SN
IWM icon

Sittner & Nelson’s iShares Russell 2000 ETF IWM Stock Holding History

Sittner & Nelson’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 		$14.4K Buy
+48
New +$13.5K ﹤0.01% 412
2021
Q2 		– Sell
-88
Closed -$19K – 400
2021
Q1 		$19K Hold
88
– – 0.01% 237
2020
Q4 		$17K Buy
+88
New +$15.4K 0.02% 236

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

Sittner & Nelson's IWM Position: Q2 2026 in Review

Sittner & Nelson opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 48 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Sittner & Nelson previously reported a position in IWM as recently as Q1 2021.

Sittner & Nelson first reported a position in IWM in Q4 2020 and has held it in 3 quarters since. The position peaked at $19K in Q1 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sittner & Nelson held 48 shares of iShares Russell 2000 ETF worth $14.4K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Sittner & Nelson position in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #412 holding.
  • Sittner & Nelson first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 3 quarters since.
  • Sittner & Nelson's iShares Russell 2000 ETF position peaked at $19K in Q1 2021.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.