Select Equity Group’s iShares Russell 2000 ETF IWM Stock Holding History

Select Equity Group’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	–	Sell	-1,251	Closed	-$323K	–	194
2025 Q4	$308K	Buy	+1,251	New	+$308K	﹤0.01%	182
2023 Q1	–	Sell	-2,081	Closed	-$363K	–	177
2022 Q4	$363K	Buy	+2,081	New	+$370K	﹤0.01%	176
2022 Q1	–	Sell	-1,609	Closed	-$358K	–	172
2021 Q4	$358K	Buy	+1,609	New	+$364K	﹤0.01%	159
2019 Q2	–	Sell	-58,939	Closed	-$9.02M	–	106
2019 Q1	$9.02M	Sell	58,939 -21,721	-27%	-$3.26M	0.06%	84
2018 Q4	$10.8M	Buy	80,660 +53,953	+202%	+$8.05M	0.08%	85
2018 Q3	$4.5M	Sell	26,707 -20,730	-44%	-$3.5M	0.03%	91
2018 Q2	$7.77M	Buy	47,437 +9,450	+25%	+$1.51M	0.06%	87
2018 Q1	$5.77M	Buy	37,987 +1,504	+4%	+$232K	0.05%	86
2017 Q4	$5.56M	Sell	36,483 -3,149	-8%	-$473K	0.04%	89
2017 Q3	$5.87M	Sell	39,632 -15,500	-28%	-$2.18M	0.04%	84
2017 Q2	$7.77M	Sell	55,132 -13,650	-20%	-$1.89M	0.06%	98
2017 Q1	$9.46M	Buy	68,782 +30,401	+79%	+$4.15M	0.07%	87
2016 Q4	$5.18M	Sell	38,381 -2,479	-6%	-$317K	0.04%	86
2016 Q3	$5.08M	Buy	40,860 +25,030	+158%	+$3.04M	0.04%	92
2016 Q2	$1.82M	Buy	+15,830	New	+$1.79M	0.02%	91

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

Select Equity Group's IWM Position: Q1 2026 in Review

Select Equity Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,251 shares — an estimated $323K sold.

Select Equity Group first reported a position in IWM in Q2 2016 and held it in 15 quarters. The position peaked at $10.8M in Q4 2018. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Select Equity Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Select Equity Group sold 1,251 iShares Russell 2000 ETF shares in Q1 2026, an estimated $323K.
Select Equity Group first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 15 quarters.
Select Equity Group's iShares Russell 2000 ETF position peaked at $10.8M in Q4 2018.
2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.