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
2026 Q1	$4.96M	Sell	20,000 -10,000	-33%	-$2.58M	0.09%	224
2025 Q4	$7.38M	Buy	+30,000	New	+$7.38M	0.12%	172
2025 Q3	–	Sell	-40,000	Closed	-$8.63M	–	424
2025 Q2	$8.63M	Buy	40,000 +37,008	+1,237%	+$7.45M	0.14%	146
2025 Q1	$15M	Buy	+2,992	New	+$649K	0.25%	99

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.