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Saxon Interests’s iShares Russell 2000 ETF IWM Stock Holding History

Saxon Interests’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 		$2.7M Sell
10,905
-1,228
-10% -$317K 0.93% 25
2025
Q4 		$2.99M Buy
12,133
+3,494
+40% +$859K 1.05% 22
2025
Q3 		$2.03M Sell
8,639
-1,245
-13% -$286K 0.79% 27
2025
Q2 		$1.97M Hold
9,884
– – 0.92% 25
2025
Q1 		$1.97M Sell
9,884
-4,439
-31% -$963K 0.92% 25
2024
Q4 		$3.16M Buy
14,323
+2,605
+22% +$594K 1.39% 17
2024
Q3 		$2.59M Sell
11,718
-1,489
-11% -$319K 1.18% 20
2024
Q2 		$2.68M Buy
13,207
+571
+5% +$115K 1.27% 16
2024
Q1 		$2.66M Buy
12,636
+233
+2% +$46.5K 1.27% 17
2023
Q4 		$2.49M Buy
+12,403
New +$2.22M 1.25% 14
2023
Q3 		– Sell
-6,139
Closed -$1.15M – 126
2023
Q2 		$1.15M Sell
6,139
-3,365
-35% -$600K 0.62% 49
2023
Q1 		$1.7M Sell
9,504
-3,407
-26% -$627K 0.96% 25
2022
Q4 		$2.3M Buy
12,911
+6,009
+87% +$1.07M 1.31% 21
2022
Q3 		$1.21M Sell
6,902
-9
-0.1% -$1.64K 0.74% 32
2022
Q2 		$1.17M Sell
6,911
-98
-1% -$18.1K 0.71% 35
2022
Q1 		$1.44M Buy
7,009
+587
+9% +$120K 0.77% 36
2021
Q4 		$1.4M Buy
+6,422
New +$1.45M 0.79% 32

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

Saxon Interests's IWM Position: Q1 2026 in Review

Saxon Interests reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, selling an estimated $317K and leaving 10,905 shares worth $2.7M. The position accounts for 0.93% of the portfolio, ranked #25.

Saxon Interests first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.16M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Saxon Interests held 10,905 shares of iShares Russell 2000 ETF worth $2.7M as of Q1 2026.
  • Saxon Interests sold 1,228 iShares Russell 2000 ETF shares in Q1 2026, an estimated $317K.
  • iShares Russell 2000 ETF made up 0.93% of Saxon Interests's portfolio in Q1 2026, its #25 holding.
  • Saxon Interests first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's iShares Russell 2000 ETF position peaked at $3.16M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.