Templeton & Phillips Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Templeton & Phillips Capital Management’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	$35.5K	Hold	118	–	–	0.03%	51
2026 Q1	$29.3K	Hold	118	–	–	0.02%	54
2025 Q4	$29K	Sell	118 -8	-6%	-$1.97K	0.02%	44
2025 Q3	$30.5K	Hold	126	–	–	0.02%	50
2025 Q2	$27.2K	Buy	126 +16	+15%	+$3.22K	0.02%	46
2025 Q1	$21.9K	Hold	110	–	–	0.02%	46
2024 Q4	$24.3K	Sell	110 -93	-46%	-$21.2K	0.02%	50
2024 Q3	$44.8K	Buy	+203	New	+$43.4K	0.03%	52

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

Templeton & Phillips Capital Management's IWM Position: Q2 2026 in Review

Templeton & Phillips Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 118 shares worth $35.5K. The position accounts for 0.03% of the portfolio, ranked #51.

Templeton & Phillips Capital Management first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $44.8K in Q3 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Templeton & Phillips Capital Management held 118 shares of iShares Russell 2000 ETF worth $35.5K as of Q2 2026.
Templeton & Phillips Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Templeton & Phillips Capital Management's portfolio in Q2 2026, its #51 holding.
Templeton & Phillips Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
Templeton & Phillips Capital Management's iShares Russell 2000 ETF position peaked at $44.8K in Q3 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.