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Segment Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Segment Wealth Management’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 		$2.07M Hold
6,900
– – 0.11% 118
2026
Q1 		$1.71M Sell
6,900
-196
-3% -$50.6K 0.1% 130
2025
Q4 		$1.75M Buy
7,096
+1,200
+20% +$295K 0.1% 113
2025
Q3 		$1.43M Hold
5,896
– – 0.09% 131
2025
Q2 		$1.27M Hold
5,896
– – 0.08% 136
2025
Q1 		$1.18M Sell
5,896
-100
-2% -$21.7K 0.08% 140
2024
Q4 		$1.32M Hold
5,996
– – 0.09% 129
2024
Q3 		$1.32M Buy
5,996
+100
+2% +$21.4K 0.09% 130
2024
Q2 		$1.2M Buy
5,896
+202
+4% +$40.8K 0.09% 136
2024
Q1 		$1.2M Buy
5,694
+1,834
+48% +$366K 0.09% 134
2023
Q4 		$775K Buy
3,860
+359
+10% +$64.3K 0.07% 147
2023
Q3 		$619K Hold
3,501
– – 0.06% 145
2023
Q2 		$656K Hold
3,501
– – 0.07% 135
2023
Q1 		$625K Hold
3,501
– – 0.07% 132
2022
Q4 		$610K Sell
3,501
-419
-11% -$74.5K 0.07% 131
2022
Q3 		$646K Hold
3,920
– – 0.08% 119
2022
Q2 		$664K Hold
3,920
– – 0.08% 117
2022
Q1 		$805K Hold
3,920
– – 0.08% 133
2021
Q4 		$872K Hold
3,920
– – 0.09% 130
2021
Q3 		$858K Hold
3,920
– – 0.1% 127
2021
Q2 		$899K Hold
3,920
– – 0.11% 124
2021
Q1 		$866K Buy
3,920
+419
+12% +$91.5K 0.11% 116
2020
Q4 		$686K Buy
3,501
+1,042
+42% +$182K 0.1% 128
2020
Q3 		$368K Sell
2,459
-1,353
-35% -$204K 0.06% 151
2020
Q2 		$545K Sell
3,812
-2,517
-40% -$330K 0.1% 125
2020
Q1 		$724K Hold
6,329
– – 0.16% 97
2019
Q4 		$1.05M Hold
6,329
– – 0.18% 100
2019
Q3 		$958K Buy
6,329
+388
+7% +$59.2K 0.19% 100
2019
Q2 		$924K Buy
5,941
+63
+1% +$9.71K 0.19% 101
2019
Q1 		$899K Sell
5,878
-236
-4% -$35.5K 0.19% 101
2018
Q4 		$819K Sell
6,114
-2,187
-26% -$326K 0.21% 91
2018
Q3 		$1.4M Buy
8,301
+241
+3% +$40.7K 0.3% 88
2018
Q2 		$1.32M Sell
8,060
-47
-0.6% -$7.52K 0.31% 89
2018
Q1 		$1.23M Sell
8,107
-4
-0% -$618 0.31% 87
2017
Q4 		$1.24M Sell
8,111
-33
-0.4% -$4.96K 0.3% 90
2017
Q3 		$1.21M Sell
8,144
-197
-2% -$27.7K 0.32% 87
2017
Q2 		$1.18M Buy
8,341
+3,228
+63% +$447K 0.32% 88
2017
Q1 		$703K Buy
5,113
+16
+0.3% +$2.19K 0.23% 96
2016
Q4 		$687K Buy
5,097
+16
+0.3% +$2.04K 0.25% 90
2016
Q3 		$631K Buy
5,081
+11
+0.2% +$1.34K 0.25% 91
2016
Q2 		$583K Buy
5,070
+2,600
+105% +$293K 0.24% 86
2016
Q1 		$273K Buy
2,470
+17
+0.7% +$1.76K 0.1% 120
2015
Q4 		$276K Buy
2,453
+7
+0.3% +$807 0.1% 121
2015
Q3 		$267K Buy
2,446
+9
+0.4% +$1.07K 0.1% 130
2015
Q2 		$304K Buy
2,437
+7
+0.3% +$874 0.11% 133
2015
Q1 		$302K Buy
2,430
+40
+2% +$4.82K 0.1% 132
2014
Q4 		$286K Hold
2,390
– – 0.11% 122
2014
Q3 		$261K Hold
2,390
– – 0.1% 147
2014
Q2 		$284K Sell
2,390
-17,947
-88% -$2.04M 0.11% 136
2014
Q1 		$2.37M Buy
20,337
+2,554
+14% +$295K 1.1% 25
2013
Q4 		$2.05M Buy
17,783
+205
+1% +$22.6K 1.01% 29
2013
Q3 		$1.87M Buy
17,578
+2,641
+18% +$273K 1.02% 25
2013
Q2 		$1.45M Buy
+14,937
New +$1.43M 0.87% 32

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

Segment Wealth Management's IWM Position: Q2 2026 in Review

Segment Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 6,900 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #118.

Segment Wealth Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.37M in Q1 2014. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Segment Wealth Management held 6,900 shares of iShares Russell 2000 ETF worth $2.07M as of Q2 2026.
  • Segment Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of Segment Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Segment Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Segment Wealth Management's iShares Russell 2000 ETF position peaked at $2.37M in Q1 2014.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.