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Sepio Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Sepio Capital’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
2021
Q1 		– Sell
-45,000
Closed -$8.82M – 367
2020
Q4 		$8.82M Buy
45,000
+44,944
+80,257% +$7.86M 0.76% 29
2020
Q3 		$749K Buy
56
+6
+12% +$903 0.08% 203
2020
Q2 		$716K Buy
+50
New +$6.56K 0.08% 192

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

Sepio Capital's IWM Position: Q2 2026 in Review

Sepio Capital reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $19.4K and leaving 4,533 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #140.

Sepio Capital first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.55M in Q3 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sepio Capital held 4,533 shares of iShares Russell 2000 ETF worth $1.36M as of Q2 2026.
  • Sepio Capital sold 69 iShares Russell 2000 ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Russell 2000 ETF made up 0.07% of Sepio Capital's portfolio in Q2 2026, its #140 holding.
  • Sepio Capital first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • Sepio Capital's iShares Russell 2000 ETF position peaked at $6.55M in Q3 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sepio Capital's 13F filing for Q2 2026, filed 28 Jul 2026.