Stephens Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.9M | Buy |
120,695
+13,436
| +13% | +$3.47M | 0.37% | 63 |
|
|
2025
Q4 | $26.4M | Buy |
107,259
+8,402
| +8% | +$2.07M | 0.33% | 65 |
|
|
2025
Q3 | $23.9M | Buy |
98,857
+943
| +1% | +$216K | 0.3% | 78 |
|
|
2025
Q2 | $21.1M | Sell |
97,914
-58,866
| -38% | -$11.8M | 0.29% | 84 |
|
|
2025
Q1 | $31.3M | Sell |
156,780
-11,281
| -7% | -$2.45M | 0.46% | 49 |
|
|
2024
Q4 | $37.1M | Buy |
168,061
+79,061
| +89% | +$18M | 0.52% | 41 |
|
|
2024
Q3 | $19.7M | Sell |
89,000
-2,508
| -3% | -$537K | 0.28% | 87 |
|
|
2024
Q2 | $18.6M | Sell |
91,508
-7,734
| -8% | -$1.56M | 0.28% | 86 |
|
|
2024
Q1 | $20.9M | Buy |
99,242
+34,578
| +53% | +$6.9M | 0.32% | 76 |
|
|
2023
Q4 | $13M | Buy |
64,664
+961
| +2% | +$172K | 0.22% | 109 |
|
|
2023
Q3 | $11.3M | Buy |
63,703
+8,705
| +16% | +$1.63M | 0.22% | 110 |
|
|
2023
Q2 | $10.3M | Buy |
54,998
+3,774
| +7% | +$673K | 0.19% | 133 |
|
|
2023
Q1 | $9.14M | Buy |
51,224
+135
| +0.3% | +$24.9K | 0.18% | 144 |
|
|
2022
Q4 | $8.91M | Sell |
51,089
-1,301
| -2% | -$231K | 0.18% | 138 |
|
|
2022
Q3 | $8.64M | Buy |
52,390
+1,183
| +2% | +$216K | 0.18% | 134 |
|
|
2022
Q2 | $8.67M | Buy |
51,207
+1,823
| +4% | +$336K | 0.18% | 140 |
|
|
2022
Q1 | $10.1M | Sell |
49,384
-1,367
| -3% | -$279K | 0.17% | 134 |
|
|
2021
Q4 | $11.3M | Sell |
50,751
-3,364
| -6% | -$760K | 0.17% | 128 |
|
|
2021
Q3 | $11.8M | Buy |
54,115
+3,929
| +8% | +$871K | 0.18% | 124 |
|
|
2021
Q2 | $11.5M | Sell |
50,186
-4,983
| -9% | -$1.12M | 0.17% | 130 |
|
|
2021
Q1 | $12.2M | Buy |
55,169
+6,731
| +14% | +$1.47M | 0.2% | 111 |
|
|
2020
Q4 | $9.5M | Sell |
48,438
-13,403
| -22% | -$2.35M | 0.17% | 127 |
|
|
2020
Q3 | $9.26M | Sell |
61,841
-15,661
| -20% | -$2.36M | 0.18% | 122 |
|
|
2020
Q2 | $11.1M | Buy |
77,502
+8,150
| +12% | +$1.07M | 0.24% | 100 |
|
|
2020
Q1 | $7.94M | Sell |
69,352
-11,595
| -14% | -$1.73M | 0.21% | 107 |
|
|
2019
Q4 | $13.4M | Sell |
80,947
-3,224
| -4% | -$510K | 0.28% | 86 |
|
|
2019
Q3 | $12.7M | Buy |
84,171
+13,096
| +18% | +$2M | 0.28% | 83 |
|
|
2019
Q2 | $11.1M | Sell |
71,075
-16,728
| -19% | -$2.58M | 0.25% | 95 |
|
|
2019
Q1 | $13.4M | Sell |
87,803
-5,035
| -5% | -$757K | 0.32% | 77 |
|
|
2018
Q4 | $12.4M | Sell |
92,838
-2,067
| -2% | -$308K | 0.35% | 66 |
|
|
2018
Q3 | $16M | Buy |
94,905
+4,014
| +4% | +$678K | 0.4% | 52 |
|
|
2018
Q2 | $14.9M | Sell |
90,891
-6,506
| -7% | -$1.04M | 0.45% | 49 |
|
|
2018
Q1 | $14.8M | Sell |
97,397
-14,728
| -13% | -$2.27M | 0.55% | 38 |
|
|
2017
Q4 | $17.1M | Buy |
112,125
+14,517
| +15% | +$2.18M | 0.64% | 33 |
|
|
2017
Q3 | $14.5M | Buy |
97,608
+3,387
| +4% | +$477K | 0.52% | 35 |
|
|
2017
Q2 | $13.3M | Sell |
94,221
-6,620
| -7% | -$916K | 0.46% | 40 |
|
|
2017
Q1 | $13.9M | Sell |
100,841
-4,952
| -5% | -$677K | 0.5% | 34 |
|
|
2016
Q4 | $14.3M | Buy |
105,793
+5,348
| +5% | +$683K | 0.58% | 31 |
|
|
2016
Q3 | $12.5M | Sell |
100,445
-7,339
| -7% | -$892K | 0.55% | 31 |
|
|
2016
Q2 | $12.4M | Sell |
107,784
-3,368
| -3% | -$380K | 0.55% | 31 |
|
|
2016
Q1 | $12.3M | Sell |
111,152
-29,962
| -21% | -$3.1M | 0.6% | 28 |
|
|
2015
Q4 | $15.9M | Sell |
141,114
-21,324
| -13% | -$2.46M | 0.8% | 18 |
|
|
2015
Q3 | $17.7M | Buy |
162,438
+4,399
| +3% | +$522K | 0.92% | 9 |
|
|
2015
Q2 | $19.7M | Buy |
158,039
+23,983
| +18% | +$3M | 0.9% | 10 |
|
|
2015
Q1 | $16.7M | Buy |
134,056
+11,186
| +9% | +$1.35M | 0.76% | 16 |
|
|
2014
Q4 | $14.7M | Buy |
122,870
+20,365
| +20% | +$2.33M | 0.7% | 20 |
|
|
2014
Q3 | $11.2M | Sell |
102,505
-257
| -0.3% | -$29.4K | 0.55% | 26 |
|
|
2014
Q2 | $12.2M | Sell |
102,762
-11,928
| -10% | -$1.35M | 0.61% | 21 |
|
|
2014
Q1 | $13.3M | Sell |
114,690
-1,503
| -1% | -$173K | 0.73% | 12 |
|
|
2013
Q4 | $13.4M | Sell |
116,193
-10,216
| -8% | -$1.13M | 0.67% | 19 |
|
|
2013
Q3 | $13.5M | Sell |
126,409
-4,475
| -3% | -$463K | 0.73% | 19 |
|
|
2013
Q2 | $12.7M | Buy |
+130,884
| New | +$12.5M | 0.71% | 19 |
|
Other funds holding IWM
Stephens Inc's IWM Position: Q1 2026 in Review
Stephens Inc increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, buying an estimated $3.47M and bringing the position to 120,695 shares worth $29.9M. The position accounts for 0.37% of the portfolio, ranked #63.
Stephens Inc first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.1M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Stephens Inc held 120,695 shares of iShares Russell 2000 ETF worth $29.9M as of Q1 2026.
- Stephens Inc bought 13,436 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.47M.
- iShares Russell 2000 ETF made up 0.37% of Stephens Inc's portfolio in Q1 2026, its #63 holding.
- Stephens Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Stephens Inc's iShares Russell 2000 ETF position peaked at $37.1M in Q4 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.