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SignatureFD’s iShares Russell 2000 ETF IWM Stock Holding History

SignatureFD’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
2025
Q1 		– Sell
-200
Closed -$26 – 3379
2024
Q4 		$26 Hold
200
– – ﹤0.01% 3272
2024
Q3 		$429 Buy
+200
New +$42.8K ﹤0.01% 3117

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

SignatureFD's IWM Position: Q2 2026 in Review

SignatureFD increased its iShares Russell 2000 ETF (IWM) stake by 23% in Q2 2026, buying an estimated $277K and bringing the position to 5,298 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #312.

SignatureFD first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $79M in Q3 2018. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SignatureFD held 5,298 shares of iShares Russell 2000 ETF worth $1.59M as of Q2 2026.
  • SignatureFD bought 987 iShares Russell 2000 ETF shares in Q2 2026, an estimated $277K.
  • iShares Russell 2000 ETF made up 0.02% of SignatureFD's portfolio in Q2 2026, its #312 holding.
  • SignatureFD first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • SignatureFD's iShares Russell 2000 ETF position peaked at $79M in Q3 2018.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.