Titleist Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Titleist Asset 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	$41.2M	Sell	137,118 -84	-0.1%	-$23.6K	2.77%	5
2026 Q1	$34M	Buy	137,202 +1,318	+1%	+$340K	2.57%	5
2025 Q4	$33.4M	Buy	135,884 +2,580	+2%	+$634K	2.7%	5
2025 Q3	$32.3M	Buy	133,304 +3,221	+2%	+$739K	2.81%	5
2025 Q2	$28.1M	Buy	130,083 +2,950	+2%	+$594K	2.78%	5
2025 Q1	$25.4M	Sell	127,133 -20	-0%	-$4.34K	2.93%	5
2024 Q4	$28.1M	Buy	127,153 +21,260	+20%	+$4.85M	3.22%	5
2024 Q3	$23.4M	Buy	105,893 +11,828	+13%	+$2.53M	3.37%	5
2024 Q2	$19.1M	Buy	94,065 +29,827	+46%	+$6.03M	2.88%	6
2024 Q1	$13.5M	Buy	64,238 +1,787	+3%	+$356K	2.37%	6
2023 Q4	$12.5M	Buy	62,451 +2,195	+4%	+$393K	2.32%	8
2023 Q3	$10.6M	Buy	60,256 +755	+1%	+$142K	2.19%	8
2023 Q2	$11.1M	Sell	59,501 -999	-2%	-$178K	2.19%	10
2023 Q1	$10.8M	Buy	+60,500	New	+$11.1M	2.28%	8

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

Titleist Asset Management's IWM Position: Q2 2026 in Review

Titleist Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, selling an estimated $23.6K and leaving 137,118 shares worth $41.2M. The position accounts for 2.77% of the portfolio, ranked #5.

Titleist Asset Management first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Titleist Asset Management held 137,118 shares of iShares Russell 2000 ETF worth $41.2M as of Q2 2026.
Titleist Asset Management sold 84 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23.6K.
iShares Russell 2000 ETF made up 2.77% of Titleist Asset Management's portfolio in Q2 2026, its #5 holding.
Titleist Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.