 0.14% 119
2014
Q1 		$319K Sell
2,739
-16
-0.6% -$1.85K 0.15% 118
2013
Q4 		$318K Buy
2,755
+16
+0.6% +$1.77K 0.16% 113
2013
Q3 		$292K Buy
2,739
+150
+6% +$15.5K 0.16% 104
2013
Q2 		$251K Buy
+2,589
New +$247K 0.15% 112

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

Savant Capital's IWM Position: Q1 2026 in Review

Savant Capital reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q1 2026, selling an estimated $1.01M and leaving 181,049 shares worth $44.9M. The position accounts for 0.22% of the portfolio, ranked #71.

Savant Capital first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.1M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Savant Capital held 181,049 shares of iShares Russell 2000 ETF worth $44.9M as of Q1 2026.
  • Savant Capital sold 3,925 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.01M.
  • iShares Russell 2000 ETF made up 0.22% of Savant Capital's portfolio in Q1 2026, its #71 holding.
  • Savant Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's iShares Russell 2000 ETF position peaked at $46.1M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.