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 Q2	$9.01M	Buy	30,000 +10,000	+50%	+$2.81M	0.16%	147
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 $1.55T 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

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.