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Segall Bryant & Hamill’s iShares Russell 2000 ETF IWM Stock Holding History

Segall Bryant & Hamill’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 		$6.37M Sell
21,186
-17,392
-45% -$4.89M 0.08% 291
2026
Q1 		$9.57M Sell
38,578
-16,448
-30% -$4.24M 0.14% 234
2025
Q4 		$13.5M Buy
55,026
+15,774
+40% +$3.88M 0.18% 190
2025
Q3 		$9.5M Buy
39,252
+11,749
+43% +$2.7M 0.13% 247
2025
Q2 		$5.93M Sell
27,503
-13,700
-33% -$2.76M 0.08% 291
2025
Q1 		$8.22M Buy
41,203
+15,603
+61% +$3.38M 0.13% 246
2024
Q4 		$5.66M Buy
25,600
+11,634
+83% +$2.65M 0.08% 313
2024
Q3 		$3.08M Buy
13,966
+3,004
+27% +$643K 0.04% 389
2024
Q2 		$2.22M Sell
10,962
-320
-3% -$64.7K 0.04% 364
2024
Q1 		$2.37M Buy
11,282
+745
+7% +$149K 0.04% 275
2023
Q4 		$2.11M Sell
10,537
-24,324
-70% -$4.36M 0.04% 283
2023
Q3 		$6.16M Sell
34,861
-3,440
-9% -$646K 0.07% 295
2023
Q2 		$7.17M Sell
38,301
-3,379
-8% -$602K 0.08% 289
2023
Q1 		$7.43M Sell
41,680
-2,910
-7% -$536K 0.08% 276
2022
Q4 		$7.77M Buy
44,590
+1,992
+5% +$354K 0.09% 256
2022
Q3 		$7.02M Buy
42,598
+1,116
+3% +$204K 0.08% 261
2022
Q2 		$7.03M Sell
41,482
-174
-0.4% -$32.1K 0.08% 255
2022
Q1 		$8.56M Buy
+41,656
New +$8.5M 0.08% 240
2021
Q4 		– Sell
-45,304
Closed -$9.92M – 669
2021
Q3 		$9.92M Buy
45,304
+3,387
+8% +$751K 0.09% 212
2021
Q2 		$9.62M Sell
41,917
-5,157
-11% -$1.16M 0.09% 219
2021
Q1 		$10.4M Buy
47,074
+7,541
+19% +$1.65M 0.1% 211
2020
Q4 		$7.75M Buy
39,533
+266
+0.7% +$46.5K 0.09% 227
2020
Q3 		$5.87M Buy
39,267
+9,781
+33% +$1.47M 0.08% 237
2020
Q2 		$4.22M Buy
29,486
+508
+2% +$66.7K 0.07% 239
2020
Q1 		$3.31M Sell
28,978
-7,563
-21% -$1.13M 0.07% 256
2019
Q4 		$6.06M Buy
36,541
+5,426
+17% +$858K 0.09% 213
2019
Q3 		$4.71M Buy
31,115
+732
+2% +$112K 0.07% 283
2019
Q2 		$4.73M Buy
30,383
+42
+0.1% +$6.47K 0.07% 285
2019
Q1 		$4.65M Sell
30,341
-17,526
-37% -$2.63M 0.07% 279
2018
Q4 		$6.41M Buy
47,867
+19,055
+66% +$2.84M 0.11% 230
2018
Q3 		$4.86M Sell
28,812
-1,018
-3% -$172K 0.07% 297
2018
Q2 		$4.88M Buy
29,830
+5,987
+25% +$958K 0.07% 289
2018
Q1 		$3.62M Buy
23,843
+148
+0.6% +$22.9K 0.08% 245
2017
Q4 		$3.61M Buy
23,695
+1,046
+5% +$157K 0.08% 250
2017
Q3 		$3.36M Buy
22,649
+1,030
+5% +$145K 0.08% 254
2017
Q2 		$3.05M Buy
21,619
+1,916
+10% +$265K 0.07% 260
2017
Q1 		$2.71M Buy
19,703
+1,987
+11% +$271K 0.07% 267
2016
Q4 		$2.39M Buy
17,716
+1,103
+7% +$141K 0.06% 269
2016
Q3 		$2.06M Buy
16,613
+406
+3% +$49.3K 0.05% 283
2016
Q2 		$1.86M Sell
16,207
-800
-5% -$90.3K 0.05% 300
2016
Q1 		$1.88M Sell
17,007
-7,638
-31% -$791K 0.05% 302
2015
Q4 		$2.78M Buy
24,645
+6,812
+38% +$786K 0.07% 274
2015
Q3 		$1.95M Buy
17,833
+122
+0.7% +$14.5K 0.05% 298
2015
Q2 		$2.21M Sell
17,711
-8
-0% -$999 0.05% 296
2015
Q1 		$2.2M Sell
17,719
-1,500
-8% -$181K 0.05% 294
2014
Q4 		$2.3M Buy
19,219
+1,921
+11% +$220K 0.05% 293
2014
Q3 		$1.89M Sell
17,298
-826
-5% -$94.5K 0.04% 304
2014
Q2 		$2.15M Sell
18,124
-4,427
-20% -$503K 0.05% 249
2014
Q1 		$2.62M Sell
22,551
-22,795
-50% -$2.63M 0.06% 248
2013
Q4 		$5.23M Buy
45,346
+1,318
+3% +$146K 0.12% 193
2013
Q3 		$4.69M Sell
44,028
-5,070
-10% -$525K 0.12% 200
2013
Q2 		$4.76M Buy
+49,098
New +$4.69M 0.13% 194

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Segall Bryant & Hamill's IWM Position: Q2 2026 in Review

Segall Bryant & Hamill reduced its iShares Russell 2000 ETF (IWM) stake by 45% in Q2 2026, selling an estimated $4.89M and leaving 21,186 shares worth $6.37M. The position accounts for 0.08% of the portfolio, ranked #291.

Segall Bryant & Hamill first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.5M in Q4 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Segall Bryant & Hamill held 21,186 shares of iShares Russell 2000 ETF worth $6.37M as of Q2 2026.
  • Segall Bryant & Hamill sold 17,392 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.89M.
  • iShares Russell 2000 ETF made up 0.08% of Segall Bryant & Hamill's portfolio in Q2 2026, its #291 holding.
  • Segall Bryant & Hamill first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Segall Bryant & Hamill's iShares Russell 2000 ETF position peaked at $13.5M in Q4 2025.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.