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Thompson Siegel & Walmsley’s iShares Russell 2000 ETF IWM Stock Holding History

Thompson Siegel & Walmsley’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
Q2 		– Sell
-3,990
Closed -$20M – 407
2025
Q1 		$20M Buy
+3,990
New +$866K 0.34% 83
2024
Q4 		– Sell
-20,000
Closed -$4.42M – 401
2024
Q3 		$4.42M Buy
+20,000
New +$4.28M 0.07% 207

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Thompson Siegel & Walmsley's IWM Position: Q1 2026 in Review

Thompson Siegel & Walmsley reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q1 2026, selling an estimated $25.8K and leaving 9,067 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #278.

Thompson Siegel & Walmsley first reported a position in IWM in Q3 2015 and has held it in 34 quarters since. The position peaked at $8.56M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Thompson Siegel & Walmsley held 9,067 shares of iShares Russell 2000 ETF worth $2.25M as of Q1 2026.
  • Thompson Siegel & Walmsley sold 100 iShares Russell 2000 ETF shares in Q1 2026, an estimated $25.8K.
  • iShares Russell 2000 ETF made up 0.04% of Thompson Siegel & Walmsley's portfolio in Q1 2026, its #278 holding.
  • Thompson Siegel & Walmsley first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 34 quarters since.
  • Thompson Siegel & Walmsley's iShares Russell 2000 ETF position peaked at $8.56M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2026, filed 11 May 2026.