TSW
IWM icon

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 $1.55T 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

Thompson Siegel & Walmsley's IWM Position: Q2 2026 in Review

Thompson Siegel & Walmsley held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 9,067 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #278.

Thompson Siegel & Walmsley first reported a position in IWM in Q3 2015 and has held it in 35 quarters since. The position peaked at $8.56M in Q4 2019. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Thompson Siegel & Walmsley held 9,067 shares of iShares Russell 2000 ETF worth $2.72M as of Q2 2026.
  • Thompson Siegel & Walmsley left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #278 holding.
  • Thompson Siegel & Walmsley first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 35 quarters since.
  • Thompson Siegel & Walmsley's iShares Russell 2000 ETF position peaked at $8.56M in Q4 2019.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.