Sawyer & Company’s iShares Russell 2000 ETF IWM Stock Holding History

Sawyer & Company’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	$9.01K	Hold	30	–	–	﹤0.01%	159
2026 Q1	$7.44K	Hold	30	–	–	﹤0.01%	155
2025 Q4	$7.38K	Hold	30	–	–	﹤0.01%	162
2025 Q3	$6K	Hold	30	–	–	﹤0.01%	155
2025 Q2	$9.01K	Hold	30	–	–	﹤0.01%	159
2025 Q1	$6K	Hold	30	–	–	﹤0.01%	162
2024 Q4	$7K	Sell	30 -201	-87%	-$45.8K	﹤0.01%	158
2024 Q3	$51K	Sell	231 -26	-10%	-$5.56K	0.02%	127
2024 Q2	$52K	Hold	257	–	–	0.02%	122
2024 Q1	$54K	Hold	257	–	–	0.02%	124
2023 Q4	$52K	Hold	257	–	–	0.02%	123
2023 Q3	$45K	Sell	257 -85	-25%	-$16K	0.02%	124
2023 Q2	$64K	Sell	342 -80	-19%	-$14.3K	0.03%	117
2023 Q1	$74K	Sell	422 -56	-12%	-$10.3K	0.04%	117
2022 Q4	$83K	Buy	478 +27	+6%	+$4.8K	0.04%	115
2022 Q3	$74K	Hold	451	–	–	0.04%	117
2022 Q2	$76K	Hold	451	–	–	0.04%	118
2022 Q1	$93K	Hold	451	–	–	0.04%	117
2021 Q4	$100K	Hold	451	–	–	0.04%	117
2021 Q3	$99K	Hold	451	–	–	0.05%	114
2021 Q2	$103K	Hold	451	–	–	0.05%	112
2021 Q1	$100K	Hold	451	–	–	0.05%	110
2020 Q4	$88K	Hold	451	–	–	0.04%	113
2020 Q3	$68K	Hold	451	–	–	0.04%	117
2020 Q2	$65K	Hold	451	–	–	0.04%	118
2020 Q1	$52K	Hold	451	–	–	0.04%	117
2019 Q4	$75K	Hold	451	–	–	0.05%	116
2019 Q3	$68K	Hold	451	–	–	0.05%	115
2019 Q2	$70K	Hold	451	–	–	0.05%	120
2019 Q1	$69K	Hold	451	–	–	0.05%	118
2018 Q4	$60K	Hold	451	–	–	0.04%	118
2018 Q3	$76K	Hold	451	–	–	0.05%	125
2018 Q2	$74K	Hold	451	–	–	0.05%	127
2018 Q1	$68K	Hold	451	–	–	0.05%	126
2017 Q4	$69K	Buy	+451	New	+$67.7K	0.05%	121

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

Sawyer & Company's IWM Position: Q2 2026 in Review

Sawyer & Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 30 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Sawyer & Company first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $103K in Q2 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sawyer & Company held 30 shares of iShares Russell 2000 ETF worth $9.01K as of Q2 2026.
Sawyer & Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #159 holding.
Sawyer & Company first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
Sawyer & Company's iShares Russell 2000 ETF position peaked at $103K in Q2 2021.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.